Operations & Transaction Coordinator – Equipment Finance | Remote | Immediate Start

Role Name: Operations & Transaction Coordinator

Schedule: 40 hours per week, Monday to Friday 6am to 3pm PST with one hour of unpaid break

Client Timezone: CST

Client Overview: A growing equipment finance company that provides financing solutions for equipment purchases across multiple industries. They work with brokers and clients to process financing deals through a comprehensive credit decisioning workflow. The company is experiencing significant volume growth and is expanding their team to support increased demand.

Job Description: You’ll join a dynamic equipment finance team where your analytical skills will directly impact business decisions and client outcomes. This role offers a unique career progression path, starting with foundational procedural work and evolving into sophisticated credit analysis responsibilities. You’ll be working with an established team that values professional development and wants to invest in your growth from day one, with clear advancement opportunities as you master each level of responsibility.

Responsibilities:

• Handle credit packaging and documentation management for equipment financing deals
• Process additional information requests from brokers and clients with attention to detail
• Conduct due diligence reviews and validation of financial documents
• Review and validate bank statements, ensuring completeness before forwarding to credit team
• Communicate professionally with brokers and clients regarding missing or incomplete documentation
• Support volume management initiatives to relieve operational bottlenecks
• Transition gradually into analytical credit worthiness assessments as skills develop
• Follow established processes and procedures for equipment finance transactions
• Identify discrepancies in submitted materials and request corrections proactively

Requirements:

• Finance background with strong analytical skills
• Excellent English proficiency for client and broker communication
• Attention to detail for document validation and financial review
• Commitment to data security and confidentiality protocols
• Willingness to learn and grow from procedural to analytical responsibilities
• Bonus if you have equipment finance or credit risk analysis experience
• It helps if you understand financial statements and bank statement analysis
• Bonus if you have experience with credit profiles, FICO scores, or revolving credit analysis

Independent Contractor Perks
HMO Coverage for eligible locations
Permanent work from home
Immediate hiring
Steady freelance job