Ascentium Sales Coordinator
About The Position
At Ascentium Capital, a division of Regions Bank, the Sales Coordinator works with account executives to support business development and client retention in an assigned geographic region. Ascentium Capital provides financing for business equipment and technology to organizations ranging from small businesses to Fortune 500 companies, with programs serving manufacturers, distributors, and direct-to-business customers across multiple market segments. The Sales Coordinator supports client relationships and transaction processing by coordinating among clients, account executives, operations staff, vendors, brokers, and other sources. The role prepares reports and transaction documentation, communicates credit decisions and funding status, follows up on outstanding items, and helps resolve issues so lease and loan transactions can be funded. The position tracks time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
Requirements
- Bachelor’s degree in a relevant field, or a high school diploma or GED with three years of related experience.
- Ability to manage multiple and consistently evolving priorities.
- Ability to learn additional systems as needed.
- Ability to research and 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, including Excel, Word, PowerPoint, and Outlook.
- Strong verbal and written communication and organizational skills.
- Strong work ethic and self-motivation.
Responsibilities
- Support account executives in maintaining and nurturing existing client relationships.
- Act as a liaison between client companies, account executives, and operations staff.
- Prepare weekly, monthly, and/or quarterly reports as specified by the manager.
- Organize and maintain the file system.
- Participate in business and trade events that affect the business unit.
- Promote company-endorsed programs and services within the assigned territory.
- Communicate credit approvals and declines to vendors, brokers, and customers.
- Prepare transaction documentation with the proper structure and pricing.
- Follow up with vendors and customers regarding pending credit issues, invoicing, and required document returns.
- Ensure all credit contingencies have been satisfied.
- Contact customers, vendors, brokers, and other sources to obtain missing items needed to close transactions.
- Obtain properly prepared invoices and sales quotes.
- Resolve issues to facilitate funding of lease and loan transactions.
- Communicate daily with assigned sources, brokers, and vendors about transactions and lease or loan funding status.
Benefits
- Eligible for overtime pay for hours worked in excess of 40 per week.
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What This Job Offers
Job Type
Full-time
