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Sales Support Specialist

2 months ago

Schaumburg, United States Apex Systems Full time

Job Title: Sales Support Specialist

Location: Schaumburg, IL

Contract: 3+ months



Job Summary:

The Sales Support Specialist is responsible for administering the onboarding process for new dealer and manufacturer credit line requests. This role involves contacting prospects to obtain required information and guiding them through the entire onboarding cycle from application to activation. Key tasks include understanding applicant organizational structure, filing UCCs, and managing system-generated loan documentation. The Specialist ensures a satisfactory applicant/customer experience and maintains data accuracy in TCFIF’s system of record.


Qualifications:

  • Bachelor’s Degree and/or 3+ years of experience in a customer-facing position or 3+ years of experience in banking or finance.
  • Exceptional attention to detail, organizational skills, and the ability to manage multiple tasks simultaneously with minimal supervision.
  • Excellent verbal and written communication skills, along with strong listening abilities.
  • Problem-solving skills.


Responsibilities:

  • Contact prospects in accordance with daily/weekly/monthly targets.
  • Validate and input account data within the system of record (Inventory Engine) to ensure accuracy.
  • Ensure prospect applications and submitted requirements comply with TCFIF Legal, Compliance, and Credit policies, processes, and procedures.
  • Obtain information to qualify new prospects, including products and brands carried and distributors purchased from.
  • Lead qualified prospects through the customer onboarding process from application to activation, including understanding applicant organizational structure, filing UCCs, and managing system-generated loan documentation.
  • Maintain tracking, reporting, and forecasting of the active pipeline.
  • Actively expand and maintain product and brand knowledge.
  • Collaborate effectively with internal and external customers.
  • Perform other onboarding-related tasks, responsibilities, and special projects as needed.