Sr. Sales Support Specialist
2 weeks ago
Summary:
The Senior Sales Support Specialist serves as a subject matter expert on HNB-IF Know Your Customer (KYC) requirements and in preparing or reviewing documents for all new and existing customer “complex” ownership structure and non-standard documentation requests. The Sr Specialist will collaborate with Sales Support, Portfolio Management and Credit staff that require guidance on documentation, KYC and Engine data integrity matters.
Duties & Responsibilities:
- Work closely with stakeholders to understand the customer/prospect organizational structures and identify information needed from customer/prospects to satisfy HNB-IF KYC and loan documentation requirements.
- Prepare manual and/or customized loan documents for layered and complex organizational structure prospects and customers. Minimize negative customer impact by resolving questions and issues in a timely manner. Meet or exceed accuracy guidelines as established by department
- Review and approve loan documents prepared and submitted by sales support and customer service personnel to ensure effectiveness and accuracy
- Coach stakeholders in reviewing customer authority and formation documents to ensure HNB‐IF has required documentation/authorized signers on HNB‐IF legal forms and documentation
- Exercise discretion and independently make decisions through critical thinking and judgment to identify when higher level review is required.
- Work closely with the Documentation Manager, Onboarding Director and Legal, to maintain a complete, accurate and timely updated of the IF Documentation “manual”.
- Other onboarding and documentation related tasks, responsibilities and special projects as needed.
Basic Qualifications:
- Bachelors’ Degree in business, finance or related degree or equivalent experience
- Bachelors’ Degree and/or 5+ years of experience in a customer facing position or 5+ years of experience in banking or finance.
Preferred Qualifications:
- Exceptional attention to detail, organized and possess the ability to manage multiple tasks simultaneously, while staying focused with minimal supervision.
- Excellent communication (verbal and written communication) and listening skills.
- Problem solving skills.
- 3-5 years of sales, finance, loan documentation or customer support experience.
- Working knowledge of Salesforce.
- Working knowledge of credit basics.
- Working knowledge of UCCs.
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