Sales Associate

Job Duties/Responsibilities:

• Review credit applications for completeness, accuracy, and required documentation, following up as needed to obtain missing information.
• Collaborate with Account Managers and Sales Representatives to resolve application questions and facilitate timely processing.
• Provide administrative support to the sales team to ensure efficient day-to-day operations.
• Deliver exceptional customer service to prospective and existing customers by responding to inquiries in a professional and timely manner.
• Escalate customer service issues to the appropriate Operations team members when necessary.
• Maintain accurate records and documentation while ensuring compliance with company procedures and service standards.

Characteristics:

• Strong attention to detail with a high degree of accuracy.
• Excellent organizational and time management skills with the ability to prioritize multiple tasks.
• Effective written and verbal communication skills.
• Strong customer service mindset with a professional and positive attitude.
• Proficiency with data entry and the ability to type accurately and efficiently.
• Ability to work independently while contributing effectively as part of a collaborative team.
• Demonstrated problem-solving skills and a proactive approach to supporting internal and external customers.

Experience Requirements:

• Experience using a CRM platform, preferably Salesforce.
• Previous experience with data entry in a fast-paced environment.
• Proven customer service experience with strong interpersonal and communication skills.
• Administrative support experience preferred.