Sales Administrator

DESCRIPTION:

PURPOSE OF JOB:

The Sales Administrator is an individual contributor role responsible for assisting in the timely completion of lease and loan transactions to include duties such as transaction entry into system, documentation creation, documentation follow-up, checking bank and trade references, general business communications, marketing penetration assistance and other specific assignments as may be requested by Management.

JOB DUTIES:

Documentation

Generate customer lease/loan documentation packages for both U.S. and Canadian Dollar accounts and check for accuracy of documentation, including but not limited to:

• Entry of transaction into front-end system, invoicing and other supportive materials provided by the Sales team.
• Generate documentation required to Compliance team to approve and send to customers.
• Submit purchase orders to vendors and follow for original invoicing and Delivery & Acceptance (D&A) email notification.
• Scan all documents into system prior to funding.
• Ensure proper organization of electronic files.

Sales Support & Customer Relationship Management

• Assist and support Sales staff with incoming customer and vendor calls, special assignments and presentations.
• Keep required reports updated.
• Review and assist the Sales team with monthly missing documentation.
• Provide trade show support, including material selection, booth shipment and other logistics-related duties.

Business Strategy, Planning and Management

• Prepare your own personal annual Business Plan.
• Measure, track and be on target of Business Plan Goals.
• Measure and track benchmarks as defined with Management on a monthly basis, or as requested.

General

• Ensure prompt and regular attendance.
• Perform other appropriate duties as may be assigned by Management.
• Travel as business needs may require.

Quality & Continuous Improvement

• Personally commit to quality in all aspects of work.
• Provide “World Class Customer Service” for internal and external customers.
• Participate in and promote the established Quality Improvement Process (QIP) for continuous improvement.
• Participate on teams to research, measure, and correct problems and to strive for process improvement.
• Communicate and exemplify the Company’s Mission Statement, Vision Statement, Values, and Philosophy.
• Attend at least ten (10) credit hours of training each calendar year to continue development of work-related skills.

Full-Time Employee Benefit Options Include:

• Health, Dental, & Vision Insurance
• 401(k) Retirement Savings Plan with Company Match, including Roth option
• Flexible Spending Accounts and/or Health Savings Accounts, including potential for company contributions based on annual health risk assessments
• Life and Accidental Death & Dismemberment Insurance
• Short- and Long-Term Disability Insurance
• Supplemental Voluntary Insurance Policies with options for Critical Illness, Hospital Indemnity, and Accidents
• Paid Time Off for Vacation, Sick, and Holidays
• Employee Assistance Program

This does not necessarily list all responsibilities, duties, requirements or efforts associated with the job.  While this list is intended to be an accurate reflection of the job, the company reserves the right to review and modify as circumstances or business needs require.

QUALIFICATIONS:

QUALIFICATIONS:

Education:

• High school diploma/equivalent is minimally required.
• Some college is preferred.

Experience:

• Some background in lending and documentation preparation is preferred.

Other Knowledge, Skills, Abilities & Competencies:

• Proficiency in Microsoft Office software, including Outlook, Word, PowerPoint, and Excel.
• Familiarity with office equipment, e.g. computers, fax machines, copiers, scanners, keyboarding.
• Excellent organizational skills while handling multiple tasks/projects simultaneously a fast-paced environment.
• Strong detail orientation/accuracy.
• Strong communication skills – written, verbal, presentation, listening skills, etc.
• Ability to effectively work with multiple Sales personnel, as well as other teams within the organization, as well as having frequent external customer and vendor contact.
• Strong ability to write professional business communications and to communicate information professionally to others.
• Maintain confidentiality of business information.