Operational Specialist

In this role, you’ll partner closely with both clients and the sales team to help evaluate, structure, and process financing transactions for businesses across a variety of industries. You’ll gain hands-on exposure to underwriting, credit analysis, and equipment financing operations, with comprehensive training provided during your first 30 days.

What You’ll Do

• Launch and manage new client transactions within our proprietary system
• Communicate directly with customers to gather information needed for sound credit decisions
• Learn about clients’ businesses, operations, and current/future equipment needs
• Pull and review credit and business documentation, including:
  • Credit bureau reports (CBR)
  • PayNet reports
  • Financial statements
  • Secretary of State filings
• Analyze available information and prepare concise underwriting recommendations
• Help structure transactions and identify creative ways to get deals approved
• Provide ongoing updates to vendor sales reps and internal sales teams throughout the process
• Assist with documentation and operational support for new transactions
• Contribute to a collaborative, team-oriented environment where everyone pitches in when needed

What We’re Looking For

• Strong attention to detail and organizational skills
• Solid math and analytical abilities
• Excellent communication and relationship-building skills
• Comfortable speaking with clients via phone and email
• Strong time management and ability to prioritize in a fast-moving environment
• Positive attitude and willingness to learn
• Prior banking, finance, or lending experience is a plus