Commercial Transaction Coordinator II – Vendor Finance

Responsibilities

• Prepares documents to match specifications of credit approval, deal requirements, and policies for complex transactions.
• May provide client‑facing service directly or with senior coordinators and interact with external business partners.
• May provide on‑the‑job training or coaching.
• Creates and maintains legal document files required for complex transactions.
• Coordinates with Servicing to onboard and accurately book transactions into accounting system.
• Prepares and issues legal documents to client for transactions.
• Reviews client‑executed documents for compliance.
• Prepares requests to release client funds.
• Satisfies documentation due diligence for standard transactions.
• Interacts professionally with internal and external contacts to gather necessary information.
• Identifies exceptions, escalates when necessary and resolves appropriately.
• Prepares and files security documentation for standard transactions required to perfect interest in the collateral.

• 4+ years of related business or functional experience
• Associates or equivalent degree as well as related experience or product knowledge
• Experience in sales support, document preparation, or operations is preferred
• Complex Transactions
• Documentation Preparation
• Documentation Review
• Documentations
• Due Diligence
• Finance Strategy
• Financial Operations
• Public Accounting
• Sales Support
• Task Organization
• Accuracy and Attention to Detail
• Collaborating
• Data Gathering and Reporting
• Decision Making and Critical Thinking
• Effective Communications
• Managing Multiple Priorities
• Operational Functions
• Products and Services
• Regulatory Environment - Financial Services

• Associates Degree