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As a Lease & Loan Sales Support Specialist you are a critical part of the commercial lease/loan origination process. You will be a point person to assist our U.S. sales teams through the contract origination process. You will learn varying systems and work in a timely fashion to get contracts through our systems and processes. You will work directly with the Sales, Credit, IT and Operations teams to master processes and systems. You are a detail oriented and self-motivated contributor who thrives on supporting a fast-paced, multi-channel sales environment.
The candidate should be excited about gaining exposure to the lending business, a unique and specialized subset of finance. The industry is somewhat insulated from external disruptions, including geopolitical or terrorist-related events, making it a relatively stable and protected sector. The role offers transferable skills that can be applied to both sales and financial services, broadening long-term career opportunities.
Demonstrate client-focused problem solving and ensure the smooth origination of lease and loan transactions for our U.S. sales teams.
Perform administrative and support duties related to creating and booking of lease/ loan applications including:
Facilitating price adjustments.
Managing changes to contracts.
Identifying information needed to renew a contract.
Collaborate with internal stakeholders to move contracts through our systems and processes and get them signed.
Work closely with sales teams to support the accurate entry of deals within our origination system.
Support the sales team with executing on marketing programs.
Be responsive to a wide variety of sales related inquiries.
Monitor lease and loan activity within the sales channels.
Establish and maintain effective relationships with sales team and process teams.
Work a rotating work schedule, coordinating with colleagues to ensure coverage from 8:30 am to 7:30 pm EST.
Overtime may be required during peak periods and to meet business needs.
A High School diploma and a minimum of two years prior experience in the lending industry Demonstrated capability to learn and execute on various financial systems.
Professional communication skills, both verbal and written.
A strong client/sales orientation.
The ability to work independently and in a cooperative team environment.
Proficiency with Microsoft applications, particularly Word and Excel, and the ability to learn new systems/software as implemented.
Experience in the equipment finance or commercial lending industry Experience with Rapport, IBM CPQ, Oracle, SAP a plus Originally posted on Himalayas
