Ascentium Sales Coordinator
Regions Bank
About the Role
Ascentium Capital, a division of Regions Bank, is seeking a Sales Coordinator to support business development and client retention for a specified geographical region. Ascentium Capital provides financing for business equipment and technology, serving organizations from small businesses to Fortune 500 companies.
Key Responsibilities
- Supports account executive activities to maintain and nurture existing client relationships.
- Functions as a liaison between client companies, account executive, and operations staff.
- Prepares weekly, monthly, and/or quarterly reports as specified by the manager.
- Organizes and maintains the file system.
- Participates in business/trade events impacting the business unit.
- Promotes company-endorsed programs and services within the assigned territory.
- Communicates credit approvals and declines to vendors, brokers, and customers.
- Prepares documentation, including proper structure and pricing of transactions.
- Places follow-up calls to vendors and customers for pending credit issues, invoicing, and to ensure the return of required documents.
- Ensures all credit contingencies have been satisfied.
- Communicates with customers, vendors, brokers, and sources to obtain any missing items not returned with the documentation package to properly close transactions.
- Requires properly prepared invoices and obtains sales quotes.
- Resolves issues to facilitate the funding of lease/loan transactions.
- Actively communicates on a daily basis with assigned sources, brokers, vendors, and brokers on transactions and funding status of leases/loans.
Requirements & Tech Stack
- Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, etc.)
Qualifications
- Bachelor’s degree in a relevant field OR High School Diploma or GED with three (3) years of related experience.
- Ability to manage multiple and consistently evolving priorities.
- Ability to learn additional systems as needed.
- Ability to research, analyze data, and derive facts.
- Ability to work in a team environment.
- Ability to work under pressure and meet deadlines.
- Developed relationship-building skills.
- Strong verbal, written communication, and organizational skills.
- Strong work ethic and self-motivation.
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act.