What are the responsibilities and job description for the ACG Sales Support Administrator position at AMERICAN BANK?
Join Our Team at American Bank, Equipment Finance Division
Join a premier commercial finance company that provides unparalleled opportunities for personal and professional growth. Our team is made up of talented and diverse professionals who share our core values, demonstrate a true passion for what they do in the office, and make every decision with integrity. We offer an exciting and demanding work environment that is built upon the principles of integrity and excellence. Our approach to success is simple: Build a world-class team by attracting and retaining the brightest and most talented financial professionals in the industry.
Commercial equipment finance and providing business loans is what we do. We are laser-focused on understanding our customer’s businesses and needs so we can follow through on our passion for helping business owners achieve their goals, by building stronger and more profitable businesses. We help businesses grow and we push the economy forward. The work you do at the Equipment Finance Division of American Bank will have an impact. We are actively building the brightest and most dynamic business capital company in the nation. If you are an upward motivated individual who is passionate about taking care of customers, then we want you to be on our team!
Summary
The Sales Support Administrator is responsible for supporting multiple departments in providing the tools needed to drive our customers forward. You will be performing various administrative, clerical, and analytical tasks while ensuring the flow of daily department business. A successful candidate will be detail-oriented, computer proficient with strong knowledge of Microsoft programs; Excel, Word and PowerPoint as well as Adobe, able to handle a multitude of tasks, and contribute to customer experiences.
Responsibilities
- Support the sales representatives by assisting in entering application data for financing opportunities and submitting to credit.
- Process initial lease and loan requests effectively and accurately for multiple sales channels by obtaining, verifying, completing, and maintaining all necessary documentation.
- Prioritize daily workflow to ensure accurate completion of requests in a timely manner and provide excellent customer service to external and internal customers.
- Assist in Salesforce record set-up and maintenance including originations initial record creation
- Provide various services and expertise to support department manager and other staff in accordance with company policies, procedures, and guidelines.
- Perform initial searches after application entry, gather required information, and set up initial electronic project folders for use by internal departments.
- Maintain data integrity within CRM systems including Salesforce and Aspire.
- Submit financing requests to external lending sources, when required.
- Maintain consistent communication with sales, credit, and funding departments during sale lifecycle.
- Perform other related duties as required
Qualifications
- High School Diploma or General Educational Development (GED) certificate.
- 1-3 years of related experience in administrative, clerical and analytical task
- Experience with Salesforce CRM a plus
- Results oriented work ethic and high level of personal initiative
- Extremely detail oriented and conscientious
- Team player with the ability to maintain effective working relationships with co-workers and management
- Adaptable to change
- Able to handle a multitude of tasks
- Proficiency with Microsoft office suite
- Ability to work well in a fast-paced environment
- Excellent communication, both written and verbal
