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Deal Desk Coordinator at Denver, CO
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Transwest Trucks
Denver, CO (In Person)
$92,500 Salary, Full-Time
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Job Description
The Deal Desk Coordinator plays a critical role in supporting sales execution and ensuring accurate, timely deal processing across multiple regions. This position partners closely with Business Development Managers (BDMs) and the Credit team to facilitate the initial deal submission process, including coordinating revisions and gathering required information to support credit decisions.
Following credit approval, this role assumes primary responsibility for documentation and funding preparation, ensuring all agreements, stipulations and required materials are complete, accurate and compliant. The Coordinator also serves as a key point of contact for internal stakeholders and external partners, including dealers, vendors, brokers and customers, to ensure seamless communication and efficient deal progression.
This role is integral to maintaining deal quality, improving turnaround times and supporting overall revenue growth across the organization
HSA and/or FSA, as applicablePaid Time Off, Sick Time, and Company Paid HolidaysEmployee Car Discount Program
Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator and other office equipment.
Ability to communicate by providing verbal feedback in a professional manner.
Ability to receive and analyze data and input into the computer.
Normal range of hearing and vision.
Following credit approval, this role assumes primary responsibility for documentation and funding preparation, ensuring all agreements, stipulations and required materials are complete, accurate and compliant. The Coordinator also serves as a key point of contact for internal stakeholders and external partners, including dealers, vendors, brokers and customers, to ensure seamless communication and efficient deal progression.
This role is integral to maintaining deal quality, improving turnaround times and supporting overall revenue growth across the organization
WE OFFER A FULL BENEFITS PACKAGE FOR ELIGIBLE EMPLOYEES INCLUDING
Medical, Dental, and Vision InsuranceLife (Voluntary and Employer Paid) and Disability Insurance401(K) with company match beginning with your first contribution.HSA and/or FSA, as applicablePaid Time Off, Sick Time, and Company Paid HolidaysEmployee Car Discount Program
ESSENTIAL DUTIES & RESPONSIBILITIES
Deal Intake, Credit Coordination & Deal FlowFacilitate the initial deal submission process across multiple sales regions in partnership with Business Development Managers (BDMs) and the Credit teamReview and submit deal packages, ensuring completeness, accuracy and alignment with internal requirementsCoordinate with BDMs and Credit on revisions, additional information requests and deal structuring updatesAct as a liaison between Sales and Credit to ensure clear communication and timely progression of dealsDocumentation & Funding Preparation (Primary Ownership)Own the documentation process from credit approval through funding preparationDraft, review and modify customer loan and lease agreements with a high degree of accuracy and complianceManage document execution, including e-signature and online notarization processesAssemble and validate complete funding packages, ensuring all stipulations are satisfied prior to fundingCoordinate with Operations and Funding teams to resolve outstanding items and move transactions toward completionStakeholder Communication & CoordinationServe as a primary point of contact for dealers, vendors, brokers and customers regarding credit submissions, documentation and funding requirementsProvide timely updates to BDMs and internal stakeholders on deal status and outstanding itemsRespond to inquiries and resolve issues in a professional, proactive and customer-focused mannerSystems, Process Improvement & Operational SupportMaintain CRM systems and ensure accurate tracking of deal progress and customer dataManage multiple transactions simultaneously while identifying opportunities to improve efficiency and reduce turnaround timesSupport regional sales operations and contribute to process standardization and best practicesPerform additional duties as assignedWORK ENVIRONMENT & PHYSICAL ABILITIES
Requires frequent sitting, standing, balancing, bending or stooping for prolonged periods of time.Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator and other office equipment.
Ability to communicate by providing verbal feedback in a professional manner.
Ability to receive and analyze data and input into the computer.
Normal range of hearing and vision.