United States onlyJOB SUMMARY
The Sales Assistant/Modifications Specialist provides support to the Account Managers & Client Relations Representatives at the Equipment Finance Division (EFD) to obtain the information needed to originate, process and close assigned equipment finance agreements & leases in accordance with established bank policies and procedures. This position will primarily interact with new & current EFD customers. Also Responsible for handling & completing customer modification requests, after the contract has been booked.
Starting wage of $24.00/hour. Employment offers will be dependent upon the selected candidate’s relevant qualifications and experience.
RESPONSIBILITIES
- Coordinates the activities involved in the administration of setting up a new lease or equipment finance agreement (EFA) such as sending out legal finance documents, requesting supporting documents and coordinating the disbursement of funds to the dealer.
- Ability to receive and make outgoing and incoming calls to retrieve necessary documentation and verbal confirmations of equipment delivery.
- Demonstrates accuracy in preparing lease/EFA documents & transactions.
- Demonstrates light sales skills to sell the product as needed.
- Demonstrates excellent customer service skills.
- Read & understand lease/EFA payment options for the customer using T-Value.
- Addressing & completing Modification Requests for post close modifications.
- Modification Requests including rewrites, equipment swaps, asset updates, payment restructures, due date changes, customer name changes, and assumptions.
- Collaborating with the sales department to ensure we have accurate information to complete the request.
- Sending complete modification requests to our credit department for analyst reviews.
- Communicating with customers and sending Modification documents to the customer.
- Ensure requests are being completed accurately.
- Working with the Closing & Compliance department to complete the modification.
- Understands the concept of leasing and stays on the cutting edge of current leasing trends by reading materials on leasing, etc.
- Attends and contributes to periodic meetings.
- Maintains a good working relationship with all employees and demonstrates teamwork.
- Maintains a solid understanding of the software programs associated with daily activities such as T-Value, M-Files, SalesForce and Microsoft Office programs particularly Outlook, Word, Excel and PowerPoint.
- Develops and strives to attain person goals & team goals.
- Develop and maintain good working knowledge of job responsibilities and procedures.
- Contribute to a favorable team environment and do so in a positive and professional manner.
- Willingly assist others as necessary to maintain workflow and address all customer requests in a timely fashion.
- Independently perform job responsibilities satisfactorily.
- Communicate effectively with customers, peers, and leadership.
- Quickly understand new information and sophisticated ideas.
- Understand the organizational structure of Stearns Bank N.A. and proper business behavior.
- Maintain an awareness of the business environment in which Stearns operates and promote Stearns bank N.A. organization, beliefs, strategies, and products.
REQUIREMENTS
- Occasionally lift and/or move up to 10 lbs.
- Literacy in English.
- Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools, or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk, or hear.
- Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
- Ability to work in a fast-paced environment.
- Ability to work at a computer for extended periods of time.
QUALIFICATIONS
- Excellent oral and written communication skills.
- Ability to be a flexible, effective teammate.
- Analytical & Detail oriented.
- Strong organizational skills and ability to multi-task.
- Strong digital literacy.
THE COMPANY
Founded in 1912, Stearns Financial Services Inc. (SFSI) is a $2.4 billion well-capitalized, independent financial holding company based in St. Cloud, Minnesota. Specializing in nationwide small business lending and equipment financing, Stearns has maintained outstanding customer service, fast decisions, and customized finance solutions to their customers for decades.
Stearns Bank has earned itself a stellar reputation amongst customers and competitors alike. This reputation goes beyond just word-of-mouth, as Stearns has been recognized by the Independent Community Banker’s Association (ICBA) as a top-performing bank in the nation based on a 3-year average Return on Assets for banks $1 billion or more. Stearns has also been recognized by American Banker as a top-performing bank in the nation over a 3-year period for Return on Equity for banks from $2 billion to $10 billion.
As a Star Tribune Top Workplaces award recipient and an award recipient of the Minnesota Business Magazine 100 Best Places to Work in Minnesota, Stearns takes pride in their team and holds their employees in extremely high regard. We offer a competitive salary and benefit package including our Employee Stock Ownership Program-one of the best long-term incentive programs in the nation.
EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran’s status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.
