- $49hr based on previous experience.
- 100% remote position; must be able to support CST or EST working hours.
- Reporting to the Sr. Customer Finance Director, the Deal Management Analyst will play a critical role in supporting both presales and post sales deal activity for Palo Alto Networks Financial Services (or PANFS) the Company's captive financing program.
- Support the Company's product sales teams on all incoming financing requests including pricing, deal structuring, and documentation.
- Work closely with the Company's deals desk and sales finance teams to ensure PANFS deals are structured in accordance with the Company's and PANFS's economic expectations.
- Work closely with PANFS's Credit and Operations Manager to ensure all PANFS transactions meet the minimum required risk profiles.
- Ensure that all PANFS transactions are processed accurately in accordance with PANFS documented policies and procedures.
- Coordinate with the Company's legal team on all non-standard terms and conditions.
- Administer and support PANFS financing transactions over the entire deal life cycle.
- Strong working knowledge of the global leasing and finance industry (including accounting and revenue implications)
- Strong working knowledge of transaction structures for equipment and software financing including relevant experience with contract administration.
- Experience with Solifi (previously IDS Rapport and InfoLease) lease/loan system is a plus.
- Experience managing and working with banks and third-party finance companies.
- Positive attitude and highly professional demeanor, sense of humor helps
- Bachelor's degree in economics, Finance, or equivalent area
- MBA preferred.
- Minimum 5 years of loan/leasing/financing experience
- Strong working knowledge of the global leasing and finance industry (including accounting and revenue implications)
- Strong working knowledge of transaction structures for equipment and software financing including relevant experience with contract administration.
- Experience with IDS Rapport and InfoLease lease/loan system is a plus.
- Experience managing and working with banks and third-party finance companies.
- Positive attitude and highly professional demeanor, sense of humor helps
- Strong quantitative and analytical skills
- Exceptional organization, prioritization, multi-tasking, and time management skills.
- A proactive and assertive approach to managing tasks and responsibilities.
- Proficiency in Google Suite applications as well as certain Microsoft Office applications, including Excel and PowerPoint.
- Ability to solve problems and think quickly under pressure.
- Work effectively as a team player in a collaborative environment as well with peers and members of the greater organization.
- Be comfortable working in a fast-paced, deadline driven environment.
- This Group provides payment plan solutions to PAN customers looking to acquire PAN customers. Act as a bank of sorts for the company.
- Most of these deals are done under a payment plan agreement which are essentially loans to their customers. They do not offer any sort of leases these are only loans for potential customers.
- This role will support Financial Service Managers with negotiations / financing documents for potential customers.
- Will input approved deals into internal financing system that is attached to PAN's SAP system.
- Solifi (previously IDS Rapport or Infolease) is ideal but open to candidates with Sap, Oracle or Odessa if can't find.
- This role will use Google Suite regularly.
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Description
We are currently seeking a Loan Officer - IT Banking (remote) for a prominent client of ours. This position is located in Santa Clara, CA (remote) Details for the position are as follows:
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