Senior Structured Sales Support Associate

Job description:

This is an Office-Based Position

The Senior Structured Sales Support Associate for the large ticket structured transaction department provides support to the sales team and front-line customer service in a high-energy environment that thrives on delivering the best experience for our customers. The Structured Sales Support Associate will manage all documentation prep and package delivery, follow up, titling requirements and UCC filings as related to a new transaction.

Essential Duties and Functions include, but are not limited to:

Manage the structured transactional workflow from application submittal through document receipt and audit to finally passing the transaction to booking.

Liaise directly with vendor/partner/dealer/sales and customers to forge strong relationships by providing outstanding levels of service.

Work collaboratively with Customers and Attorneys to negotiate documentation to resolve standard and non-standard customer contract requests.

Support Sales by providing timely feedback on customer/dealer issues, manage contract details to close transactions, and provide feedback on compliance requirements for leases and loans.

Offer solutions to resolve customer challenges.

Participate in weekly sales forecasting process and ensure that transactions are on track to be booked as expected.

Facilitate management of the pipeline in conjunction with Sales team members.

Work collaboratively with Sales and Contract Management teams.

Qualifications and Competencies:

Bachelor’s Degree or equivalent work experience

Financial industry experience with large, structured transactions preferred

Ability to negotiate transactions

Ability to handle multiple priorities simultaneously

Strong problem solving and analytical acumen

Strong math skills and an effective communicator

Proficient in Microsoft Office Suite