[Remote] Equipment Finance Specialist
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a Top Workplaces USA company that prioritizes its employees and client satisfaction. The Equipment Finance Specialist is responsible for supporting equipment finance transactions, serving as a key liaison between clients, vendors, and sales representatives to ensure efficient processing and documentation.
Responsibilities
- Prepare and distribute transaction documentation in accordance with credit approvals and company guidelines
- Review executed documents for accuracy and completeness; resolve any discrepancies
- Follow up with clients to obtain required documentation
- Identify inconsistencies that may indicate potential fraud
- Approve release of purchase orders to vendors following documentation review
- Prepare transactions for funding and booking
- Confirm equipment delivery and acceptance with clients
- Reconcile vendor invoices and validate funding data
- reputed company funding and booking recommendations to management
- Maintain accurate records of reputed company documentation and funding activities
- Serve as a primary reputed company of contact for clients, vendors, and internal sales teams
- Respond to and resolve inquiries in a timely manner
- Support sales efforts by following up on missing or outstanding information
- Consistently meet defined productivity and quality metrics
- Deliver a high level of service to internal and external partners
Skills
- Associates Degree or equivalent years of services required
- Detail orientated with the ability to learn and retain reputed company policies and procedures
- Ability to multitask, manage time and priorities in multiple process environments
- Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and reputed company digital solutions to drive efficiency and innovation
Benefits
- Comprehensive Health, Dental, and reputed company plans
- Competitive compensation, with a focus on professional development and internal mobility
- Paid vacation time (15 days minimum per year)
- Paid sick leave (6 days per year)
- 1 day paid volunteer time
- 10 paid holidays (annually)
- Paid parental leave
- 401(k) program with company matching, plus additional profit sharing contribution
- Performance based annual incentive program
- Free and confidential Employee Assistance Program
- Wellness programs
- Education Assistance Program
- Employee Stock Purchase Program
Company Overview