Senior Administrative Assistant

First Business Bank; Indiana, Indianapolis (PA, IN); Hybrid; USD 40,000 - 75,000; Full time

Job summary

An established industry player is seeking a dedicated Senior Administrative Assistant to support their sales and credit teams. This role offers an exciting opportunity to engage with clients and manage diverse administrative tasks in a dynamic environment. With a focus on organization and communication, you will play a crucial role in onboarding clients, creating reports, and ensuring smooth operations within the Indianapolis Financing Office. Join a company that values its people and promotes a culture of excellence, where your contributions will be recognized and rewarded.

Qualifications

• 2+ years of experience in office and sales support.
• Ability to meet deadlines and multitask effectively.

Responsibilities

• Onboard and train new clients on systems and procedures.
• Create cross-sale reports and manage client inquiries.

Skills

Multitasking

Communication Skills

Salesforce

DocuSign

Research Skills

Reporting Skills

Education

2 years of office and sales support experience

Tools

Salesforce

DocuSign

Job description

Description

Position at First Business Bank

Join us today as a Senior Administrative Assistant!
First Business Bank is a Top Workplaces USA company, learn more here.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is highly engaged employees who provide unmatched client satisfaction. With comprehensive total rewards, a commitment to valuing each other's differences, and a focus on community improvement, we believe you'll find the experience to be your advantage. We're delighted you're considering joining us!

This integral role will support the sales, servicing, and credit teams in managing the client portfolio at our Indianapolis Financing Office. It is a highly organized, detail-oriented, and proactive position. The Senior Administrative Assistant must be adept at multitasking, managing various administrative tasks efficiently, and possess strong communication skills to interact effectively with clients and internal teams. Familiarity with tools like Salesforce and DocuSign, along with research and reporting skills, is essential.

Work Model:

Onsite at our Indianapolis office, 8 am - 5 pm, with remote work available 1 day per week.

Responsibilities include:

Onboarding and Initial Processing of New Clients

• Set up and transition for new clients.
• Train new clients on our systems, policies, and procedures.

Sales and Prospecting

• Create cross-sale reports by identifying large dealers, conducting initial research and UCC searches, and creating accounts/opportunities/contacts in Salesforce to prepare for cold calls.
• Process prospect website inquiries to assess eligibility and communicate with dealers who do not qualify.

Loan Documentation and Coordination

• Pre-closing processes.
• Coordinate loan documents.

Administrative and Organizational Tasks

• Ensure quality control of document handling in the loan system.
• Create new accounts, opportunities, and contacts in Salesforce.
• Generate progress reports in Salesforce.
• Manage ticklers.

Reporting and Review

• Prepare various weekly and monthly reports.

Qualifications:

• At least 2 years of office and sales support experience in a professional industry.
• Ability to meet deadlines, often well in advance.
• Strong follow-up and multitasking skills to handle multiple deadlines.
• Excellent written and oral communication skills.

First Business Financial Services, Inc. is committed to providing equal employment opportunities to all applicants and employees, regardless of race, creed, color, religion, gender, age, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, transgender status, or any other characteristic protected by law. We strongly uphold this policy and the spirit of the law.