Artificial Intelligence (AI), Billing, Brokerage, Business Banking, Customer Relations, Customer Satisfaction, Data Quality, Detail Oriented, Documentation, Documentation Review, Finance, Financial Transactions, Funding, Inside Sales, Multitasking, Purchase Orders, Quality Metrics, Record Keeping, Sales, Sales Support, Team Building, Time Management
Join us today as the Equipment Finance Specialist!
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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.
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First Business Financial Services Inc