Finance Sales & Client Relations Coordinator

Regions Bank; Houston (TX); On-site; USD 47,000 - 57,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Bank, through its Ascentium Capital division in Kingwood, TX, seeks a Sales Coordinator to support account executives, manage client relationships, and prepare financial documentation for lease/loan transactions.

The role requires handling reports, coordinating with vendors and customers, and facilitating funding while maintaining accurate file organization and timely communications.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Experience with financial transactions and reporting preferred.
• Strong written and verbal communication skills required.

Responsibilities

• Supports account executive’s activities to maintain and nurture existing client relationships.
• Functions as liaison between client companies, account executive, and operations staff.
• Prepares weekly, monthly and/or quarterly reports, as specified by manager.
• Organizes and maintains file system.
• Participates in business/trade events that impact business unit.
• Promotes company-endorsed programs and services within assigned territory.
• Communicates credit approvals and declines to vendors, brokers, and customers.
• Prepares documentation to include proper structure and pricing of the transaction.
• Places follow up calls to vendors and customers for pending credit issues, invoicing, and to ensure return of required documents.
• Ensures all credit contingencies have been satisfied.
• Communicates with customers, vendors, brokers, and sources to obtain missing items to properly close transactions.
• Requires properly prepared invoices and obtains sales quotes.
• Resolves issues to facilitate funding of lease/loan transactions.
• Actively communicates on a daily basis with assigned sources, brokers, vendors and brokers on transactions and funding status of leases/loans.

Skills

Time management

Prioritization

Data analysis

Teamwork

Work under pressure

Relationship building

Communication

Organizational skills

Self-motivation

Education

Bachelor’s degree in a relevant field

High School Diploma or GED with 3 years of related experience

Tools

Microsoft Office

Job description

Regions Bank, through its Ascentium Capital division in Kingwood, TX, seeks a Sales Coordinator to support account executives, manage client relationships, and prepare financial documentation for lease/loan transactions.

The role requires handling reports, coordinating with vendors and customers, and facilitating funding while maintaining accurate file organization and timely communications.