Senior Equipment Financing Closing Specialist

First Commonwealth Bank

Northern (KY)

Hybrid

USD 60,000 - 90,000

Full time

12 days ago
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Job summary

First Commonwealth Bank seeks a Senior Sales Support Representative for Equipment Group Financing to oversee documentation, closing, and funding of lease/loan transactions. You will collaborate with clients, relationship managers, portfolio managers, asset managers and credit teams to ensure a smooth closing and exceptional client experience.

The role requires five years of loan documentation experience, strong attention to detail, and the ability to manage complex transactions across multiple

Qualifications

  • Bachelor’s degree in Business or equivalent preferred
  • Five years of experience with loan documentation and due diligence
  • Knowledge of loan structures, documentation needs, and UCC searches preferred
  • Strong attention to detail and analytical skills
  • Ability to multitask and prioritize efficiently
  • Telecommuting may be eligible

Responsibilities

  • Mentor Sales Support Representatives and train new hires
  • Document and review complex lease/loan structures including Municipal transactions over $500,000
  • Provide extraordinary client service as part of the Perfect Client Experience
  • Meet service levels for internal and external clients
  • Manage the transaction documentation and closing process
  • Coordinate with client, sales rep and internal teams to ensure compliance
  • Prioritize work queues for new lease/loan transactions
  • Manage work-in-progress in the closing calendar
  • Ensure documents meet credit and asset approval requirements
  • Gather due diligence items (KYC, CDD/BO, OFAC, UCC, insurance, titles)
  • Confirm payment/wire instructions
  • Resolve deficiencies or escalate as needed
  • Prepare funding communications for disbursement
  • Follow up items promptly
  • Participate in department projects and suggest efficiency improvements

Skills

Loan documentation
Due diligence
Attention to detail
Analytical skills
Communication

Education

Bachelor’s degree in Business or equivalent

Tools

Microsoft Office

Job description

First Commonwealth Bank seeks a Senior Sales Support Representative for Equipment Group Financing to oversee documentation, closing, and funding of lease/loan transactions. You will collaborate with clients, relationship managers, portfolio managers, asset managers and credit teams to ensure a smooth closing and exceptional client experience.

The role requires five years of loan documentation experience, strong attention to detail, and the ability to manage complex transactions across multiple

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