What are the responsibilities and job description for the Administrative Support Specialist position at First Business Bank?
Description
Position at First Business Bank
Join us today the Administrative Support Specialist!
First Business Bank is aTop Workplaces USA company, learn morehere.
First Business Bank is aTop Workplaces USA company, learn morehere.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
This integral role will support the sales, servicing, and the credit team for managing the client portfolio at our Indianapolis Office. A highly organized, detail-oriented, and proactive role. The Administrative Support Specialist is adept at multitasking and managing various administrative tasks efficiently while have strong communication skills to effectively interact with clients and internal teams. Being comfortable using tools like Salesforce and DocuSign, and have a knack for conducting thorough research and generating reports.
Work Model: Onsite at our Indianapolis office 8am-5pm with remote ability 1 day/week.
Specifically, as the Administrative Support Specialist you will:
Client Onboarding and Initial Processing
- Set up and transition for new clients.
- Training of new clients on our systems, policies, and procedures.
Sales and Prospecting
- Curating new cross-sale reports by identifying dealers that are large enough, then conducting our standard Initial Research and UCC Search, and creating accounts/opportunities/contacts in Salesforce to tee prospects up for cold calls.
- Initial processing of prospect Website Inquiries to determine basic eligibility (e.g., time in business, not too small, car dealer and not marine/RV/powersports) then communicate to dealers who don't initially qualify.
Loan Documentation and Coordination
- Pre-Closing Process
- Coordinating Loan Documents
Administrative and Organizational Tasks
- Quality control of document handling in loan system
- Creating new accounts/opportunities/contacts in Salesforce
- Creating progress reports in Salesforce
- Ticklers
Reporting and Review
- Various weekly and monthly reporting
The successful candidate should have:
- 3 years experience in client onboarding and sales support in a professional industry.
- Executes to predetermined deadlines known primarily well ahead of time.
- Intermediate follow-up and multi-tasking skills required to achieve multiple deadlines.
- Excellent written and oral communication skills required.
First Business Financial Services, Inc. is committed to providing equal employment opportunity to all applicants and employees regardless of their race, creed, color, religion, gender, age, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, transgender status, or any other characteristic protected by federal, state or local law. We are strongly committed to this policy and believe in the concept and spirit of the law.
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
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