Question 1

Credit Analyst, Underwriter"

Accepted Answer

(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.
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Question 2

Credit Manager

Accepted Answer

(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.
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Question 3

Receptionist

Accepted Answer

(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.
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Question 4

National Account Executive (Multiple Locations)

Accepted Answer

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.
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Question 5

VP of Sales (Multiple Locations)

Accepted Answer

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.
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Question 6

Credit Administrator

Accepted Answer

(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.
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Question 7

Auto Title Specialist

Accepted Answer

(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.
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Question 8

A/R Billing and Customer Service Specialist

Accepted Answer

(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.
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Question 9

Documentation and Funding

Accepted Answer

(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.
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Question 10

Documentation and Funding Assistant

Accepted Answer

(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.
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Question 11

Human Resources Generalist

Accepted Answer

(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.
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Question 12

Corporate Controller

Accepted Answer

(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.
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