Responsibilities
include but are not limited to :
- Work with all processes related to factoring operations, including buyouts, account set up and implementation
- Work closely with the onboarding team to ensure proper communication with incoming accounts
- Process incoming prospect applications and create client agreements per specifications
- Review current client information to facilitate and complete any necessary agreement modifications
- Assist with external communication as it relates to due diligence needs
- Facilitate communication between sales and operations
- Enter and update agent information in the operations platform and review commissions monthly
- Document and assign incoming leads from internal sources in the sales platform
- Assist with creating and preparing for prospect presentations to leadership
- Track and report daily activities and call statistics
- Other duties assigned
Qualifications
- Bachelor’s degree in business or related field
- Basic sales experience and understanding of sales processes
- Ability to multitask in a fast-paced, deadline-driven environment
- Strong organizational skills and ability to prioritize tasks
- Familiar with factoring software and Customer Relationship Management platforms
- Excellent customer service and problem-solving skills
- Results-driven with a strong sense of urgency
- Excellent written, verbal and interpersonal communication skills
Benefits Package At Shamrock we hire bright, ambitious people and give them the tools they need to be successful. By investing in training and development, we hope to become a long-term career for employees, where there are always opportunities for advancement.
Shamrock also offers a premier set of benefits for employees and their families :
- Medical : Fully paid healthcare, dental and vision premiums for employees and eligible dependents
- Work-Life Balance : Competitive PTO, paid leave policies and eligibility for work from home opportunities after a 90 day introductory period
- Financial : Generous company 401(k) contributions and employee stock ownership after one year
- Wellness : Onsite gym, jogging trail and discounted membership to nearby fitness center
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