Equipment Finance Sales Coordinator - Sr

Huntington National Bank; Minnetonka (MN); On-site; USD 47,000 - 101,000; Full time

Job summary

A leading financial institution seeks an Equipment Finance Sales Coordinator to support transaction processes and ensure document compliance. The ideal candidate will manage financial transactions, maintain client relationships, and possess strong analytical skills. Join a team committed to excellence and accountability.

Benefits

Health insurance coverage

Retirement savings plan

Paid time off (PTO)

Wellness program

Qualifications

• 2+ years working with financial transactions.
• 2+ years of contracts experience in finance or mortgage.

Responsibilities

• Manage and monitor ongoing origination activity and sales enablement duties.
• Prepare transaction documentation packages for lease and loan transactions.
• Coordinate efforts among internal departments for accurate document creation.

Skills

Analytical problem solving

Attention to detail

Communication

Multitasking

Education

Bachelor's Degree

Tools

CRM system knowledge

Proficiency in Word

Proficiency in Excel

Job description

Equipment Finance Sales Coordinator - Sr

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Equipment Finance Sales Coordinator - Sr

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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.

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 additional 2+ years working with financial transactions
• Proficiency in Word and Excel
• 2+ years of contracts experience in finance or mortgage
  
  
  

Preferred Qualifications

• Previous leasing, financial or lending services experience
• CRM system knowledge
• Working knowledge of UCC/Lien requirements
• Proven track record in process optimization and improvement
• 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
  
  
  

#CML

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

$47,000 - $101,000 Annual Salary

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. 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.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Banking, Financial Services, and Investment Banking

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