Job Description
Description
We are looking for a detail-oriented finance specialist to support equipment sales by structuring effective financing and leasing solutions for customers. This role acts as a key link between clients, sales teams, and lending partners to move transactions from proposal through approval and funding. The ideal candidate brings strong financial judgment, a consultative approach, and the ability to manage multiple priorities while maintaining accuracy and service quality.
Responsibilities:
• Partner with sales staff to prepare tailored financing and lease proposals that align with customer needs and business goals.
• Guide customers through financing options, explain terms clearly, gather required credit details, and help secure agreement on the final structure.
• Manage transaction completion by obtaining signed documents, collecting upfront payments, and confirming insurance details needed for funding.
• Monitor outstandi...
We are looking for a detail-oriented finance specialist to support equipment sales by structuring effective financing and leasing solutions for customers. This role acts as a key link between clients, sales teams, and lending partners to move transactions from proposal through approval and funding. The ideal candidate brings strong financial judgment, a consultative approach, and the ability to manage multiple priorities while maintaining accuracy and service quality.
Responsibilities:
• Partner with sales staff to prepare tailored financing and lease proposals that align with customer needs and business goals.
• Guide customers through financing options, explain terms clearly, gather required credit details, and help secure agreement on the final structure.
• Manage transaction completion by obtaining signed documents, collecting upfront payments, and confirming insurance details needed for funding.
• Monitor outstandi...