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Patriot Capital Corporation - Equipment Financing Specialists · 5 days ago

Associate Sales Representative

Buckhead, GA

Full-time

Onsite

New Grad, Entry Level

Patriot Capital Corporation is a well-established finance company based in Atlanta, GA, specializing in equipment financing solutions. They are seeking an Associate Sales Representative to assist the sales team, strengthen customer relationships, and facilitate the credit approval process while ensuring customer satisfaction.

Financial ServicesLeasingOil and Gas

Responsibilities

Provide accurate and detailed communication to customers, sales, credit, funding, documentation team, and all 3rd party affiliates

Work with all team members to achieve monthly/quarterly/yearly sales goals, as well as, ensuring process time effectiveness from credit approvals to bookings

Strengthen relationships with customers, vendors, and all 3rd party affiliates

Assist/development of Promotion Programs and all other projects as assigned

Assist sales with day-to-day tasks while they are traveling, working trade shows, at customer meetings, etc

Build relationships with customers of large/multiple accounts and jobbers; perform as second point of contact for all loan related requests in conjunction with their respective Sales Reps

Directly involved in each loan request owning the process from start to finish, working with a sense of urgency, driving each deal to closure and ensuring customer satisfaction

Assist in keeping all deals moving through the Sales Rep’s deal pipeline by creating and maintaining reports, identifying deals that are stagnant and determining the next steps needed for progressing to closure

Collaborate with credit analyst, customers, and funding partners when needed to facilitate the credit approval process in a timely manner

Work directly with customers to obtain all necessary information as required by company policies and/or funding partners to ensure all proper approvals are reached

Assist in the process of producing loan documents and collaborating with customers to solve any issues delaying the process

Assist in obtaining various documents from 3rd party affiliates, whether it is insurance from the respective customer’s agent or an invoice from the respective vendors, etc

Assist management with special projects or assignments that align with Patriot Capital’s goal of increasing sales and the profitability model

Qualification

Sales experienceCustomer relationship managementAnalytical skillsOrganizational skillsPC proficiencyTeam collaborationAttention to detailProblem-solving skills

Required

Organized, ambitious, professional, positive, enthusiastic and customer service driven work ethic

Proven track record of success, especially as a revenue generator

Provide accurate and detailed communication to customers, sales, credit, funding, documentation team, and all 3rd party affiliates

Work with all team members to achieve monthly/quarterly/yearly sales goals, as well as, ensuring process time effectiveness from credit approvals to bookings

Strengthen relationships with customers, vendors, and all 3rd party affiliates

Assist/development of Promotion Programs and all other projects as assigned

Assist sales with day-to-day tasks while they are traveling, working trade shows, at customer meetings, etc

Build relationships with customers of large/multiple accounts and jobbers; perform as second point of contact for all loan related requests in conjunction with their respective Sales Reps

Directly involved in each loan request owning the process from start to finish, working with a sense of urgency, driving each deal to closure and ensuring customer satisfaction

Assist in keeping all deals moving through the Sales Rep's deal pipeline by creating and maintaining reports, identifying deals that are stagnant and determining the next steps needed for progressing to closure

Collaborate with credit analyst, customers, and funding partners when needed to facilitate the credit approval process in a timely manner

Work directly with customers to obtain all necessary information as required by company policies and/or funding partners to ensure all proper approvals are reached

Assist in the process of producing loan documents and collaborating with customers to solve any issues delaying the process

Assist in obtaining various documents from 3rd party affiliates, whether it is insurance from the respective customer's agent or an invoice from the respective vendors, etc

Assist management with special projects or assignments that align with Patriot Capital's goal of increasing sales and the profitability model

College degree or equivalent industry experience

Proficient with PC and associated software

Strong attention to detail, ability to prioritize and handle multiple tasks

Excels in a team environment while owing their area of responsibility

Requires excellent analytical and problem-solving skills, along with strong organizational skills

Demonstrated understanding/ability to manage the impact of the overall loan process from entering applications to booking deals

Ability to travel (up to 15%) around 3-4 overnights per month