Equipment Finance Group Syndication Coordinator in Berwyn, PA

Description

The Syndication Coordinator supports the Acquisition & Syndication function by coordinating the processing of third-party originated commercial equipment finance transactions. This role serves as a primary point of contact for assigned syndication sources and is responsible for facilitating efficient transaction flow from application intake through credit review, documentation, and funding. The position contributes to improved operational efficiency, increased capacity, and strong, enduring source relationships.

Essential Job Responsibilities

1.      Receives, reviews, and enters third-party originated applications into Salesforce, ensuring accuracy, completeness, and proper coding.

2.      Compiles, reviews, and submits complete credit packages to internal credit teams and external funding sources in accordance with established guidelines.

3.      Prepares transaction documentation packages for quality control, review, and processing.

4.      Structures lease and loan transactions in compliance with internal policies and purchasing institution requirements.

5.      Calculates the present value of payment streams to support transaction structuring and pricing.

6.      Serves as the primary day-to-day contact for assigned sources, supporting ongoing transaction flow and maintaining productive working relationships.

7.      Communicates credit decisions, counteroffers, documentation requests, and funding status updates to sources in a clear, timely, and professional manner.

8.      Submits transactions to appropriate funding sources based on direction from a Syndication Officer or the department Team Leader.

9.      Coordinates with operations and documentation teams to ensure transactions are documented and funded in accordance with purchasing financial institution requirements.

10.   Notifies FCEF sales representatives of transaction status updates, decisions, and additional

11.   Assists in the purchase and sale of individual transactions and portfolios with financial institutions.

12.   Supports portfolio purchases by preparing spreadsheets, assisting with booking activities, and ensuring documentation accuracy.

13.   Assists in resolving issues related to purchased or sold contracts, including post-funding documentation or servicing matters.

14.   Prepares transaction pipeline reports and status updates for distribution to sales and management teams.

15.   Monitors transaction progress to ensure Service Level Agreements (SLAs) are met for both internal and external stakeholders.

16.   Takes ownership of customer and source issues and follow through to resolution in a timely and professional manner.

17.   Communicates effectively with sales representatives, customer service, sales support, management, and funding sources via phone and email.

18.   Communicates professionally with management and associates of external financial institutions.

19.   Promotes EFG's reputation by conducting business with professionalism, accuracy, responsiveness, and respect.

20.  Maintains confidentiality and demonstrates a high degree of professionalism in appearance, communication, and conduct.

Bona Fide Occupational Qualifications

1. A Bachelor's degree in Business or Finance related field and/or equivalent experience 

2. A minimum of ten years of credit analysis and/or relevant industry experience 

3. Demonstrated business development skills required with established COI network

4. Good communication skills with ability to influence others and the ability to work independently

5. Strong computer and analytical skills are necessary

6. A valid driver's license and travel, including some overnight stays, are required.

7. May be eligible for Telecommuting.

 

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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