Sales Support Specialist

Job Description

NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide.  Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers.  NewLane Finance is powered by a $24B financial organization.

NewLane Finance is a seeking a Sales Support Specialist to support NewLane’s Healthcare Sales Team.  This position will be responsible for new application submissions, documentation creation and processing using comprehensive knowledge of industry policies and procedures. In addition, they will be assisting the Sales Team with following up with customers, particularly in obtaining all necessary documentation to fund the equipment.

Our Values:

• Integrity
• Passion
• Teamwork
• Commitment to Excellence

Essential functions:  

• Work collaboratively with Healthcare Team Business Development Representatives to facilitate closing of equipment finance transactions by handling transaction related issues on applications, credit status updates and lease documentation. 
• Provide transaction status updates to Business Development Representatives, equipment dealers/vendors and end users. 

• Review  terms/rates with end users to help facilitate the close the sale
• Assist customers and dealers with closing process requirements, such as, but not limited to, documentation stipulations, pricing, agreement terms and conditions. Responsible for new application submissions, documentation creation and processing using comprehensive knowledge of policies and procedures.
• Follow up on all credit applications whether Approved or Docs Out to ensure the deals get funded in a timely manner.
• Using DocuSign, organize, prepare, and send finance agreements and related documents for approved transactions to end users
• Ensure all lease agreements and related documents are accurate and complete according to policy and procedure guideline
• Communicates suspected fraud and or discrepancies to Management
• Must understand, abide and uphold audit procedures and internal controls related to essential duties and responsibilities.
• Ensure all related documentation and funding requirements for each transaction meet company’s guidelines

General: 

• Ability to work independently as well as collaboratively.
• Proven ability to perform in a dynamic, high volume, transaction processing environment.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Provide exceptional customer service.
• Candidate should be self-motivated and possess a desire to learn.
• Assist Management with ad-hoc projects.
• Comply with audit and documentation policy and procedure requirements.
• Must understand, abide, and uphold audit procedures and internal controls related to essential duties and responsibilities.

Qualifications:

• High School diploma required, Bachelor’s Degree a plus
• Finance Agreement/Loan Processing/Documentation review experience required
• Strong interpersonal skills and ability to leverage relationship building skills
• Excellent computer skills to include: MS Office, Word, Excel, PowerPoint
• Proven ability to multi-task effectively in a fast paced, deadline-oriented sales environment
• Ability to work independently with minimal supervision

Salary Range:

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.