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(Local or Remote Candidates)
Location: South Coast Metro, CA
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Analyze credit reports and files (i.e. Experian, Dunn & Bradstreet business report)
Review Corporate Resolutions and investigate (i.e. Google, 411 search)
Verify vendor and equipment data for accuracy
Interact with Account Executive/ Sales to obtain financial documents, aiming to enhance the creditworthiness of applicants
Process credit applications for equipment financing
Create submission packages
Exhaust all possible options to obtain credit approval
Ad Hoc projects assigned by management
Teamwork collaboration
Cross-train in Funding
What You Need For This Position
Must Have Skills:
Minimum of 2 years underwriting experience, preferably in equipment financing and leasing
Possess good judgment, ability to accept responsibility and handle confidential information
Strong time management skills, finance, documentation, and communication skills
Thorough knowledge of underwriting standards
Ability to manage multiple tasks, work under pressure and prioritize workload
Must be detail oriented and possess effective organizational skills
Ability to play detective as an Underwriter to make ensure information accuracy
Knowledge of MS Office, Word, and Excel
Nice to Have Skills:
Bachelor’s Degree in Business or related field, or equivalent job experience
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.
(Local or Remote Candidates)
Location: South Coast Metro, CA
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Manage and supervise credit department team, which includes credit application processing, credit submission to lenders and negotiating terms and interest rates
Possess good judgment, ability to accept responsibility and handle confidential information
Analyze and review CBR’s including but not limited to Experian, Paynet, D&B
Demonstrate sound judgment in the analysis of required documentation while mitigating risk through appropriate decision making
Make assessments relative to credit risk ratings
Assess financial capacity of any guarantor and determine link with business
Analyze business and personal credit documentation
Obtain and review corporate documents including Articles of Inc, tax returns and other Secretary of State files
Establish and improving upon current partner relationships
Evaluate loan decisions on applications to ensure no opportunities are missed and decisions follow procedures and policy
Full understanding of the loan funding process and how it connects with the credit department
What You Need For This Position
Must Have Skills:
Minimum of 5 years credit supervisory experience
Minimum of 5 years underwriting experience, working directly with lenders
Strong understanding of corporate structures, PayNet, Experian, and other CBRs
Read and understand P&L reports, balance sheets, tax returns, etc.
Possess good judgment, ability to accept responsibility and handle confidential information
Strong time management skills, finance, documentation, and communication skills
Thorough knowledge of underwriting standards
Ability to manage multiple teams/ tasks, work well under pressure and prioritize workload
Must be detail oriented and possess effective organizational skills
Ability to play detective as an Underwriter to make ensure information accuracy
Knowledge of MS Office, Word, and Excel
Nice to Have Skills:
Bachelor’s Degree in Business or related field, or equivalent job experience
Equipment leasing or financing experience
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.
(Local Candidates Only)
Location: South Coast Metro, CA
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Greet and welcome guests as soon as they arrive at the office
Direct visitors to the appropriate person and office
Answer, screen and forward incoming phone calls
Ensure reception area is tidy and presentable, with all necessary stationery and material (e.g. pens, forms and brochures)
Provide basic and accurate information in-person and via phone/email
Receive, sort and distribute daily mail/deliveries
Maintain office security by following safety procedures and controlling access via the reception desk (monitor logbook, issue visitor badges)
Ensuring the appropriate stocking of office, restrooms, and kitchen areas
Maintains a safe and clean kitchen area; weekly refrigerator checks
Order front office supplies and keep inventory of stock
Update calendars and schedule meetings
Arrange travel and accommodations, and prepare vouchers
Keep updated records of office expenses and costs
Perform other clerical receptionist duties such as filing, photocopying, transcribing and faxing
Cross training in Docs, Credit and Funding
Ad Hoc projects as assigned by management
What You Need For This Position
Must Have Skills:
High school diploma or equivalent
Must be a compelling and articulate speaker that project confidence and enthusiasm
Must be detail oriented and possess effective organizational skills
Must have basic computer skills
Strong time management and communication skills
Ability to manage multiple tasks, work under pressure and prioritize workload
knowledge of MS Office, Word and Excel
Nice to Have Skills:
Bachelor’s Degree in Business or related field, or equivalent job experience
Experience using Adobe Photoshop
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.
Locations:
South Coast Metro, CA
Woodland Hills, CA
Seattle, WA
Lindon, UT
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Provide leasing and financing on capital equipment to both small and large business owners
Work with Vendors, Dealers, and Distributors to effectively structure the financing requirements of business owners
Perform outbound calls to Vendors and business owners who have inquired about Financing and Leasing programs
Manage multiple accounts using Sales Logix and Aspire which drive the deal from application to funding
Develop professional relationships with Vendors from across all industries
Organize and proactively drive account management from application to deal funding
What You Need For This Position
Must Have Skills:
Must have consultative Sales experience
Compelling and articulate speakers that project confidence and enthusiasm
High energy, goal oriented, self-starters who pride themselves on performance
Basic computer knowledge including Microsoft Word, Excel, and Outlook
Ability to manage multiple tasks, work under pressure, and prioritize workload
Must be comfortable in a fast-paced, quota-driven, and results-oriented environment
Ability to think outside the box is a must!
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.
Locations:
South Coast Metro, CA
Woodland Hills, CA
Seattle, WA
Lindon, UT
Remote
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Provide leasing and financing on capital equipment to both small and large business owners
Work with Vendors, Dealers, and Distributors to effectively structure the financing requirements of business owners
Perform outbound calls to Vendors and business owners who have inquired about Financing and Leasing programs
Manage multiple accounts using Sales Logix and Aspire which drive the deal from application to funding
Develop professional relationships with Vendors from across all industries
Organize and proactively drive account management from application to deal funding
What You Need For This Position
Must Have Skills:
Must have consultative Sales experience
Compelling and articulate speakers that project confidence and enthusiasm
High energy, goal oriented, self-starters who pride themselves on performance
Basic computer knowledge including Microsoft Word, Excel, and Outlook
Ability to manage multiple tasks, work under pressure, and prioritize workload
Must be comfortable in a fast-paced, quota-driven, and results-oriented environment
Ability to think outside the box is a must!
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.
(Local or Remote Candidates)
Location: South Coast Metro, CA
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Pull credit reports (Experian, Dunn & Bradstreet, Paynet, Sec of State)
Process Credit Applications – large volume
Verify vendor, customer and equipment data for accuracy
Follow up with sales reps for missing or inaccurate information
Data entry into Aspire software
Ad Hoc projects assigned by management
Teamwork collaboration
Cross-train in Funding
What You Need For This Position
Must Have Skills:
Minimum of 2 years office experience, preferably for a finance company
Possess good judgment, ability to accept responsibility and handle confidential information
Strong time management skills, finance, documentation, and communication skills
Ability to manage multiple tasks, work under pressure and prioritize workload
Must be detail oriented and possess effective organizational skills
Knowledge of MS Office, Word, and Excel
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.
(Local or Remote Candidates)
Location: South Coast Metro, CA
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Manage DMV vehicle titling and registration process for equipment in all states
Ensure timely and accurate transaction processing
Ability to deliver excellent customer service
Ability to prioritize
Maintain DMV/Title schedule related to funding and closing process
Other office duties as assigned by the Funding Manager
Communicate with vendors, dealers, sales reps and customers for titles and other documents
File UCC’s through state websites
What You Need For This Position
Must Have Skills:
Minimum 5 years of auto titling experience
Experience with UCC filings and Wolters Kluwer’s Lien Solutions
Excellent communication skills (written, verbal, listening)
Outstanding interpersonal skills and professional demeanor
Sound judgment skills
Detail oriented and well organized
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
Multi-state titling experience preferred
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.
(Local Candidates Only)
Location: South Coast Metro, CA
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Must be able to demonstrate professional customer service both internal and external.
Performs various collection actions including contacting customers by phone to explain our billing system and policies.
Process and Review Invoices and conditional releases in a timely manner.
Identifies and resolves customers billing concerns.
Review Aging report on a regular basis, following up on late payments, and updating management regarding payment information.
Bill unpaid balances to customer or secondary payer.
Communicate and follow up with sales department regarding customer accounts.
What You Need For This Position
Must Have Skills:
1 to 3 years of billing and collection experience
Strong communication skills with great customer service and professional demeanor.
Strong time management skills, finance, documentation, and reporting skills
Must be detail oriented and possess effective organizational skills
Knowledge of business office procedures
Skill in answering a telephone in a pleasant and helpful manner
Strong knowledge in Microsoft Excel, Word, and PowerPoint
Ability to manage multiple tasks, work under pressure, and prioritize workload
Nice to Have Skills:
College degree in Accounting or Business is a huge plus
A background in equipment leasing and finance is highly desirable
Experience using QuickBooks, Great Plaines or other accounting software
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.
(Local or Remote Candidates)
Location: South Coast Metro, CA
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Preparing all funding documents to be sent to our customers including the review and verification of all document information to ensure adherence to credit approvals, policies, and established guidelines
Review and check in all executed documents
Communicate with our sales reps, customers, vendor sales reps along with our credit and billing departments
Compose funding packages and facilitate verbal authorizations to release funds to vendors
Make sure all equipment gets delivered to the customers' business locations and vendors receive all fund
What You Need For This Position
Must Have Skills:
Minimum 1 year of Docs and Funding experience
Excellent communication skills (written, verbal, listening)
Excellent interpersonal skills and professional demeanor
Sound judgment skills
Detail oriented and well organized
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.
(Local or Remote Candidates)
Location: South Coast Metro, CA
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Preparing all funding documents to be sent to our customers including the review and verification of all document information to ensure adherence to credit approvals, policies, and established guidelines
Review and check-in all executed documents and list all missing items.
Update our simplified CRM for managing documentation requests.
Create tasks on CRM for Funders to follow.
Create loan documents.
Communicate with our sales reps, credit department, and debt sources.
Communicate with debt sources to obtain tax information.
Communicate with third party title company to obtain title quotes.
What You Need For This Position
Must Have Skills:
Minimum 2 years of documentation experience
Detail oriented, well organized and great time management skills
Excellent communication skills (written, verbal, listening)
Great interpersonal skills and professional demeanor
Sound judgment skills
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.
(Local Candidates Only)
Location: South Coast Metro, CA
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Manages the new hire and on boarding process by preparing all new hire documents such as benefit folders and orientation packets.
Completes all I-9s and notifies payroll of new hires.
Maintains company compliance regarding federal, multi-state, and local legal requirements to then advise management on needed actions.
Documents all employees’ paid time off and updates payroll accordingly.
Organizes travel arrangements for all new hires hired out-of-state to attend a week-long training class at our corporate office.
Acts as liaison between employees and insurance carrier to enroll employees in our benefits plans, resolve problems, and clarify benefits.
Works closely with VP of Corporate Recruiting and senior management for all recruiting and human resources needs.
What You Need For This Position
Must Have Skills:
Minimum 3 years of Human Resources and employment law experience
Bachelor’s degree in related field
Excellent communication skills (written, verbal, listening)
Excellent interpersonal skills and professional demeanor
Sound judgment skills
Detail oriented and well organized
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:
Professional HR Certifications
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.
(Local or Remote Candidates)
Location: South Coast Metro, CA
Top Reasons to Work with Us
Our people and unique culture drive our unparalleled success
We are one of the largest privately-held independent finance companies with regional offices across the United States
Our industry generated over $1.55 trillion USD in 2017 and is projected to expand an additional 5% annually
Currently funding over 3,000 transactions annually exceeding $150MM
We are a growing firm with high accreditations and a great reputation
Check out our reviews on BBB, Indeed, Google, Glassdoor
Check out our website PartnersCapitalGrp.com
What You Will Be Doing
Manage all accounting operations including Billing, Accounts Receivable, Accounts Payable, General Ledger and Counsel, Cost Accounting, Inventory Accounting and Revenue Recognition
Prepare and publish timely monthly financial statements
Coordinate the preparation of regulatory reporting
Research technical accounting issues for compliance
Support month-end and year-end close process
Ensure quality control over financial transactions and financial reporting
Manage and comply with local, state, and federal government reporting requirements and tax filings in all 50 states
Develop and document business processes and accounting policies to maintain and strengthen internal controls
Interact with external CPA firms to maintain reviewed and audited financials
Oversight and supervision of accounting department and all staff functions
Process and manage payroll in multiple states
What You Need For This Position
Must Have Skills:
Must have previous working experience as a Controller
Bachelor’s Degree in Accounting/Finance
Master’s Degree in related field
5+ years of overall combined accounting and finance experience
Nice to Have Skills:
CPA or CMA preferred
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.