Senior Sales Coordinator

Crystal Group Inc.; Hiawatha (IA); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a DFS Senior Sales Coordinator to lead a team and support the underwriting process. This role involves managing sales coordinators, ensuring compliance with documentation, and enhancing customer service. The ideal candidate will have strong supervisory skills and a commitment to achieving business results. Join a dynamic environment where your contributions will directly impact the success of the team and the satisfaction of clients. If you are passionate about sales and finance and thrive in a collaborative setting, this opportunity is perfect for you.

Qualifications

• 3+ years of supervisory experience required.
• Associates degree or above is essential.

Responsibilities

• Manage and train Sales Coordinator(s) and Documentation Specialist(s).
• Support the DFS Underwriting Team and assist with customer service.

Skills

Supervisory Skills

Customer Service

Communication Skills

Documentation Management

Financial Analysis

Bilingual (Spanish, Mandarin, Korean)

Education

Associates Degree

Bachelor's Degree

Job description

DFS Senior Sales Coordinator page is loaded

DFS Senior Sales Coordinator

Apply locations Hiawatha, IA time type Full time posted on Posted 18 Days Ago job requisition id R0003878

Job Description:

Position Responsibilities:

• Manage and train Sales Coordinator(s) and Documentation Specialist(s).
• Support the DFS Underwriting Team in communication with distributors, as well as, prospective and/or existing customers during the following stages: application, underwriting, documentation, funding, and collections.
• Collect and assemble the required underwriting documentation (credit application, credit reports, equipment proposal, bank statements, tax returns, personal financial statements, etc.) in accordance with program parameters.
• Accurately enter customer information into the DFS underwriting system and forward to the DFS Underwriting Team for further processing.
• Assist the DFS Underwriting Team with customer service, including updating addresses, gathering new bank account information, as well as calculating and communicating customer payoff information.
• Make collection calls on past due balances, send collection letters, and refer problem accounts to the more senior member of the DFS Collection Team.
• Administer insurance compliance function; ensuring valid insurance certificates are on file, in accordance with underwriting requirements.
• Back-up and support the Documentation Specialist(s) as needed.
• Take ownership in business results and your personal wellness.
• Perform other related general duties as assigned.

Essential education, licenses, certifications, skills and experience:

• Associates degree or above
• 3+ years of supervisory experience required.

Valued but not required skills and experience:

• Bachelor's degree or above
• 3+ years of related experience in sales, finance, or similar field
• Fluent in Spanish, Mandarin and/or Korean.