Serve as a primary point of contact for assigned clients and transactions.
Manage multiple transactions concurrently, often at different stages of completion.
Review incoming requests for clarity, completeness, and alignment with approvals.
Track and communicate transaction progress from initiation through documentation, booking, and funding.
Communicate directly with external customers to obtain required information, clarify documentation requirements, and address questions throughout the transaction lifecycle.
Partner with internal stakeholders
including sales, credit, asset management, documentation, and booking teams
to advance transactions.
Maintain clear, professional, and timely communication while balancing competing priorities.
Respond to inbound inquiries that may fall outside of standard work queues, including ad hoc customer or partner requests.
Ensure all components of a transaction align with internal policies, risk standards, and approvals.
Advance transactions through internal systems once documentation and conditions are satisfied.
Apply judgment to transactions that fall outside of standard scenarios due to customer complexity or unique deal structures.
Leverage foundational equipment finance knowledge to evaluate options and determine appropriate next steps when exceptions arise.
Identify potential risks and issues early, and partner with leadership or stakeholders to mitigate them.
Navigate ambiguity effectively, recognizing that not all situations have predefined solutions.
Maintain accurate tracking of multiple active transactions and their outstanding requirements.
Prioritize work based on urgency, transaction stage, and customer impact.
Adjust focus as priorities shift throughout the day or month.
Provide support to teammates outside primary responsibilities as workloads shift across functions.
Participate in cross-training activities to build coverage and operational flexibility.
Engage with peers and leadership to share knowledge and best practices.
Proactively raise questions or concerns to prevent negative downstream impacts.
Requirements
High school diploma or equivalent
Six to eight years of experience in leasing or other financial operations activities
Experience in equipment finance, leasing, or credit-supported transactions
Ability to manage multiple workstreams simultaneously in a fast-paced environment
Strong written and verbal communication skills
High attention to detail and organizational skills
Demonstrated problem-solving and judgment in non-standard situations
Familiarity with documentation, booking, and funding processes
Experience partnering across sales, credit, and operational teams
Ability to quickly learn and master multiple software applications; strong PC skills Microsoft Office (Excel, Word) and Adobe experience is preferred
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law