Operations Support Specialist

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

Do you value leveraging a wide base of customer knowledge, tools and technology to deliver exceptional experiences and innovative solutions while strengthening customer relationships? Do you enjoy challenging work and providing a high level of quality?

We Are Looking to Add a Critical Member to Our Sales Support Team

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We are seeking top-notch Sales & Operations Support Specialists / Client Transaction Specialists who delight in executing finance programs and transactions with accuracy in a fast-paced environment while building and strengthening customer relationships.

As a Sales & Operations Support Specialist / Client Transaction Specialist, you'll

• Play a Critical Role Serving the needs of our customers is key to our success and you will play an integral role as you accurately execute requests pertaining to a customer's end-user, finance program features, and processes; ultimately, transacting in a way that shapes a friction-less and delightful experience for all involved.
• Use Your Expertise Execute all the pieces of a transaction with our customer promptly, accurately and with consistent information; meeting quality metrics and exceeding customer expectations. Compute rate calculations based on expert level knowledge of rate economics and procedures. Help resolve customer issues and help establish a solid understanding of solutions as you clearly communicate information and concepts to our customers.
• Be a Vital Resource You'll be the primary individual to manage the daily communication flow through various platforms with our customers while maintaining detailed notes to support transactional communication and manage customer program information. Build the bridge between GreatAmerica and our Customers as you communicate credit decisions, generate documentation, research accounts, review submitted documentation for funding; ensuring information is received and accurately input into our systems prior to funding. Guide the transaction all the way from application entry to funding.
• Evolve and Grow With Us The Customer is at the center of everything we do. You'll be responsible for facilitating and proactively supporting their financing programs by leveraging your knowledge of our relationships while adapting to their changing business needs. Utilize our ever-evolving technology platforms as you engage with our customers and their end-users.
• Have Leadership and Team Support Work in a team-based solution-oriented environment with immediate team members from multiple functions within the business including Sales, Credit, Documentation, Account Support, Portfolio Management and Leadership to support our mission of helping our customers achieve greater success.
• Be a Culture Champion You'll be at the heart of team activity and will develop a high-level understanding of other functions and the value they provide. Your team will look to you to communicate effectively, identify areas for improvement, and consistently deliver on our Customer commitments.

To be successful in this role you'll need

• Time management, organizational skills, and the ability to thrive in a fast-paced open work environment
• Strong customer service focus with excellent verbal and written communication skills
• Proficiency using MS Office and adept at working across multiple computer systems.
• Mathematical aptitude
• High school graduate or equivalent required
• 1 year of customer service experience, or experience in the financial services industry is preferred.
• A Bachelor's degree in Business, Marketing or related field is preferred or equivalent education/experience
• Prior experience in financial services or leasing is not required but preferred

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

Financial Benefits

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off

Health, Wellbeing, and Family Planning Benefits

• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

Education and Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at

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Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.