Senior Equipment Financing Coordinator
1 week ago
We are seeking a highly skilled and detail-oriented Business Finance Coordinator to join our team at Bevel Financial. This is a unique opportunity to work with commercial equipment financing transactions, ensuring accurate documentation and compliance.
Key Responsibilities:
- Document Preparation: Prepare and review complex financing documents, including UCC filing documents, security agreements, and equipment schedules.
- Coordination: Liaise with equipment vendors, dealers, manufacturers, and transportation companies to ensure smooth loan closings.
- Compliance and Quality Control: Verify UCC filing status and lien positions, ensuring equipment insurance requirements are met.
Funding and Disbursement: Coordinate vendor payments and equipment delivery, validating closing statements and payment disbursements to ensure timely and accurate balances.
Problem Resolution: Develop creative solutions to issues that arise during closing, such as inaccurate closing statements or equipment discrepancies.
Customer Service: Guide business clients through equipment documentation requirements, explaining equipment financing terms and conditions.
Record Keeping: Maintain accurate records of transactions within our CRM, creating invoices for commission amounts and validating receipt of payments.
Estimated Salary: $60,000 - $80,000 per year, based on experience and qualifications.
This role requires a strong attention to detail, excellent communication skills, and a passion for delivering exceptional client service.
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