[Remote] Equipment Finance Specialist

Note: The job is a remote job and is open to candidates in USA. First Business Bank 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
• Make funding and booking recommendations to management
• Maintain accurate records of all documentation and funding activities
• Serve as a primary point 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 complex 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 leverage digital solutions to drive efficiency and innovation

Benefits

• Comprehensive Health, Dental, and Vision 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