Provide · 6 hours ago

Provide, Practice Finance Specialist

United States

Full-time

Remote

Entry, Mid Level

$53K/yr - $101K/yr

2+ years exp

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Customer ServiceFinancial Services

Comp. & Benefits

Insider Connection @Provide

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Responsibilities

Use the consultative sales process to build a thorough customer profile and identify short- and long-term financial needs

Effectively manage a book of business of Provide customers

Maintain an in-depth knowledge of products/services and recommend appropriate solutions using our value proposition

Articulate the advantages of obtaining financing through a technology-enabled, industry-specific lender to doctors and referral sources

Prospect to business customers and set appointments for periodic financial reviews, including outbound calls to your book of business

Establish close working relationships with One Bank partners to refer customers when appropriate and provide timely and holistic financial solutions

Analyze global cash flow, collateral structure, and all other aspects of an application to determine whether it warrants submission to our Underwriting team

Develop a deep understanding of the organization’s credit policy

Craft clear and concise deal write-ups to streamline credit submissions

Complete administrative responsibilities in a timely manner

Assist the Outside Sales team as needed with loan proposal presentations

Qualification

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Sales experienceCredit analysisLoan proposal presentationBusiness acumenFinancial statement reviewMicrosoft Office proficiencyGoogle Apps proficiencyTeam-based sales environmentCredit risk experienceUnderwriting experienceDegree in financeDegree in economicsDegree in mathematics

Required

Minimum of two years of sales experience, preferably in practice finance

Proven ability to build new and existing client business and provide a positive client experience

Strong business acumen, including detailed analysis, review of financial statements, and understanding of basic accounting principles

Ability to assess client needs, drivers of profitability, and corporate/personal lifecycle-optimizing financial solutions

Effective problem-solving and analytical skills with the ability to handle and prioritize multiple tasks

Demonstrated strong verbal and written communication skills

Demonstrated alignment with the organization’s vision and core values, through personal actions and leadership influence, to promote high-performing work groups

Proven ability to work in a team-based sales environment

Proficiency in all Microsoft Office and Google Apps software