WSFS Bank
Sales Support Specialist
WSFS Bank, Phila, Pennsylvania, United States, 19117
Position type: Full-time
Location: Philadelphia, PA
Schedule: Monday – Friday
Hybrid/Onsite
NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization.
NewLane Finance is a seeking a Sales Support Specialist to support NewLane’s Sales & Credit Teams. This position will be responsible for new application submissions, documentation creation and processing using comprehensive knowledge of industry policies and procedures. In addition, they will be assisting the Sales Team with following up with customers, particularly in obtaining all necessary documentation to fund the equipment.
Our Values:
Integrity
Passion
Teamwork
Commitment to Excellence
Essential functions:
Work collaboratively with Business Development Representatives to help close equipment finance transactions efficiently and in a timely manner
Responsible for developing and maintaining critical relationships with sales, credit, account payable and end users as well as broker, dealers and vendors.
Provide transaction status updates to internal Business Development employees, Third party equipment dealers/vendors and brokers
Manages an assigned pipeline from application through funding
Using Salesforce, assist the Business Development Representatives with management of their approved backlog in an effort to close transactions timely
Assist customers and dealers with closing process requirements, such as, but not limited to, documentation stipulations, pricing, agreement terms and conditions
Responsible for new application submissions, documentation creation and processing using comprehensive knowledge of policies and procedures.
Using DocuSign, organize, prepare, and send finance agreements and related documents for approved transactions
Ensure all agreements and related documents are accurate and complete according to policy and procedure guidelines
Complete welcome call with new customers to ensure all documentation terms and agreements are accurate
Communicates suspected fraud and or discrepancies to Management.
Must understand, abide and uphold audit procedures and internal controls related to essential duties and responsibilities
Ensure all related documentation and funding requirements for each transaction meet company’s guidelines
General:
Ability to work independently as well as collaboratively within a cross functional team.
Proven ability to perform in a dynamic, high volume, transaction processing environment.
Strong organizational skills and attention to detail.
Excellent verbal and written communication skills.
Provide exceptional customer service.
Candidate should be self-motivated and possess a desire to learn.
Assist Management with ad-hoc projects.
Comply with audit and documentation policy and procedure requirements.
Must understand, abide, and uphold audit procedures and internal controls related to essential duties and responsibilities.
Qualifications:
High School diploma required, Bachelor’s Degree a plus
Finance Agreement/Loan Processing/Documentation review experience required
Strong interpersonal skills and ability to leverage relationship building skills
Excellent computer skills to include: MS Office, Word, Excel, PowerPoint
Proven ability to multi-task effectively in a fast paced, deadline-oriented sales environment
Ability to work independently with minimal supervision
The successful candidate will receive competitive compensation, excellent benefits including Health, Dental, Vision, 401k) with match, flexible spending, Life Insurance, Short Term and Long-Term Disability Insurance, generous PTO, and much more…
NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
NewLane Finance will not be able to provide Relocation or Sponsorship
Location: Philadelphia, PA
Schedule: Monday – Friday
Hybrid/Onsite
NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization.
NewLane Finance is a seeking a Sales Support Specialist to support NewLane’s Sales & Credit Teams. This position will be responsible for new application submissions, documentation creation and processing using comprehensive knowledge of industry policies and procedures. In addition, they will be assisting the Sales Team with following up with customers, particularly in obtaining all necessary documentation to fund the equipment.
Our Values:
Integrity
Passion
Teamwork
Commitment to Excellence
Essential functions:
Work collaboratively with Business Development Representatives to help close equipment finance transactions efficiently and in a timely manner
Responsible for developing and maintaining critical relationships with sales, credit, account payable and end users as well as broker, dealers and vendors.
Provide transaction status updates to internal Business Development employees, Third party equipment dealers/vendors and brokers
Manages an assigned pipeline from application through funding
Using Salesforce, assist the Business Development Representatives with management of their approved backlog in an effort to close transactions timely
Assist customers and dealers with closing process requirements, such as, but not limited to, documentation stipulations, pricing, agreement terms and conditions
Responsible for new application submissions, documentation creation and processing using comprehensive knowledge of policies and procedures.
Using DocuSign, organize, prepare, and send finance agreements and related documents for approved transactions
Ensure all agreements and related documents are accurate and complete according to policy and procedure guidelines
Complete welcome call with new customers to ensure all documentation terms and agreements are accurate
Communicates suspected fraud and or discrepancies to Management.
Must understand, abide and uphold audit procedures and internal controls related to essential duties and responsibilities
Ensure all related documentation and funding requirements for each transaction meet company’s guidelines
General:
Ability to work independently as well as collaboratively within a cross functional team.
Proven ability to perform in a dynamic, high volume, transaction processing environment.
Strong organizational skills and attention to detail.
Excellent verbal and written communication skills.
Provide exceptional customer service.
Candidate should be self-motivated and possess a desire to learn.
Assist Management with ad-hoc projects.
Comply with audit and documentation policy and procedure requirements.
Must understand, abide, and uphold audit procedures and internal controls related to essential duties and responsibilities.
Qualifications:
High School diploma required, Bachelor’s Degree a plus
Finance Agreement/Loan Processing/Documentation review experience required
Strong interpersonal skills and ability to leverage relationship building skills
Excellent computer skills to include: MS Office, Word, Excel, PowerPoint
Proven ability to multi-task effectively in a fast paced, deadline-oriented sales environment
Ability to work independently with minimal supervision
The successful candidate will receive competitive compensation, excellent benefits including Health, Dental, Vision, 401k) with match, flexible spending, Life Insurance, Short Term and Long-Term Disability Insurance, generous PTO, and much more…
NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
NewLane Finance will not be able to provide Relocation or Sponsorship