Description

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. 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 Coodinator

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

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

Competencies

Effective Communication

Results Driven

Organizational Skills

Initiative

Customer / Client focus

Technical Capacity

Supervisory Responsibility

This position has no direct supervisory responsibilities other than guiding and directing the workflow of

the credit processor(s) and doc/funding coordinator(s) assigned to their team.

Work Environment

This job operates in a professional office setting. This role routinely uses standard office equipment such

as computers, phones, copiers/scanners, filing cabinets and fax machines. May require training in new

software systems or learning upgraded software programs.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to

successfully perform the essential functions of this job. The employee is required to talk or hear; may be

necessary to stand, walk, handle, or reach with hands or arms. This is largely a sedentary role; however,

some filing is required, calling for the ability to lift files, open filing cabinets and bend or stand on a stool

as necessary. The team member frequently is required to walk. The team member is occasionally

required to pack and move files or boxes as well as lift and/or move up to 25 pounds. Specific vision

abilities required by this job include close vision, distance vision, peripheral vision and the ability to adjust

focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the

essential functions.

Position Type and Expected Hours of Work

This position may have access to confidential information. Background check is required for this position.

This is a full-time position. Days and hours of Amur Equipment Finance are Monday through Friday, 8:00

a.m. to 5:30 p.m. Flexibility to occasionally stay late to meet business needs.

Travel

May be required to attend 1-3 tradeshows/association meetings throughout the year.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities,

duties or responsibilities that are required of the employee for this job. Duties, responsibilities and

activities may change at any time with or without notice.