Senior Sales Support Associate - Structured
Department: Operations
Employment Status: Exempt
Reports To: VP of Operations - Sales Support Structured
Our client is a team of equipment finance professionals dedicated to helping customers and partners grow their businesses. They foster a collaborative, customer-focused culture built on teamwork, integrity, and exceptional service. Their commitment to delivering outstanding client experiences has positioned them as a trusted leader within the equipment finance industry.
The Senior Sales Support Associate - Structured provides critical operational and sales support for large-ticket structured finance transactions. This role partners closely with Sales, Customers, Vendors, Dealers, Attorneys, and internal Operations teams to ensure transactions progress efficiently from application through funding and booking.
The ideal candidate possesses extensive experience with equipment finance documentation, structured transactions, UCC filings, titled assets, and large-ticket loan and lease transactions while maintaining exceptional customer service and attention to detail.
Manage structured transaction workflow from application submission through documentation, audit, funding, and final booking.
Prepare, review, and coordinate all transaction documentation for structured finance deals.
Serve as the primary liaison between Sales, Vendors, Dealers, Customers, Partners, and Attorneys throughout the transaction lifecycle.
Ensure all customer documentation is complete, accurate, and compliant prior to funding.
Coordinate with legal counsel regarding documentation preparation and negotiation.
Negotiate standard and non-standard contract requests with customers and attorneys.
Provide timely updates and support to the Sales team regarding transaction status and customer requirements.
Assist Sales with contract management to facilitate successful transaction closings.
Ensure lease and loan documentation complies with applicable policies and requirements.
Resolve customer issues by providing practical and timely solutions.
Participate in weekly sales forecasting activities.
Monitor transaction pipelines and ensure deals remain on schedule for funding and booking.
Collaborate closely with Sales and Contract Management teams throughout the closing process.
Maintain established service levels and quality standards.
Support direct sales initiatives involving structured finance transactions.
Train and mentor new team members as assigned.
Perform additional duties as assigned by management.
Extensive experience preparing documentation for large-ticket loan and lease transactions.
Hands-on experience managing non-real estate structured transactions ranging from $5 million to $60 million.
Strong knowledge of equipment financing and equipment lease documentation.
Experience documenting and closing Franchise Finance transactions up to $15 million.
Thorough understanding of Blue Water and Brown Water equipment financing.
Working knowledge of UCC filings and Fixture Filings.
Experience handling documentation involving titled vehicles.
Experience coordinating documentation preparation with attorneys.
Familiarity with TVAL and SuperTRUMP pricing systems.
Experience preparing complete funding packages in accordance with internal closing checklists.
Strong organizational skills with exceptional attention to detail.
Excellent written and verbal communication skills.
Ability to manage multiple complex transactions simultaneously.
Strong customer service and relationship management skills.
Ability to work collaboratively in a fast-paced, deadline-driven environment.
Large-ticket structured finance operations
Equipment finance
Commercial lending
Lease documentation
Loan documentation
UCC & Fixture Filings
Franchise finance
Funding package preparation
Contract negotiation
Attorney coordination
Pipeline management
Sales support
Customer relationship management
Compliance documentation
Transaction closing
Workflow management
Documentation auditing
Forecasting
Multi-tasking
Process improvement
Management may assign new responsibilities, reassign existing duties, or eliminate functions as business needs evolve.
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