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Expansion Capital Group · 1 month ago

Sales Opener - Funding Desk Specialist

Sioux Falls, SD

Full-time

Onsite

New Grad, Entry Level

Expansion Capital Group is seeking a Funding Desk Specialist to provide exceptional service and support to the Sales organization. The role involves managing sales submissions, working with external partners, and ensuring accurate processing of client documents and funding requests.

AccountingFinancial ServicesFinTechSmall and Medium BusinessesWealth Management

Responsibilities

Real-time management and ownership of Sales submissions from referral partners and marketing initiatives, properly updating CRMs, internal systems, and reports

Inform Sales Advisors with tracking down, documenting, and processing all requested funding stipulations

Work with external partners on lending applications, and manage the closing documentation process

Review and verify submitted documentation for accuracy, completeness & compliance

Maintain organized & updated records of all documentation for reference & auditing purposes

Work with multiple systems (CRM, Underwriting & Support) to effectively process applications and funding requests

Prepare and distribute ISO commission and clawback reports to relevant stakeholders on a timely basis, ensuring accuracy and compliance when sending reports

Lead Qualification and Opportunity Identification:

Review qualified and unqualified ECG clients to search for additional opportunities within our External Funders

Qualify leads based on their needs and potential for conversion

Sales External Submissions:

Send out full package submissions based off of External Lender guidelines

Packages will be sent via portal or email submission

Accounting and reporting accurate data:

Utilize information received from accounting to send out commission reporting to each individual business partner in a timely manner

Ensure accurate records are kept on all data points for compliance and data integrity

Qualification

CRM proficiencyMS Office proficiencyBusiness finance experienceAttention to detailCommunication proficiencyOrganizational skillsProblem solvingSelf-motivated