Sales Processor and Administrator

$45,000 - $55,000/Yr

Samson Funding - Boca Raton, FL

Full-time - Mid Level

Boca Raton, FL

Real Estate

About the position

The Sales Processor and Administrator at Samson Funding is a vital role within a rapidly growing alternative business financing provider. This position focuses on facilitating efficient workflows, managing administrative tasks, and supporting sales representatives to enhance productivity and revenue generation. The role requires strong communication and organizational skills to ensure accurate processing of financing transactions and to maintain compliance with company standards.

Responsibilities

• Facilitate efficient placement of files with partner lenders to streamline workflows.
• Enable sales representatives to focus on revenue-driving activities by managing administrative tasks.
• Identify and propose opportunities to enhance systems and processes.
• Accurately input and process data for various financing products in a timely manner.
• Review and ensure proper documentation for all financing transactions.
• Respond promptly and professionally to inquiries via phone and email.
• Verify and oversee tasks completed by colleagues to ensure accuracy and compliance.
• Prepare and distribute internal reports (daily, weekly, monthly) as required.
• Handle escalated issues and provide guidance to junior staff.
• Coordinate with external partners to secure necessary documentation.
• Stay up-to-date on current practices, procedures, and policies to maintain expertise.
• Uphold performance standards and contribute to team goals.
• Support management in developing and refining sales processes and procedures.
• Assist borrowers and partners through incoming and outgoing calls.
• Review financing documents and disclosures to evaluate borrower requests.
• Develop onboarding procedures to streamline the integration of new hires.
• Perform other related duties as assigned.

Requirements

• Experience with Salesforce or similar CRM
• 1 year of relevant experience
• Superior communication, organizational, and writing skills
• High-level problem-solving skills
• Ability to multitask
• Detail oriented
• Ability to work in a fast-paced and competitive environment

Nice-to-haves

• Experience with Salesforce or similar CRM
• Ability to multitask
• Detail oriented
• High-level problem-solving skills

Benefits

• Paid Health Insurance
• Paid Dental Insurance
• Paid Vision Insurance
• Generous Paid Time Off Policy