Job Description

ENTRY LEVEL DOCUMENTATION AND FUNDING SPECIALIST – (LOCAL CANDIDATES ONLY)

Location:  South Coast Metro, CA

TOP REASONS TO WORK WITH US

• We are one of the largest privately-held independent finance companies with regional offices across the United States
• Currently funding over 3,000 transactions annually exceeding $200MM
• We have high accreditations and a great reputation

WHAT YOU WILL BE DOING

• Work with our 70+ sales reps to create and send funding documents to our customers.
• Create updates and loan addendums to help fund transactions.
• Update our CRM system on all sent documents.
• Receive and check in all documents and addendums.
• Learning the funding process and how it connects with all department
• Work with funding, credit and sales department to overcome credit stipulations

WHAT YOU NEED FOR THIS POSITION

MUST HAVE SKILLS:

• Minimum of 5 years work experience in the Equipment Finance Industry or similar industries such as Mortgage, Insurance or Accounting.
• Detail oriented, well organized and great time management skills
• Excellent communication skills (written, verbal, listening)
• Ability to handle multiple priorities and produce results
• Ability to work independently as well as part of a team
• Ability to maintain confidentiality and adhere to company privacy policies
• Creative/innovative problem solver
• High level of integrity /strong work ethic
• Self-motivated/takes initiative

NICE TO HAVE SKILLS:

• Bachelor’s Degree is preferred but not required
• A background in equipment leasing and finance is highly desirable

WHAT'S IN IT FOR YOU

• Full-Time Direct Hire Position
• Competitive Salary
• Full Benefits (Medical, Dental, Vision)
• 401K Plan
• Paid Vacation and Holidays

Applicants must be authorized to work in the U.S.

CHECK US OUT

WEBSITE PartnersCapitalGrp.com

TOUR OUR OFFICE https://youtu.be/bTzKsYVEJ4I

LINKEDIN : www.linkedin.com/company-beta/2565003/

FACEBOOK: https://www.facebook.com/Partners-Capital-Group-152852741450070/

Company Description

Partners Capital Group (Partners) was incorporated in 2005 and originally was established as a direct lender of loans and leases. We are partnered with several well established lenders/banks to offer discounting and brokering. In addition, we are staffed to handle all aspects of loan and lease origination's including credit reviews and underwriting, approvals and documentation, as well as funding and portfolio servicing. In 2007, we established a direct sales department to work with vendors and suppliers of equipment and software. Our specialties are in medical, office, telecommunications, construction, manufacturing, software, IT and other business essential equipment and software. With an unsurpassed dedication to world-class customer service, our teams of professionals have built long-term relationships with some of the largest manufacturers and dealers in the world. Our company grew from a 2,000 sq. ft. office with two employees to our current corporate office of 25,000 sq. ft. and over 150 full-time employees. Our senior management has over 200 years of combined industry experience.Partners Capital Group is a diversified, financial services company that provides creative leasing and financing programs in a diverse range of industries and markets throughout the United States. Our corporate office is located in Orange County, Ca with offices in Los Angeles, CA, Lindon, UT (Provo area) and North of Seattle, WA in Lyynewood. A career at Partners comes with a unique environment that fosters individual growth and rewards performance. We are looking for aggressive and financially motivated sales professionals from all walks of life. The individual should enjoy a high-energy sales environment and be interested in long-term career growth.