Documentation and Sales Support Specialist

Documentation and Sales Support Specialist Team Financial Group, Inc. Grand Rapids, MI Job Details Full-time $26

• $34 an hour 2 hours ago Benefits Health insurance Paid time off Qualifications Document preparation (loan closing) Customer communication Sales support Follow-up (loan closing) Salesforce Cloud Client interaction via phone calls Full Job Description Documentation and Sales Support Specialist Team Financial is seeking a documentation specialist who will prepare equipment finance agreements and loan documentation.

This will require file preparation on the front end while working with 3 to 5 sales professionals to produce documents accurately and efficiently for customer signatures and closing. Upon closing, this person will assist in preparing the file for booking. Additionally, as a small company there will be room for cross-training in other areas, and reaching out to customers and vendors via email and phone will be expected. Organization and detail are paramount in this fast-moving role as this person will be expected to handle several items at once. Team Financial is located in Walker,MI on the west side of Grand Rapids, and the employees are expected to work in the office daily. This person will work as part of a team and report to the Director of Accounting and Finance. Some of these responsibilities would include:

• Supporting the sales team with file preparation
• Account setup and utilization of Salesforce and other company programs
• Working with the underwriters to identify the structure of the documentation required
• Preparing equipment finance agreements and loan documentation
• Preparing files for booking
• Perform post-closing follow up
• Effectively communicate with customers and vendor partners via phone and email
• Collect and organize post-closing documentation
• Display a positive attitude and be happy to serve customers and coworkers Preferred Qualifications
• Takes pride in the positive impact they can have on the team around them and the customers they serve
• Loan file and documentation experience is preferred
• Comes to work with a smile and ready to serve
• Professional with unquestioned integrity, character, and business ethics
• Ability to work effectively with individuals and groups in managing customer relationships
• Residency or willingness to relocate to the Grand Rapids, MI area
• Comfortable working within a small business and office with a strong culture

Pay:

$26.00

• $34.

00 per hour

Benefits:

Health insurance Paid time off

Work Location:

In person