Equipment Finance Specialist

Join us today as the Equipment Finance Specialist!
First Business Bank is a Top Workplaces USA company, learn more here.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!  Work Model: Hybrid, one day per week at the Brookfield, WI office. OVERVIEW: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. Key Responsibilities:Transaction Processing & Documentation

• Prepare and distribute transaction documentation in accordance with credit approvals and company guidelines
• Review executed documents for accuracy and completeness; resolve any discrepancies
• Follow up with clients to obtain required documentation
• Identify inconsistencies that may indicate potential fraud
• Approve release of purchase orders to vendors following documentation review

Funding & Booking

• Prepare transactions for funding and booking
• Confirm equipment delivery and acceptance with clients
• Reconcile vendor invoices and validate funding data
• Make funding and booking recommendations to management
• Maintain accurate records of all documentation and funding activities

Client & Sales Support

• Serve as a primary point of contact for clients, vendors, and internal sales teams
• Respond to and resolve inquiries in a timely manner
• Support sales efforts by following up on missing or outstanding information

Performance Expectations

• Consistently meet defined productivity and quality metrics
• Deliver a high level of service to internal and external partners

The successful candidate should have:

• Associates Degree or equivalent years of services required 
• Detail orientated with the ability to learn and retain complex policies and procedures. 
• Ability to multitask, manage time and priorities in multiple process environments.  
• 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.