Partner Management Processing Specialist

Job Description

Job Description

Description

Partner Management Processing Specialist

Reports to : Business Development Supervisor

Classification : Full time, Non-Exempt

JOB DESCRIPTION

Summary / Objective

This position will provide essential support to our Business Development Associates, assisting with customer inquiries, documentation, and system maintenance to drive our business objectives forward.

Key Responsibilities

• Customer Inquiry Management : Respond to ad hoc customer inquiries promptly and professionally, ensuring high-quality service.
• Underwriting & Closing Support : Assist with the preparation and organization of underwriting and closing documentation to facilitate smooth deal processes.
• Partner Onboarding : Organize and manage partner onboarding inquiries, ensuring seamless integration and communication.
• System & CRM Maintenance : Maintain and update Customer Relationship Management (CRM) systems to ensure accurate and up-to-date records.
• General Support : Provide administrative and operational support to Business Development Associates, including scheduling, document preparation, and task coordination.

Required Skills and Qualifications

Supervisory Responsibility

This position does not have any supervisory responsibility.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bending or standing on a stool as necessary.

Position Type / Expected Hours of Work

This is a full-time position, and hours of work and days are Monday through Friday, 8 : 00 a.m. to 5 : 00 p.m. Occasional evening and weekend work may be required as job duties demand.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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