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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in equipment financing products, documentation, and transaction management, with a strong focus on risk identification and compliance. Proven ability to lead teams, mentor junior members, and enhance operational efficiency in a fast-paced environment.
Highest-signal resume keywords
Equipment Financing ExpertiseTransaction Documentation ManagementNCino ProficiencySalesforce ProficiencyRisk Identification and Escalation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Equipment Financing ProductsDocumentation ReviewTransaction AuditingCollateral PerfectionPricing ModelsFraud PreventionPayment VerificationBusiness Recommendations AnalysisProcess ImprovementTraining Plan Management
Soft Skills
Strong Communication SkillsInterpersonal SkillsTime ManagementOrganizational SkillsAnalytical Skills
Tools & Technologies
NCinoSalesforceAspireDocuSignMicrosoft Tools
Industry Keywords
Equipment FinanceStructured FinancingTransaction BookingEscrow ManagementCompliance RisksCredit ApprovalsVirtual Work EnvironmentDelegated Authority Guidelines
About the role
Key responsibilities & impact- Support Sales Teams providing equipment finance solutions to businesses across industries and geographies
- Provide high-level technical operations support and exceptional service when onboarding structured financing transactions
- Review, reconcile and audit equipment finance transaction information
- Apply equipment finance products and create or review applicable documentation
- Coordinate document negotiations and approvals with partner departments
- Support accurate and timely transaction booking and funding
- Manage escrow accounts and perform fraud prevention, borrower verification and payment verification activities
- Review third-party lease documentation and vendor/borrower reporting requirements
- Communicate with sales, credit, asset management, pricing, tax, legal, vendors, suppliers, financial institutions, clients and other partners
- Prepare and review documentation packages according to credit approvals, KEF policies and risk practices
- Exercise delegated prerelease, documentation and funding authority up to $7,500,000 within Schedule of Authority guidelines
- Communicate transaction status, pending items and completion requirements to sales, sources and borrowers
- Support billing processes, resolve overdue bills and collect payments
- Identify and escalate structure, credit, documentation, compliance and tax risks
- Provide subject-matter expertise, direction and training to team members
- Assist with process improvement and efficiency initiatives
- Perform daily and monthly audits for departmental quality assurance
- Prepare reports and complete special projects and other assigned duties
Requirements
What you’ll need- Bachelor’s Degree in Business, Economics or Finance or equivalent work experience
- 7+ years experience documenting financing transaction documentation, or 10+ years of other financial services experience
- Strong technical expertise regarding equipment financing products, documentation, pricing models, collateral perfection, sales/property tax rules and pre-booking systems entries
- Proficiency with nCino, Salesforce, Aspire, DocuSign and Microsoft tools
- Experience leading and participating in project teams outside normal day-to-day activities
- Ability to multi-task on several complex transactions involving multifunctional areas
- Experience mentoring junior team members and creating and managing training plans
- Experience analyzing and generating business recommendations, action items and follow-up
- Strong oral and written communication, interpersonal, time management, organization and analytical skills
- Ability to work independently and in a team environment, prioritize assignments and work under pressure
- Ability to identify risks and red flags and escalate issues appropriately
- Ability to learn systems, products and documentation quickly
- Ability to work in a fast-paced, virtual work environment
- Ability to work within policies, procedures and delegated authority guidelines
Benefits
Comp & perks- Base salary range of $69,000.00–$105,000.00 annually
- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Flexible workspace options in circumstances where roles can be performed effectively in a mobile environment
- Reasonable accommodations for qualified individuals with disabilities or disabled veterans