About the job XTN-AF96195 | LEASE SALES SUPPORT SPECIALIST
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