Idea Financial · 4 days ago
Sales Associate
Miami, FL
Full-time
Onsite
New Grad, Entry LevelIdea Financial is a direct lender passionate about helping small businesses thrive. They are looking for a Sales Associate to support sales representatives and underwriters by managing documents, organizing customer accounts, and providing excellent customer service.
BankingConsultingCrowdfundingFinancial ServicesInformation TechnologyVenture Capital
Responsibilities
Provide day-to-day customer service and support the Sales and Underwriting teams in ensuring the effective execution of daily transactions
Request missing documentation directly from customers in order to complete loan applications and draw requests
Maintain accurate account information across all stages of the life cycle in Salesforce with the most relevant notes and updates
Assisting customers with account inquiries and direct to appropriate department when needed
Practice effective sales management and organizational techniques
Qualification
Required
No prior customer service experience is needed
Strong work ethic
Elite organizational skills
True team player
Ability to collaborate with others
Understanding the needs to provide strong support to the sales team
Strong desire to work in fast paced environment
Excellent personal and communication skills
High energy level
Passionate about customer-centric relationships
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Company
Idea Financial
Idea Financial a team of experienced business advisors and financial services
Founded in 2017
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$71.5MKey Investors
EverBank FinancialPerformance Trust Capital Partners
2026-01-08Debt Financing· $20M
2024-10-01Debt Financing· $50M
2017-04-20Series Unknown· $1.5M
Leadership Team
Justin Leto
CEO & Founder
Recent News
vcnewsdaily.com
2026-01-09
2025-07-19
Company data provided by crunchbase