Sales Support Specialist I, SFG-Construction Equipment Finance, South Bend, IN

1st Source • South Bend, IN

2d

About The Position

POSITION SUMMARY Responsible for supporting the Division President (DP) and Relationship Sales Officer (RSO) sales activities. ESSENTIAL REQUIREMENTS Assists the Relationship Sales Officers (RSO) and serves as a back-up. Helps the RSO prepare deals by collating minimum underwriting requirements including applications, financial information, operational history, etc., and then forward the deal to the appropriate value stream members. Facilitates the rapid and orderly flow of client requests through SFG value stream (Credit, Loan Operations and Accounting departments). Prepares documentation requests (i.e., SourceLink) to send on to the Credit department. Follows up on funding items, works closely with Loan Operations, the Customer and RSOs. Reviews loan/lease approvals with RSOs and prepares deals for Loan Operations. Reviews loan/lease documentation with customers, answers inquiries. Follows up on Credit Exception back log and Loan Operations exceptions. Assists with implementation, training, and follows up on cross-selling opportunities. Prepares and makes recommendations to management, on a regular basis, to assist business clients. Reviews and researches requests for management. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and comply with the requirements. NON-ESSENTIAL FUNCTIONS Periodically attends industry tradeshows with RSOs. Performs all other duties as assigned.

Requirements

• Five (5) or more years of relevant business experience preferred.
• Prior documentation, credit, accounting and/or sales experience preferred.
• Good PC skills--proficiency in Microsoft Word, Excel, PowerPoint, InfoAnalysis or like structure/pricing software, CRM.
• Able to occasionally work on weekends for special projects and also extended regular hour week hours to support west coast clients and referral sources.
• High degree of self-motivation and ability to work independently.
• Outstanding client interaction, sales and service skills.
• Excellent written and verbal communication skills.
• Good phone skill/techniques.
• Strong time management, organization and prioritization skills.
• Able to work under time deadline pressures.
• Ability to work in a high energy, fast paced and cross functional, team environment.
• Ability to maintain high levels of confidentiality.
• Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc.

Responsibilities

• Assists the Relationship Sales Officers (RSO) and serves as a back-up.
• Helps the RSO prepare deals by collating minimum underwriting requirements including applications, financial information, operational history, etc., and then forward the deal to the appropriate value stream members.
• Facilitates the rapid and orderly flow of client requests through SFG value stream (Credit, Loan Operations and Accounting departments).
• Prepares documentation requests (i.e., SourceLink) to send on to the Credit department.
• Follows up on funding items, works closely with Loan Operations, the Customer and RSOs.
• Reviews loan/lease approvals with RSOs and prepares deals for Loan Operations.
• Reviews loan/lease documentation with customers, answers inquiries.
• Follows up on Credit Exception back log and Loan Operations exceptions.
• Assists with implementation, training, and follows up on cross-selling opportunities.
• Prepares and makes recommendations to management, on a regular basis, to assist business clients.
• Reviews and researches requests for management.
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
• Periodically attends industry tradeshows with RSOs.
• Performs all other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level