Position Overview
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:
β’ Partner with sales staff to prepare tailored financing and lease proposals that align with customer needs and business goals.
β’ Guide customers through financing options, explain terms clearly, gather required credit details, and help secure agreement on the final structure.
β’ Manage transaction completion by obtaining signed documents, collecting upfront payments, and confirming insurance details needed for funding.
β’ Monitor outstandi...