Equipment Leasing Analyst
Listed on 2026-07-16
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Finance & Banking
Financial Compliance, Loan Servicing, Financial Analyst
Equipment Leasing Analyst
$65,000 – $85,000 per year | Dallas, TX | Permanent
Benefits- Medical
- Dental
- Vision
- Paid Time Off (PTO)
- Short and Long term disability
- 401k
- ESOP
- Tuition reimbursement
- Hybrid schedule: 4 days onsite, remote Fridays
Our client is a well‑established Dallas‑based organization with annual revenues exceeding $100 million, supported by a larger global enterprise. The company serves commercial customers across multiple regions through a broad network of operating locations, focusing on operational excellence, long‑term partnerships, and exceptional customer service.
Position OverviewThe role supports sales teams across a multi‑state network by preparing financing and leasing quotes, reviewing documentation, and responding to a high volume of requests in a fast‑paced environment. The ideal candidate has experience with equipment financing or leasing and thrives in a deadline‑driven setting.
Responsibilities- Review and process incoming finance requests from an internal queue and shared inbox.
- Prepare financing and leasing quotes for sales representatives across multiple locations.
- Review lease and finance documentation to ensure accuracy and completeness.
- Utilize internal systems, web‑based vendor portals, and quoting tools to generate financing proposals.
- Compare financing options and interest rates from multiple lending sources.
- Maintain accurate records and documentation throughout the quoting process.
- Respond to a high volume of email requests while managing competing priorities.
- Collaborate closely with sales teams to provide timely and accurate financing information.
- Ensure all work is completed with a high level of accuracy and attention to detail.
- Support continuous process improvements and other finance‑related projects as needed.
- 2–3 years of experience in equipment finance, equipment leasing, commercial lending, or a related finance role.
- Experience reviewing financial and leasing documentation.
- Strong organizational skills with the ability to manage multiple priorities in a fast‑paced environment.
- Excellent written communication skills and the ability to respond professionally to internal stakeholders.
- Working knowledge of Microsoft Excel and general computer applications.
- Experience using finance or quoting systems is preferred.
- Bachelor's degree in Finance, Accounting, Business, or a related field preferred; equivalent industry experience considered.
- Strong attention to detail and accuracy.
- Ability to work efficiently in a high‑volume, deadline‑driven environment.
- Self‑motivated with excellent time management skills.
- Team player who enjoys supporting internal customers.
- Positive attitude with a willingness to learn proprietary systems and processes.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
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