Sales Opener - Funding Desk Specialist

Reports to: Manager of New Sales

Classification: Full Time, Non-Exempt

JOB DESCRIPTION

Summary/Objective:

The Funding Desk Specialist will play a critical role in providing exceptional service and support to the Sales organization. You will be required to learn all aspects of Expansion Capital Group’s products along with all system, sales, and underwriting processes to work efficiently within the Sales organization and other business units to maintain a quick and seamless funding process. You will work directly with the New Sales, Business Development and Accounting teams to ensure that all client submissions, documents, statements, inquiries and stipulations are quickly and accurately processed. You will also work with external partners, the Business Development team, and Accounting from a reporting and process workflow perspective.

Essential Functions

• Real-time management and ownership of Sales submissions from referral partners and marketing initiatives, properly updating CRMs, internal systems, and reports.
• Inform Sales Advisors with tracking down, documenting, and processing all requested funding stipulations
• Work with external partners on lending applications, and manage the closing documentation process
• Review and verify submitted documentation for accuracy, completeness & compliance
• Maintain organized & updated records of all documentation for reference & auditing purposes
• Work with multiple systems (CRM, Underwriting & Support) to effectively process applications and funding requests
• Prepare and distribute ISO commission and clawback reports to relevant stakeholders on a timely basis, ensuring accuracy and compliance when sending reports

Key Responsibilities

Lead Qualification and Opportunity Identification:

• Review qualified and unqualified ECG clients to search for additional opportunities within our External Funders
• Qualify leads based on their needs and potential for conversion.

Sales External Submissions:

• Send out full package submissions based off of External Lender guidelines
• Packages will be sent via portal or email submission

Accounting and reporting accurate data:

• Utilize information received from accounting to send out commission reporting to each individual business partner in a timely manner
• Ensure accurate records are kept on all data points for compliance and data integrity

Competencies:

• Strong attention to detail
• Proficient with MS Office (including Teams) and CRMs
• Communication proficiency
• Exceptional organizational skills
• Self-Motivated but also a team player
• Problem solving & analysis
• Proven ability to work independently

Supervisory Responsibility

This position does not have any supervisory responsibility.

Position Type/Expected Hours of Work

This is a full-time position. Days/Hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m CST. Rare but occasional evening and weekend work may be required as job duties demand.

Required Experience & Education

• High School Diploma or GED (college degree desired but not required)
• Excellent time management skills with the ability to prioritize and multi-task
• Business finance experience preferred but not required
• Ability to work in a fast-paced environment
• Capable of adjusting to frequent changes and maintaining productivity
• Polite and professional personality that’s able to communicate with individuals at all levels

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

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.

This is largely a sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bending or standing on a stool as necessary.

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.