Vendor Client Specialist Senior (Vendor Equipment Finance)

EverBank • Jacksonville, FL • 4h ago

Vendor Client Specialist Senior

This Vendor Client Specialist Senior works independently, performing a wide range of vendor and customer support, focusing primarily on more complex transactions/relationships and those requiring concierge-level service. While the position does not possess booking or funding authority, a key objective is to shepherd transactions up to the point of booking, to meet established service level agreements, especially related to process time.

Key Responsibilities and Duties

Acts a the primary transaction driver, shepherding transactions through the commercial financing process, coordinating and supporting efforts of sales, credit and operations to ensure maximum efficiency of transaction processing.

Assists on special transactions or projects for assigned vendor programs and other new business transactions.

Prepares written presentations, and applies sound judgment on recommendations to appropriate level of credit authority within defined time frames.

Meets servicing requirements of assigned vendor partners, responding to transactional in-bound calls.

Works with relationship managers, account managers and vendor services to roll out new vendor products and programs.

Follows up with end user customer or vendor for completed contract documents.

Works with senior account manager and/or account manager to ensure any unique requests are addressed and approved as part of the credit approval process (e.g., state and local government requirements).

Reviews third party documents in conjunction with senior documentation specialist to ensure version control.

Preferred Qualifications:

Equipment Finance/Leasing experience

Tenured customer service experience

Account management experience

Excellent communication skills

Educational Requirements

University (Degree) Preferred

Role Specific Work Experience

No Experience Required

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

5IC

Additional Job Description:

This role is located on the Equipment Finance Operations team and will directly support our vendors, originations & the account management team.

Posting End Date: 10/30/25

Job Seeker Notice

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

Pay Range $66,800 - $90,300

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereo@type, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates 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 us, or (c) consistent with our legal duty to furnish information.

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