Funding Specialist
The Wilson Group LLC Blawnox
Funding Specialist
- Process Incoming Sales Orders from Creation to Completion Including:
- - Prepare, process and update checklist for all new orders
- Verify all required paperwork is received and correct
- Create Purchase orders for new equipment
- Prepare and distribute internal/external documents
- Work with leasing companies to complete funding process
- Create all approved contracts
- Additions, Updates and Corrections – E-Automate Database
- - Work directly with Sales Team, Admin Team and Service Team to maintain an updated database that includes:
- Generate Buyout Information for Sales department
- Reporting - provide the following for the Vice President of Sales:
- - Track expiring contracts for Account Reviews
- Reporting - provide the following for the COO:
- - Month end, quarterly and year end close out
- Computer Experience
- - Microsoft Office
- Position requirements:
- - Attention to detail
- Able to function in fast paced and high volume environment
- Work under stressful conditions
- Ability to meet consistent deadlines
- Exceptional customer service both internally and externally
Monroeville (PA), 7 mi from Blawnox
financial expertise, including but not limited to:
Planning Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis
Responsibilities:
As a Financial...
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