Sr Sales Support Specialist - Inventory Finance
About The Position
Summary: The Senior Sales Support Specialist serves as a subject matter expert on HNB-Inventory Finance (IF) Know Your Customer (KYC) requirements and in preparing or reviewing documents for all new and existing customer "complex" ownership structure and non-standard documentation requests. The Sr Specialist will collaborate with Sales Support, Portfolio Management and Credit staff that require guidance on documentation, KYC and Engine data integrity matters. Duties & Responsibilities: Work closely with stakeholders to understand the customer/prospect organizational structures and identify information needed from customer/prospects to satisfy HNB-IF KYC and loan documentation requirements. Prepare manual and/or customized loan documents for layered and complex organizational structure prospects and customers. Minimize negative customer impact by resolving questions and issues in a timely manner. Meet or exceed accuracy guidelines as established by department Review and approve loan documents prepared and submitted by sales support and customer service personnel to ensure effectiveness and accuracy Coach stakeholders in reviewing customer authority and formation documents to ensure HNBâIF has required documentation/authorized signers on HNBâIF legal forms and documentation Exercise discretion and independently make decisions through critical thinking and judgment to identify when higher level review is required. Work closely with the Documentation Manager, Onboarding Director and Legal, to maintain a complete, accurate and timely updated of the IF Documentation "manual". Other onboarding and documentation related tasks, responsibilities and special projects as needed.
Requirements
- Bachelors' Degree and/or 5+ years of sales, finance, loan documentation or customer support in loan servicing.
Nice To Haves
- Exceptional attention to detail, organized and possess the ability to manage multiple tasks simultaneously, while staying focused with minimal supervision.
- Excellent communication (verbal and written communication) and listening skills.
- Problem solving skills.
- Working knowledge of Salesforce.
- Working knowledge of credit basics.
- Working knowledge of UCCs.
Responsibilities
- Work closely with stakeholders to understand the customer/prospect organizational structures and identify information needed from customer/prospects to satisfy HNB-IF KYC and loan documentation requirements.
- Prepare manual and/or customized loan documents for layered and complex organizational structure prospects and customers. Minimize negative customer impact by resolving questions and issues in a timely manner. Meet or exceed accuracy guidelines as established by department
- Review and approve loan documents prepared and submitted by sales support and customer service personnel to ensure effectiveness and accuracy
- Coach stakeholders in reviewing customer authority and formation documents to ensure HNBâIF has required documentation/authorized signers on HNBâIF legal forms and documentation
- Exercise discretion and independently make decisions through critical thinking and judgment to identify when higher level review is required.
- Work closely with the Documentation Manager, Onboarding Director and Legal, to maintain a complete, accurate and timely updated of the IF Documentation "manual".
- Other onboarding and documentation related tasks, responsibilities and special projects as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
