Client Relationship Specialist - Equipment Finance
Job Description
Job DescriptionJoin 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.