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

1st Source•South Bend, IN

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. 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.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds
MS Office PC, fax/scanner, phone and standard office equipment

Nice To Haves

Prior documentation, credit, accounting and/or sales experience preferred

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
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