We are looking for an experienced Equipment Finance Coordinator to support complex lease and loan transaction activity for a Contract position. n this role, you will oversee documentation workflows, validate transaction details, and collaborate with internal teams and clients to help move deals through the process accurately and on schedule. The position requires strong judgment, attention to detail, and the ability to manage multiple priorities while protecting the organization’s security interests and compliance standards.
Responsibilities:
- Review transaction information for completeness and accuracy, including customer entity details, equipment information, pricing elements, tax considerations, and other key deal data before documentation is prepared.
- Enter and maintain transaction records in designated systems while monitoring active origination activity and supporting assigned sales enablement tasks.
- Prepare documentation packages tailored to approved lease and loan transactions across a range of industries and complexity levels.
- Partner with internal stakeholders to investigate and resolve discrepancies so documents are issued correctly and within required timelines.
- Confirm that ownership or security interests are properly protected through filings, lien-related reviews, recordings, releases, subordinations, and related collateral documentation.
- Track transactions throughout the documentation lifecycle to ensure alignment with company policies, compliance expectations, credit requirements, and legal standards.
- Assess changes to deal structure or pricing and coordinate updated approvals or modifications when transaction terms are revised.
- Identify outstanding conditions required for funding and follow up with clients or internal teams to obtain returned documents and other required items.
- Contribute to departmental service goals by maintaining productivity, quality standards, and adherence to established service level expectations.
- Bachelor’s degree or equivalent relevant experience.
- At least 2 years of equipment finance or related business experience.
- Strong written and verbal communication skills with a high level of accuracy and attention to detail.
- Ability to manage multiple tasks effectively in a fast-paced, deadline-driven environment.
- Demonstrated analytical thinking, problem-solving ability, and sound decision-making skills.
- Proficiency with Microsoft Excel and general computer applications.
- Experience interpreting documentation, compliance requirements, pricing details, and contractual terms.
- Ability to deliver responsive, customer-focused support while working independently and across internal departments.
