Senior Finance Specialist-SalesNavitas Credit Corp
Job Summary
Job Summary:
At Navitas Credit, our success is built on the strength of our people. We are guided by superior knowledge, a passion for delivering quality service, and the trust we have earned from our indirect and direct partners, as well as our team members.
We are seeking a Senior Finance Specialist to originate, develop, and manage financing opportunities within assigned regions, industry segments, and origination channels, with a primary focus on vendor and referral-source relationships. This role is responsible for driving funded volume through proactive relationship management, business development, transaction structuring, and customer engagement.
The Senior Finance Specialist serves as a trusted advisor to vendors, customers, and referral partners while managing the financing process from opportunity identification through funding. This position is ideal for a highly motivated sales professional who excels at relationship management, consultative selling, and generating results in a remote, phone-based sales environment.
The Senior Finance Specialist will report directly to the VP of Sales or the SVP of Sales.
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
Position Type:
This position is a remote role.
Disclaimer & Work Environment:
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
This position description is intended to describe the essential functions and general nature of the position and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Management reserves the right to modify, assign, or remove duties and responsibilities at any time consistent with business needs. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.
This position is classified as primarily sedentary and generally requires prolonged periods of sitting, as well as occasional standing, walking, bending, reaching, stooping, and use of hands and fingers to operate office equipment. The position may occasionally require lifting, carrying, pushing, pulling, or moving items weighing up to 20 pounds.
