Senior Finance Specialist – Sales

🕒 September 2

🐊 Florida – Remote

infoinfo

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

Where this job comes from

Posted on Navitas Credit's careers page, not through a job board

First seen by Remote Rocketship September 2

Logo of Navitas Credit

Navitas Credit

201 - 500 employees

Founded 2008

💸 Finance

🤝 B2B

💰 $6M Series A on 2010-03

Finance • B2B

Navitas Credit is an equipment finance company that provides industry-specific commercial equipment lending and funding solutions to businesses, vendors, and originators across the U. S. The firm offers flexible equipment financing from about $5,000 to $5 million, fast credit decisions, and programs for a wide range of credit profiles and industries (automotive, healthcare, restaurant, construction, technology, trucking, etc. ). Navitas emphasizes partnership with vendors and referral partners, white-glove service, and nationwide funding; it reports $6. 8 billion in total financing provided and has served 100,000+ small businesses.

📋 Description

• Originate and execute transactions in specified regions, industry segments, and vendor-driven origination channels • Identify and qualify vendor, manufacturer, and end-user customers based on volume, application quality, and pricing • Create and present vendor and customer quotes • Manage customer, vendor, and captive/referral-source transaction closing processes • Manage referral-source relationships through training, support, and follow-up • Disseminate market and competitive information on credit, rates, structures, and performance trends • Collect, organize, and submit customer and vendor due-diligence information • Participate in credit committee and departmental meetings as requested • Provide weekly prospect and origination reports to the Supervisor • Attend industry trade shows, develop and cold-call customer lists, and conduct market research • Maintain and expand the customer database • Monitor accounts to ensure customer satisfaction • Assist with customer care and collections as requested • Use heavy phone communication and travel occasionally

🎯 Requirements

• Four-year college degree, preferably in business, finance, or equivalent • Two-plus years of vendor, end-user leasing, or equivalent sales experience • Proven track record and demonstrated expertise in Navitas’s target markets • Flexibility to work effectively individually and as part of a team • Ability to establish and maintain professional relationships with vendors, referral sources, customers, and departments • Ability to identify and develop prospects and gain access to decision makers • Knowledge of competitive and financial strength assessment • Solid understanding of equipment finance processes and procedures, including credit, pricing, yield calculations, and collections • Ability to manage multiple tasks and relationships • Sales-call and product-proposal capability • Experience and willingness to work with delinquent customers and resolve customer service issues • Persuasive negotiation skills • Strong written, oral, and presentation skills • PowerPoint and other presentation-program proficiency • Computer literacy in standard office applications • Experience with CRM, workflow management, and database management software • Ability to learn Internet-based application-entry and field-quoting tools quickly • Calculator proficiency for computing yields and rate factors • Ability to travel occasionally • Heavy phone communication capability

🏖️ Benefits

• Equal Opportunity Employer commitment and nondiscrimination • Reasonable accommodations for qualified individuals with disabilities • Primarily sedentary working environment

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