Equipment Finance Sales Coordinator II

Huntington Bank; Waterloo (IA); Vor Ort; USD 33.000 - 67.000; Vollzeit

Zusammenfassung

Huntington National Bank seeks a Transactions Documentation Specialist to manage data entry, documentation packages, and ensure timely completion of equipment lease and loan transactions across multiple industries.

You will collaborate with internal teams to resolve discrepancies, monitor compliance with policy, and coordinate approvals and funding readiness. Strong communication, multitasking, and attention to detail are essential, with proficiency in MS Office and CRM systems.

Qualifikationen

• Bachelor's Degree or equivalent work experience.
• 2+ years of contracts experience or related business experience.

Aufgaben

• Enter transaction data in the front end system and review details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and internal transaction parameters.
• Ensure ownership interest in the equipment and/or security interest in the collateral is perfected by filing a UCC and/or review of searches, releases, subordinations and necessary recordings.
• Accurately prepare transaction documentation packages, specific to each approved transaction request.
• Coordinate efforts among internal departments to resolve information discrepancies to ensure accurate and timely document creation.
• Monitor transactions for compliance and adherence to company policy and procedure throughout the documentation process.
• Coordinate any necessary approval modifications based on changes to transaction structure or pricing.
• Understand product, pricing and documentation structures across multiple industries and transaction types.
• Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy and procedure.
• Independently identify items needed to prepare transactions for funding and, when appropriate, engage in follow up activities with the client for documentation return or other applicable transaction conditions.
• Maintain accordance with key departmental performance measurements and service level agreements.
• Performs other duties as assigned.

Kenntnisse

Communication

Multitasking

Customer focus

Analytical skills

Decision making

MS Office

CRM software

UCC/Lien knowledge

Process optimization

Ausbildung

Bachelor's degree or equivalent

Tools

CRM software

MS Office

Jobbeschreibung

Description

Summary:

This position is responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. Responsible for the documentation requirements of equipment lease and loan transactions across multiple segments/industries and of varying complexity. Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected.

Duties and Responsibilities:

• Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and internal transaction parameters.
• Responsible for ensuring ownership interest in the equipment and/or security interest in the collateral is perfected by either filing a UCC and/or review of appropriate searches, release, subordinations and necessary recordings.
• Accurately prepare transaction documentation packages, specific to each approved transaction request.
• Responsible for coordinating efforts among internal departments to resolve information discrepancies to ensure accurate and timely document creation.
• Throughout the documentation process continually monitor transactions for compliance and adherence to company policy and procedure.
• Coordinate any necessary approval modifications based on changes to transaction structure or pricing.
• Understand product, pricing and documentation structures across multiple industries and transaction types.
• Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy and procedure.
• Independently identify specific items needed to prepare transactions for funding and when appropriate, engaging in follow up activities with the client for documentation return or other applicable transaction conditions.
• Maintain accordance with key departmental performance measurements and service level agreements.
• Performs other duties as assigned.

Basic Qualifications:

• Bachelor's Degree or equivalent work experience
• 2+ years of contracts experience or related business experience

Preferred Qualifications:

• Strong written and verbal communication skills with attention to detail
• Ability to multitask in a deadline driven fast-paced environment
• Ability to deliver customer focused solutions
• Demonstrated analytical problem solving and troubleshooting skills.
• Ability to make sound, responsible decisions in a timely manner
• Strong PC skills, including Microsoft Office
• Demonstrated analytical problem solving and troubleshooting skills.
• Previous leasing, financial or lending services experience
• CRM system knowledge
• Working knowledge of UCC/Lien requirements
• Proven track record in process optimization and improvement. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Compensation Range:

$24.00 - $48.56 USD Hourly

The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.