Responsibilities:
Coordinate with internal EF departments specific transaction flow policies and procedures for each internal LOB
Coordinate with bank management around needs and execution to ensure proper procedures and deal flow reporting and revenue sharing
Manage documentation and booking execution on transactions and work with both clients and vendors for proper execution
Review and approve funding requests and syndications
Create a non-disclosure agreement process and execute with Originations and Head of Originations
Be fluent on the approved and designated pricing software to help Originations as needed in pricing transactions as well as ensuring proper documentation and funding requests match the approved pricing
Coordinate with the designated authorized third-party provider for transfer of booked assets for their billing, invoicing, collections, UCC filings, security interest filings, tax reporting, payoffs and subsequent regular reporting to be received from the third party to EF
Negotiate client contracts in connection with Underwriting, Risk and Legal
Recruit, manage and train future closing specialists as added
Qualifications:
2-year college degree
Minimum experience of at least 8 years in similar role
Advanced Analytical skills
Excellent organizational and communication skills are required
Be fluent in all loan and lease products and the overall equipment finance industry
Advanced Computer skills to include Microsoft Products
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