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Credit Analyst, Underwriter"(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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Credit Manager(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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Receptionist(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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National Account Executive (Multiple Locations)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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VP of Sales (Multiple Locations)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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Credit Administrator(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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Auto Title Specialist(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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A/R Billing and Customer Service Specialist(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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Documentation and Funding(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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Documentation and Funding Assistant(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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Human Resources Generalist(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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Corporate Controller(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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