Sales Coordinator working with account executives to support business development. Maintaining client relationships and preparing reports in a finance company specializing in equipment financing.
Responsibilities
Supports account executive’s activities to maintain and nurture existing client relationships
Functions as liaison between client companies, account executive, and operations staff
Prepares weekly, monthly and/or quarterly reports, as specified by manager
Organizes and maintains file system
Participates in business/trade events that impact business unit
Promotes company-endorsed programs and services within assigned territory
Communicates credit approvals and declines to vendors, brokers, and customers
Prepares documentation to include proper structure and pricing of the transaction
Places follow up calls to vendors and customers for pending credit issues, invoicing, and to ensure return of required documents
Ensures all credit contingencies have been satisfied
Communicates with customers, vendors, brokers, and sources to obtain any missing items not returned with the documentation package to properly close transactions
Requires properly prepared invoices and obtains sales quotes
Resolves issues to facilitate the funding of lease/loan transactions
Actively communicates on a daily basis with assigned sources, brokers, vendors and brokers on transactions and funding status of leases/loans
Requirements
Bachelor’s degree in a relevant field OR High School Diploma or GED with three (3) years of related experience
Ability to manage multiple and consistently evolving priorities
Ability to learn additional systems as needed
Ability to research, analyze data, and derive facts
Ability to work in a team environment when applicable
Ability to work under pressure and meet deadlines
Developed relationship-building skills
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
Strong verbal, written communication, and organizational skills
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