Finance Support Specialist

NCMIC•Clive, IA

3d•Onsite

About The Position

The Finance Support Specialist is responsible for supporting account managers in the origination, documentation, processing, and funding of commercial equipment and working capital loan transactions. This role bridges the gap between customer-facing sales and support, and back-office operations, ensuring timely, compliant, and accurate execution of contracts while strengthening client, vendor, and broker relationships.

Requirements

Associates degree or equivalent experience.
1-year applicable experience required.
Excellent verbal and written communication skills
sales and customer service skills
ability to take initiative and work in a team environment.
Ability to adhere to established policies and procedures and promote other NCMIC Group, Inc. products and services.
Works with little need for guidance or reliance on oral or written instructions, performs a wide range of tasks as dictated by business demands and changing conditions.
Able to interpret data and problem solve with limited or incomplete information.
Must focus on a task for extended periods of time as well as ability to multitask.
Must be able to relate to and work with a variety of other employees and customers.
Ability to plan, organize and meet deadlines while maintaining a high accuracy rate.

Nice To Haves

Sales and finance experience preferred.

Responsibilities

Review and input of new loan application requests, including verification of required documents – professional license, SOS, etc.
Prepare and follow up on loan documents to ensure timely return of all required items, and timely funding, while working closely with account managers to ensure strong communication and follow up with both vendors and borrowers. Identify and resolve document discrepancies before funding.
Ensure all documentation complies with internal policies and regulatory requirements.
Perform due diligence checks (e.g., insurance verification, UCC filings, Secretary of State filings, etc.).
Monitor deal progress, identify bottlenecks, and proactively address issues.
Coordinate with internal teams to ensure timely loan funding- follow up in product delivery and final verbal verifications necessary for fundings.
Maintain transaction records in relevant systems and ensure data integrity.
Assist Account Managers with pre-sale and post-sale activities including credit decision tracking, applicant communication, and documentation requests.
Respond directly to customer, broker, and vendor inquiries regarding loan status and next steps.
Ensure all customer interactions reflect a high level of service, accuracy, and professionalism.
Serve as backup for other FSS and Account Managers as needed to maintain continuity during absences and heavy volume times.
Collaborate cross-functionally to improve workflow efficiency.
Participate in departmental initiatives and goals.
Assist with vendor and broker onboarding and relationship management.
Serve as a liaison between third-party partners and internal teams.