Accounts Receivable Officer managing AR processes for the Finance team. Joining a supportive team at Australian Motoring Services to improve financial outcomes.
About the role
- Small Dollar Specialist managing SBA loans and financial solutions for a book of small business clients. Collaborating with internal teams to educate and strategize SBA lending opportunities.
Responsibilities
- Educates branch and small business associates on the benefits of SBA lending
- Creates strategies to originate SBA Loans with Internal Partners and in the marketplace of $500,000 and less
- Presents the company's loan capabilities and structures SBA loan proposals for SBA Small Dollar
- Develops and maintains a thorough understanding of SBA policies and structure, product knowledge, and financial analysis
- Serves as a central point of banker and client contact for potential SBA opportunities
- Identifies and develops relationship strategy for clients
- Coordinates with internal partners to fulfill the solution agreed to by the client
- Plans and executes quality client calls
- Manages transaction processes with support as required
Requirements
- Two (2) years in a client facing financial services role
- High school Diploma or GED
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
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