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.

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