Equipment Finance Loan Origination Analyst
Join a dynamic team driving impactful change in equipment finance operations. Be part of a group that values innovation and collaboration. Apply today to help shape the future of our business!
Job Summary As an Equipment Finance Loan Origination Analyst in Equipment Finance Onboarding, you guide and support a production team to deliver an exceptional customer experience. You partner with leadership to implement transformation initiatives and serve as an escalation point for contract data setup and booking processes. You reinforce priorities that support the Equipment Finance strategic plan and adapt responsibilities as business needs evolve.
Job Responsibilities
- Serve as point of contact for segments and roles served, managing pipeline priorities
- Address transaction processing escalations and participate in deal team meetings
- Resolve quality control escalations and partner with the quality control team to recalibrate onboarding processes
- Foster partnerships across onboarding sites, operations, sales, bankers, legal, asset team, structuring, and underwriting officers to manage workflow and SLA adherence
- Promote a culture of continuous improvement, encouraging new ideas and empowering the team
- Develop, draft, and maintain job aides throughout onboarding transformation
- Identify and implement training opportunities based on data quality and accuracy, guiding according to policies and procedures
Required Qualifications, Capabilities, and Skills
4 years of experience in equipment finance, loan origination, or related operationsDemonstrated ability to lead and guide teams in a fast-paced environmentStrong communication and partnership skills across multiple business functionsExperience resolving escalations and managing prioritiesProven ability to drive process improvements and transformation initiativesProficiency in workflow management and adherence to service level agreementsAbility to develop training materials and job aidesAttention to detail and commitment to data qualityFlexibility to adapt responsibilities as business needs changeExperience working with cross-functional teamsWillingness to become a subject matter expert in equipment finance productsPreferred Qualifications, Capabilities, and Skills
Experience with syndicated and bilateral leases and loansBackground in commercial or private banking operationsKnowledge of asset types such as aircraft, marine, and railExperience with global operations teamsFamiliarity with structuring and underwriting processesAdvanced problem-solving and analytical skillsExperience implementing transformation initiatives in financial services