Dext Capital · 1 day ago
Program Management Support Analyst
Lake Oswego, OR
Full-time
Onsite
Entry, Mid Level
2+ years expDext Capital is a National, innovative, financial services company headquartered in the Portland Metro area. The Program Management Support Analyst role is critical in ensuring the seamless onboarding and integration of new sources into the CRM system and operational workflows, acting as a vital link between the sales team and operations.
FinanceHealthcareVenture CapitalAngel InvestmentFinancial ExchangesFinancial ServicesHealth CareImpact Investing
Responsibilities
Collaborate with the sales team to onboard new sources into the Salesforce platform, ensuring accurate and complete data entry
Gather and organize relevant information for presentation at Program Management Meetings
Coordinate with various departments to align on source requirements and expectations
Create and provide continuous training for the source onboarding process
Guide new sources through the operations and credit review processes until approval
Serve as the primary liaison between sales and operations to streamline onboarding processes
Identify and communicate operational differences to ensure seamless integration across teams
Facilitate the integration of systems, such as eOriginal, with new sources for operational alignment
Support source-driven special reporting needs by gathering, analyzing, and presenting data to stakeholders
Ensure smooth handoffs to documentation, funding, customer service, and collections teams post-approval of all sources
Conduct introductions and provide operational insights to ensure a shared understanding of program specifics
Foster collaboration and alignment across departments to support source success
Identify and propose opportunities for optimizing onboarding and review processes
Provide actionable feedback to improve cross-departmental communication and operational workflows
Lead operational team projects and other initiatives as assigned, ensuring timely delivery and effective collaboration
Qualification
Required
High energy and adaptability, thriving in dynamic and evolving settings
Strong organizational and project management skills
Excellent communication and interpersonal abilities for cross-departmental collaboration
Analytical mindset with the ability to gather, interpret, and present data effectively
Experience in operational workflows, process improvement, and program management
Preferred
2-5 years equipment finance or lending experience preferred
Proficiency in Salesforce or similar CRM platforms is preferred
Company
Dext Capital
Dext Capital provides financing solutions for providers of healthcare through direct lending.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-11-11Debt Financing
2023-05-04Debt Financing
Leadership Team
Kyin Lok
CEO & Founding Board Member
Scott Eshleman
Chief Risk Officer
Recent News
newswire.com
2024-11-11
2024-04-25
2024-03-26
Company data provided by crunchbase