What are the responsibilities and job description for the Senior Sales Coordinator position at Dexter Financial Services Inc?
The position of DFS Senior Sales Coordinator supports the DFS Team by assisting with various customer service functions and collection efforts to ensure that the distributor and customer have a great experience during the financing and repayment process. This position supervises the roles of Sales Coordinator(s) and Documentation Specialist(s).
Competencies include:
- *Strong computer skills, including experience using Microsoft Office (Excel, Word, Outlook, and PowerPoint).
- *Needs to be a relationship builder, give attention to detail, and have good time management.
- *Strong organizational skills and the ability to multi-task.
- *Must be a good communicator and have excellent customer service skills - posses the desire to WOW customers.
- *Leadership & Development - ability to set clear expectations with team and support development for new and established members.
- *Accountability - holds team accountable to behaviors and assigned tasks.
Position Responsibilities:
- Manage and train Sales Coordinator(s) and Documentation Specialist(s).
- Support the DFS Underwriting Team in communication with distributors, as well as, prospective and/or existing customers during the following stages: application, underwriting, documentation, funding, and collections.
- Collect and assemble the required underwriting documentation (credit application, credit reports, equipment proposal, bank statements, tax returns, personal financial statements, etc.) in accordance with program parameters.
- Accurately enter customer information into the DFS underwriting system and forward to the DFS Underwriting Team for further processing.
- Assist the DFS Underwriting Team with customer service, including updating addresses, gathering new bank account information, as well as calculating and communicating customer payoff information.
- Make collection calls on past due balances, send collection letters, and refer problem accounts to the more senior member of the DFS Collection Team.
- Administer insurance compliance function; ensuring valid insurance certificates are on file, in accordance with underwriting requirements.
- Back-up and support the Documentation Specialist(s) as needed.
- Take ownership in business results and your personal wellness.
- Perform other related general duties as assigned.
Essential education, licenses, certifications, skills and experience:
- Associates degree or above
- 3 years of supervisory experience required.
- Valued but not required skills and experience:
- Bachelor's degree or above
- 3 years of related experience in sales, finance, or similar field
- Fluent in Spanish, Mandarin and/or Korean.