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Now Hiring - Credit Human Federal Credit Union - Financial Services Sales Coordinator in San Antonio, TX

Financial Services Sales Coordinator in San Antonio, TX

Credit Human Federal Credit Union
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services

Benefits:

yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Banking & Lending
To Whom Financial Services

Location:

San Antonio, TX
3.9

Full description of the position

We are seeking a Sales Coordinator for the Sales Analytics Department.

The Sales Coordinator (SC) is an administrative sales-based position that provides support to the Sales Operations Analytics Manager (SOAM) and divisional sales teams in order to create and maintain relations with Business Partners. The SC will complete administrative support activities which include communication distribution, file management, review of information, data entry and report distribution. The Sales Coordinator is accountable for compiling, reviewing, and inputting the necessary information to setup or renew Business Partners.

If you have sales experience, you should apply right away!

Highlights:

  • Maintain data integrity of Business Partner information and documentation (Examples include but are not limited to business licenses, financials, signed agreements etc.)
  • Accurately maintain the dealer service databases which include but are not limited to Salesforce and the Loan Operating System (LOS)
  • Performing the applicable Source Management setup and renewal processes and procedures
  • Communicate with existing and prospect Business Partners as needed to obtain missing information for new set up, renewals, or reviews
  • Reviewing broker compliance monitoring alerts to ensure proper updates of Business Partner information and relationships with Credit Human are maintained
  • Consistently deliver an exceptional member experience to internal/external stakeholders

Experience:

Required

  • 2 years of experience in either sales, sales support, or administrative support

Preferred

  • 1 year of Salesforce or similar CRM system experience strongly preferred
  • Experience in Manufactured Housing Industry

Education:

Required

  • High school diploma or equivalent

Preferred

  • Associates Degree

Licenses & Certifications:

Preferred

  • Salesforce Administrator Certification

Skills & Knowledge:

Required

  • Excellent oral and written communication skills
  • Highly motivated, team focused, and service-oriented
  • Excellent organizational and time-management skills
  • Excellent attention to detail
  • Ability to work with minimal supervision
  • Proficiency with Microsoft Office Word, Excel, and Outlook

Preferred

  • Proficiency with CRM systems
  • Knowledge of financial statements
  • Knowledge of legal documentation verbiage

Schedule: Monday-Friday, 8:30 am-5:30 pm (on-site)

Starting Pay: $20.98

Level of Work: 1C

Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.

To get to know Credit Human and learn more about our benefits, visit our careers page at [please apply online]

Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history checks on convictions, and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.

Credit Human Federal Credit Union
Company Size
501 to 1000 Employees
Founded
1935
They Sell
Banking & Lending
To Whom
Financial Services
Revenue
$100 to $500 million (USD)


Credit Human Federal Credit Union is currently hiring for 1 sales position
Credit Human Federal Credit Union has openings in: TX
The average salary at Credit Human Federal Credit Union is:

1 Yes (amount not posted)

Credit Human Federal Credit Union
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Credit Human Federal Credit Union

Credit Human Federal Credit Union is currently hiring for 1 sales position
Credit Human Federal Credit Union has openings in: TX
The average salary at Credit Human Federal Credit Union is:

1 Yes (amount not posted)