<p>Join us today as the Equipment Finance Specialist!</p> <p>First Business Bank is a Top Workplaces USA company, learn more here.</p> <p>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!</p> <p>Work Model: Hybrid, one day per week at the Brookfield, WI office.</p> <p>OVERVIEW:</p> <p>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.</p> <p>Key Responsibilities:</p> <p>Transaction Processing & Documentation</p> <ul> <li>Prepare and distribute transaction documentation in accordance with credit approvals and company guidelines </li><li>Review executed documents for accuracy and completeness; resolve any discrepancies </li><li>Follow up with clients to obtain required documentation </li><li>Identify inconsistencies that may indicate potential fraud </li><li>Approve release of purchase orders to vendors following documentation review </li></ul> <p>Funding & Booking</p> <ul> <li>Prepare transactions for funding and booking </li><li>Confirm equipment delivery and acceptance with clients </li><li>Reconcile vendor invoices and validate funding data </li><li>Make funding and booking recommendations to management </li><li>Maintain accurate records of all documentation and funding activities </li></ul> <p>Client & Sales Support</p> <ul> <li>Serve as a primary point of contact for clients, vendors, and internal sales teams </li><li>Respond to and resolve inquiries in a timely manner </li><li>Support sales efforts by following up on missing or outstanding information </li></ul> <p>Performance Expectations</p> <ul> <li>Consistently meet defined productivity and quality metrics </li><li>Deliver a high level of service to internal and external partners </li></ul> <p>The successful candidate should have:</p> <ul> <li>Associates Degree or equivalent years of services required </li><li>Detail orientated with the ability to learn and retain complex policies and procedures. </li><li>Ability to multitask, manage time and priorities in multiple process environments. </li><li>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. </li></ul>