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Sales Operations Specialist

2 months ago

Northfield, Minnesota, United States W3Global Inc Full time
Job Overview

We are looking for a detail-oriented and efficient Sales Operations Specialist focused on Equipment Leasing and Mortgage.

Key Responsibilities:

  • Manage all application submissions and gather financial data, ensuring thorough preparation for credit evaluations.
  • Confirm that the Credit department has provided credit decisions and ratings, and ensure that approval letters are prepared and delivered appropriately.
  • Oversee the process until the approval stage and facilitate the collection of commitment fees.
  • Transfer complete transactions to the Documentation department with all necessary documentation for deal closure.
  • Update and maintain marketing materials, including weekly rate sheets, and distribute them to the Sales team and approved Brokers.
  • Administer the CRM database, organizing separate mailing and marketing lists by Vendor, customer, and Broker, while importing LinkedIn contacts as needed.
  • Produce weekly reports, including scorecards, commission summaries, vendor insights, CRM updates, and comparisons of sales quotas versus actual performance.
  • Support the sales team in preparing and processing financing applications and agreements.
  • Coordinate with clients to collect essential documentation for credit approvals.
  • Work closely with underwriting and credit teams to ensure efficient processing of finance applications.
  • Maintain and update sales databases and client records diligently.
  • Provide administrative assistance, including scheduling meetings, preparing reports, and managing correspondence.

Requirements:

  • Bachelor's degree in Business Administration or a related discipline.
  • A minimum of 2 years of experience in a Sales Coordinator or similar role.
  • Exceptional organizational skills with the capability to handle multiple tasks concurrently.
  • Strong written and verbal communication skills.
  • Meticulous attention to detail and the ability to maintain precise records.
  • Proficiency in Microsoft Office Suite, especially Excel.
  • Experience with database management and marketing platforms such as MailChimp.

We are particularly interested in candidates with a background in banking, mortgage, or equipment finance.