Sales Coordinator
5 days ago
The Sales Coordinator position is responsible for working directly with outside sales reps and/or
originators regarding their deal flow and being the main point of contact between the outside sales reps
and the Amur Equipment Finance office. Guide and direct work flow with the credit processor and
doc/funding coordinator assigned to their team. Tracking and reporting deal flow, deal status and overall
volume and projections to their team, sales reps, and management.
Key Responsibilities
Team Communication
- Communicates daily with different sales reps / originators and records phone calls, emails, and fax's regarding deal flow and status updates.
- Hold daily meetings with their team members to ensure that they have a prioritized list of the deals they are working on and assisting them with issues or situations to bring them to a close.
- Ensures that reporting and communications is frequent and bi-directional.
- Understands the credit criteria of what is needed for the transaction to be processed.
- Understands the document and funding requirements per Amur Equipment Finance guidelines
- Understands what is needed on each transaction to move it through the sales pipeline to final funding.
- Knows how to effectively use Sales Force, Amur Equipment Finance lease software program, Microsoft Word and Excel.
Required Education and Experience
- Associate's degree or equivalent 2 to 5 years related experience preferred
- Excellent organizational and problem-solving skills with the ability to effectively prioritize multiple tasks in a deadline-driven environment
- Exceptional PC skills, including proficiency in MS Office suite as well as customer applications and systems
- Must be self-motivated with strong initiative, accountability, and attention to detail
- Ability to communicate effectively with all levels of the organization
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