Enterprise Solutions Associate I

Windsor Advantage, LLC • Chicago, IL

8d • $55,000 - $75,000 • Hybrid

About The Position

THE ENTERPRISE SOLUTIONS ASSOCIATE REPORTS TO THE MANAGER OF ENTERPRISE
SOLUTIONS. THIS POSITION IS RESPONSIBLE FOR SUPPORTING THE ENTERPRISE SOLUTIONS
TEAM BY ASSISTING WITH CLIENT ONBOARDING, MAINTAINING CRM DATA, AND PROVIDING
ADMINISTRATIVE SUPPORT.

Requirements

• BACHELOR’S DEGREE IN A RELATED FIELD SUCH AS BUSINESS ADMINISTRATION, LAW, FINANCE, ACCOUNTING OR RELATED AREA OR EQUIVALENT RELATED WORK EXPERIENCE.
• 1-2 YEARS RELATED EXPERIENCE IN ADMINISTRATION, FINANCE OR SIMILAR INDUSTRY.
• EXPERIENCE MANAGING MULTIPLE TASKS WHILE DELIVERING HIGHEST LEVELS OF CUSTOMER SERVICE WITH MINIMAL SUPERVISION.
• EXCELLENT COMMUNICATION AND PUBLIC SPEAKING SKILLS.
• MUST HAVE STRONG COMPUTER SKILLS INCLUDING MICROSOFT OFFICE SUITE.
• MUST BE ORGANIZED AND DETAIL
• EXCELLENT VERBAL AND WRITTEN COMMUNICATIONS SKILLS INCLUDING A STRONG VOCABULARY, RULES OF COMPOSITION AND GRAMMAR.
• KNOWLEDGE OF THE PRINCIPLES OF PROVIDING A HIGH LEVEL OF CUSTOMER SERVICE INCLUDING THE EVALUATION OF CUSTOMER SATISFACTION

Nice To Haves

• EXPERIENCE IN BANKING OR FINANCIAL SETTING A PLUS.

Responsibilities

• ASSIST WITH CLIENT ONBOARDING, OFFBOARDING, AND RELATIONSHIP MANAGEMENT.
• UPDATE CRM DATA AND MAINTAIN ACCURATE RECORDS.
• PROVIDE SUPPORT FOR REPORTING AND DASHBOARD CREATION.
• COLLABORATE WITH TEAM MEMBERS ON MARKETING AND LENDER UPDATES.
• ASSIST WITH NEW LENDER SERVICE PROVIDER SOLUTIONS.
• MAINTAIN PARTNER RELATIONSHIPS BY RESPONDING TO INQUIRIES, DOCUMENTING ACTIONS.
• ESTABLISH AND MAINTAIN STRONG RELATIONSHIPS WITH NEW CLIENTS AND DEEPEN WITH EXISTING PARTNERS.
• ASSIST ENTERPRISE SOLUTIONS ASSOCIATE II WITH COORDINATING ONBOARDING PROCESS ALONG TIMELINES.
• PROACTIVE COMMUNICATION WITH PARTNERS TO MANAGE A POSITIVE TRANSITION FOR THE CUSTOMER FROM THE INITIAL ENGAGEMENT.
• IDENTIFYING AND COMMUNICATING CUSTOMER NEEDS.
• HELP PROMOTE AND MAINTAIN A POSITIVE COMPANY IMAGE.
• PRIMARY CONTACT FOR CUSTOMERS AND TO HANDLE ANY COMPLAINTS, QUESTIONS, OR CONCERNS PROFESSIONALLY AND EFFECTIVELY.
• ADHERES SPECIFICALLY TO ALL COMPANY POLICIES AND PROCEDURES, FEDERAL AND STATE REGULATIONS, AND LAWS.
• COMPLETES ONLINE AND OTHER REGULATORY COMPLIANCE TRAINING BY THE SPECIFIED DUE DATES.
• OPENS CASES/TICKETS WITH VENDORS AND SUPPLIERS AS NEEDED.
• PERFORMS OTHER DUTIES AS REQUIRED.

Benefits

• COMPREHENSIVE BENEFITS PACKAGE INCLUDING MEDICAL, DENTAL, VISION, COMPANY PAID LIFE INSURANCE, DISABILITY INSURANCE, AND MORE!
• COMPANY CONTRIBUTIONS TO YOUR 401K - REGARDLESS OF YOUR CONTRIBUTION
• EMPLOYEE PERKS: EMPLOYEE RECOGNITION PROGRAM, COMMUTER BENEFITS, EMPLOYEE BANKING DISCOUNTS AND MUCH MORE!
• GENEROUS PAID TIME OFF AND PAID HOLIDAYS

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees