Interested Candidates to send resume to:

Transcription

1 Interested Candidates to send resume to: Deirdre Zirn, PHR, Human Resources Manager p: f: e: Sales Support Specialist Department: Operations Job Status: Full Time FLSA Status: Exempt Reports To: Director of Sales Support Amount of Travel Required: None Work Schedule: M - F 8:30a - 5:30p and as needed Positions Supervised: None POSITION SUMMARY The Sales Support Specialist II is responsible for originating equipment financing contracts through dealers, vendors and other program partners. Their primary role is to support the sales team by developing relationships that drive new sales and business growth while delivering superior service, speed and quality. The Sales Support Specialist II is also responsible for ensuring that new leases and loans originated conform to the Company s operational risk standards with discretion to evaluate such standards to confirm that assets of the company are secure. Build relationships and partner with our third party vendors / dealers to influence and support business growth. This is done through providing exceptional customer service and regular and proactive communication between sales team members, vendors and/or customers, and other internal departments such as credit, booking and customer service. Problem solve in a prompt and professional manner. Understand the financing request and ensure that the Documentation Package fits the requirements of the deal, channel, third party vendor requirements, and internal operational risk or legal policies and procedures. Prepare appropriate financing documentation as required or review and evaluate submitted third party financing documentation. Execute financing documents within authority levels. Ensure risk mitigating procedures have been appropriately followed, including but not limited to appropriate collateral evaluation, lien perfection, insurance, credit conditions are met, documents countersigned within appropriate signing authorities. Ensure contracts are priced appropriately and/or develop pricing quotes as necessary. Be an expert and train third party dealers / vendors and sales team on business process or documentation requirements. Ensure that deal files and systems are accurately documented to ensure that vendors are appropriately funded and customers are set up and billed correctly. Influence pipeline growth with dealers and/or vendors and manage the pipeline and forecast production. Drive continuous process improvement by providing input to the development and implementation of processes that create a high level of customer satisfaction.

2 PERFORMANCE MEASUREMENT(S) Processing Accuracy Deals processed Per Person Docs Out turn times Funding turn times Conversion Rates POSITION QUALIFICATIONS Competency Statement(s) Ability to work in a fast paced, customer focused environment. Excellent oral and written communication skills a must. Have the ability to initiate, develop and maintain relationships. Strong organization skills and can manage large volume of transactions and high level of multi tasking. Detail oriented and can pay specific attention to data elements and process. Analytical and evaluate inconsistencies or trends. Team oriented to work towards accomplishing goals. Work proactively to find solutions to issues and problems. Must be dependable and trustworthy. SKILLS & ABILITIES Education Experience Bachelor s Degree or Work Equivalent required Minimum of five (5) years in financial services industry. Sales experience a plus. Commercial finance experience a plus. Computer Skills Proficient with Microsoft applications especially Excel. Certificates & Licenses Not applicable Other Requirements Contracts knowledge preferred

3 WORK ENVIRONMENT Regular office work with extensive use of the computer and telephone. PHYSICAL DEMANDS Stand Walk Sit Handling / Fingering Reach Outward Reach Above Shoulder Climb Crawl Squat or Kneel Bend Lift & Carry 10 lbs or less lbs lbs lbs Over 100 lbs

4 Push & Pull 12 lbs or less lbs lbs lbs Occupation requires this activity up to 33% of the time ( hrs/day) Occupation requires this activity from 33% - 66% of the time ( hrs/day) The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

5 Interested Candidates to send resume to: Deirdre Zirn, PHR, Human Resources Manager p: f: e: Sales Support Specialist Department: Operationse Job Status: Full Time FLSA Status: Exempt Reports To: CFO Amount of Travel Required: Minimal Work Schedule: M - F 8:30a - 5:30p and as needed Positions Supervised: Sales Support Manager POSITION SUMMARY Position is responsible for developing customer and third party dealer relationships that drive new sales and business growth. The position is also responsible to ensure that new leases and loans originated conform within operational risk standards and have discretion to evaluate such in order that the assets of the company are secure. ESSENTIAL FUNCTIONS Job Function Achieve sales volume goals, lease targets, average spread and/or fee revenues and contribute to overall sales team goals by building relationships with both dealers and vendors. Backup the funding function Assist in the development, management, and reporting of the Department's budget as necessary Negotiate transactions, help gather documentation and credit information, and assist operations team as needed Assist in developing new accounts, work and manage a pipeline as needed, and assist in negotiation and deal structuring when necessary Other duties as assigned