Funding Coordinator

Join the Harbour Team

Job Description:

At Harbour Capital, the Funding Coordinator functions as primary personal contact between sales associates, vendors, customers, credit, and customer service personnel on all loan/lease documentation. This position’s primary function is to assist our vendor-driven sales team through the back-end funding process for all transactions.

Primary Responsibilities

• Actively communicates daily with assigned sources, vendors, and customers
• Creates document packages
• Takes responsibility for communicating with customers, vendors, and sources to obtain any missing items not returned with the documentation package to properly close transactions
• Adheres to policies and procedures requirements for documentation
• Requires properly prepared invoices and obtain sales quotes
• Resolves issues to facilitate the funding of lease/loan transactions
• Works with either close supervision or under clearly defined procedures

This position is incentive eligible.

Requirements

• High School Diploma or GED
• Bachelors/Associates Degree or three (3) years of experience in the equipment finance industry.

Skills and Competencies

• Ability to manage multiple priorities
• Ability to learn additional systems as needed
• Ability to work in a team environment when applicable
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
• Strong attention to detail and proof-reading skills
• Strong verbal, written communication, and organizational skills
• Strong work ethic and self-motivation