Hybrid Sales & Funding Support Specialist

GreatAmerica Financial Services Corporation; Cedar Rapids (IA); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Monthly bonuses for eligible employees

401(k) with company match

Annual profit sharing

Paid vacation (starting at 80 hours)

Job summary

GreatAmerica Financial Services Corporation in Cedar Rapids, IA is seeking a Sales Support Specialist / Client Transaction Specialist to execute financing programs from application to funding and to support the sales process with accuracy and efficiency.

You will collaborate with sales, credit, documentation, account support, and leadership to ensure smooth funding, maintain detailed notes, and nurture customer relationships across platforms.

Qualifications

• High school graduate or equivalent; bachelor’s degree preferred.
• 1 year of customer service experience; financial services preferred.
• Experience in financial services or leasing preferred but not required.
• Strong customer service and communication skills.

Responsibilities

• Execute transaction components promptly, accurately, and consistently.
• Compute rate calculations based on rate economics and procedures.
• Provide proactive communication with customers and internal teams regarding program trends and opportunities.
• Respond to inquiries, conduct research, and identify mutually beneficial resolutions.
• Manage daily communication flow across platforms, maintaining detailed notes and supporting transactional records.
• Gather, review, and input customer documentation and credit decisions to ensure accurate funding preparation.
• Guide transactions from application entry through funding.
• Collaborate with sales, credit, documentation, account support, portfolio management, and leadership to meet customer commitments.
• Identify areas for improvement and communicate solutions across functions.

Skills

Customer service

Verbal communication

Written communication

Time management

Organizational skills

Education

Bachelor's degree in business

Tools

MS Office

CRM systems

Job description

GreatAmerica Financial Services Corporation in Cedar Rapids, IA is seeking a Sales Support Specialist / Client Transaction Specialist to execute financing programs from application to funding and to support the sales process with accuracy and efficiency.

You will collaborate with sales, credit, documentation, account support, and leadership to ensure smooth funding, maintain detailed notes, and nurture customer relationships across platforms.