Deal Management Analyst

Overview

We are currently seeking a Loan Officer - IT Banking (remote) for a prominent client of ours. This position is located in Santa Clara, CA (remote). Compensation is $49/hr based on experience. The role is 100% remote and requires support of CST or EST working hours.

• Reporting to the Sr. Customer Finance Director, playing a critical role in supporting presales and post‑sales deal activity for Palo Alto Networks Financial Services (PANFS).
• Supporting product sales teams on financing requests, including pricing, deal structuring, and documentation.
• Working closely with the deals desk and sales finance teams to ensure PANFS deals are structured in accordance with the company’s and PANFS’s economic expectations.
• Working closely with PANFS’s Credit and Operations Manager to ensure all PANFS transactions meet the minimum required risk profiles.
• Ensuring all PANFS transactions are processed accurately in accordance with PANFS documented policies and procedures.
• Coordinating with the company’s legal team on all non‑standard terms and conditions.
• Administering and supporting PANFS financing transactions over the entire deal life cycle.
• Acting as a bank for the company, providing payment‑plan solutions to PAN customers to acquire PAN customers.
• Supporting Financial Service Managers with negotiations and financing documents for potential customers.
• Inputting approved deals into the internal financing system attached to PAN’s SAP system.
• Using Solifi (or similar systems) to process financing deals.

• Strong working knowledge of the global leasing and finance industry, including accounting and revenue implications.
• Strong working knowledge of transaction structures for equipment and software financing, with relevant experience in contract administration.
• Experience with Solifi, IDS Rapport or Info Lease lease/loan system.
• Experience managing and working with banks and third‑party finance companies.
• Positive attitude and highly professional demeanor; sense of humor helps.
• Bachelor’s degree in economics, finance, or equivalent area.
• MBA preferred.
• Minimum 5 years of loan, leasing, or financing experience.
• Strong quantitative and analytical skills.
• Exceptional organization, prioritization, multi‑tasking, and time‑management skills.
• Proactive and assertive approach to managing tasks and responsibilities.
• Proficiency in Google Suite and Microsoft Office, including Excel and PowerPoint.
• Ability to solve problems and think quickly under pressure.
• Work effectively as a collaborative team player.
• Comfortable working in a fast‑paced, deadline‑driven environment.

If you are interested in hearing more about the position, please respond to this posting with your resume attached or contact me at 813‑321‑1674.