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Equipment Finance Specialist

First Business Bank (FBB) · Bank

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Join us today as the Equipment Finance Specialist!
First Business Bank is a Top Workplaces USA company, learn more here.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!
 
 Work Model: Hybrid, one day per week at the Brookfield, WI office.
 
OVERVIEW:
The Equipment Finance Specialist is a front-line, client-facing role responsible for supporting equipment finance transactions and delivering high-quality service. This position serves as a key liaison between sales representatives, equipment vendors, brokers, and end-user clients, ensuring efficient processing, documentation, and funding of transactions.
 
Key Responsibilities:
Transaction Processing & Documentation
  • 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
Funding & Booking
  • 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
Client & Sales Support
  • 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
Performance Expectations
  • Consistently meet defined productivity and quality metrics
  • Deliver a high level of service to internal and external partners
The successful candidate should have:
  • 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.
  • Specialty Finance

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