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 workflow 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. The hours for this role are Monday through Friday, either from 9:00 AM to 6:00 PM or from 10:00 AM to 7:00 PM.
Reports To: Supervisor, Sales Coordinator
FLSA Status: Non-Exempt
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.
Credit Processing
- Understands the credit criteria of what is needed for the transaction to be processed.
Doc/Funding Specialist
- 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.
Technical Responsibilities
- Knows how to effectively use Sales Force, Amur Equipment Finance lease software program, Microsoft Word and Excel.
Requirements
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