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: 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. Build relationships and partner with our third party vendors / dealers to generate and support business growth. This is done through regular communication with third party vendors and dealers. This is measured by meeting and /or exceeding sales targets and conversion targets. Train third party dealers / vendors on business process, documentation, pricing. This is measured based upon achievement of improved efficiency and quality. Prepare appropriate financing documentation as required based upon risk, channel and third party vendor requirements. Determine if lien waivers/subordinations are required. Review and evaluate submitted third party financing documentation or internally prepared documentation for completeness and adherence to operational, risk and legal requirements. Ensure all risk related process are completed, including but not limited to appropriate collateral evaluation, ensure lien perfection, insurance and other credit conditions. Execute financing documentation within authority levels. Facilitate communication between operations and external sales team members. Manage and maintain pipeline opportunities. Support communication between the sales team, vendors and/or customers. Develop and support communication channels in internal departments such as credit and customer service. Influence pipeline growth with dealers and/or vendors through providing exceptional customer service. Develop price quotes for customers. Analyze the needs of individual customers and act accordingly.

2 PERFORMANCE MEASUREMENT(S) Sales Volume Conversion Rates Deal turn time Documentation Quality POSITION QUALIFICATIONS Competency Statement(s) Accountability - Ability to accept responsibility and account for his/her actions. Organized - Possessing the trait of being organized or following a systematic method of performing a task. Problem Solving - Ability to own and find a solution for or to deal proactively with work-related problems. Tactful - Ability to show consideration for and maintain good relations with others. Time Management - Ability to utilize the available time to organize and complete work within given deadlines. Working Under Pressure - Ability to complete assigned tasks under stressful situations. Communication, Oral & Written - Ability to communicate effectively with others using the spoken word. SKILLS & ABILITIES Education Experience Computer Skills Undergraduate degree 2+ years of sales, sales related or relationship management experience in financial services and / or equipment leasing preferred. UCC, titling and documentation experience, beneficial Microsoft applications, especially Outlook, Word, and Excel Certificates & Licenses None Required Other Requirements

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 O (Occasionally) 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