Senior Finance Specialist

Job Summary:

Responsible for developing new and maintaining existing dealer relationships to generate lease/loan volume and profit. Ability to manage outbound/inbound calls, utilize contact management, application/credit and online portal/marketing systems. Understand Contract Documentation, Pricing, Credit and company policies and procedures.

Reports To:

Branch Sales Manager

Job Responsibilities:

• Make outbound lead and follow up calls to potential and existing dealers/end users
• Handle inbound sales lead calls
• Build and maintain dealer relationships
• Overcome technical and business objections of prospective customers
• Participate in trainings to develop global understanding of process
• Maintain and develop relationships with key staff and management
• Achieve monthly/quarterly sales quotas and activity requirements
• Maintain account development sales funnel using contact management system
• Generate sales quotes and set pricing for dealers and transactions
• Enter credit applications and review decisions with the understanding of company policy
• Create and deliver finance documents
• Train dealers on all web technologies offered by Navitas

Job Requirements:

• Strong communication skills.
• Ability to work in a team environment.
• Identify and resolve problems in a timely manner
• Gather and analyze information skillfully
• Ability to assess own strengths and weaknesses
• Pursue training and development opportunities

Sr. Finance Specialist Qualifications (and/or):

• 4 Year College Degree
• 5+ Years Business to Business sales experience
• 3+ Years Industry experience
• 1+ Years Navitas sales experience
• Strong knowledge in Equipment Finance Pricing and Documentation
• Currently Meets/Exceeds Navitas Production Metrics