Sr. Finance Specialist- Sales; Remote

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Full Time Ponte Vedra, FL, US

This position is primarily responsible for originating and executing transactions in specific regions, industry segments, and origination channels (primarily vendor-driven).

• Identify and qualify vendor, Mfg’s and end-user customers that fit Navitas’s objectives with respect to volume, application quality and pricing.
• Create and present vendor and customer quotes.
• Manage the origination and transaction closing process with customer, vendor, and captive/referral source programs.
• Manage relationships with referral sources by providing training, support and follow-up in order to enhance and grow the business relationship with Navitas.
• Disseminate internally market and competitive information relating to credit, rate, structure and performance trends in target markets.
• Collect, organize and submit internally customer and vendor due diligence information; participate in credit committee as requested and attend various departmental meetings.
• Provide Supervisor with weekly prospect and origination reports.
• Attend industry trade shows, develop and cold call customer lists, research through Internet and various media.
• Assist in maintaining and expanding the existing customer database.
• Monitor accounts to ensure continuing customer satisfaction.
• Aid in customer care and collection activities as requested.
• Heavy phone communication and some travel is required.

• Flexibility to work effectively both individually and as part of a team.
• Ability to establish and maintain professional relationships externally with vendors, referral sources, and customers as well as with all other Departments.
• Ability to identify, develop prospects and gain access to decision makers.
• Skilled as assessing competitive and financial strength of vendors, referral sources, and customers.
• Solid understanding of equipment finance process and procedures, including credit, pricing, yield calculations, and collections.
• Ability to successfully manage multiple tasks and relationships.
• Ability to make multiple sales calls and comfortably propose our products to new customers.
• Commitment to forge ahead when faced with rejection.
• Experience and willingness in working with delinquent customers and help resolve customer service issues.
• Persuasive negotiation skills to finalize and close transactions.
• Strong written and oral communication skills.
• Strong presentation skills utilizing PowerPoint and other presentation programs.
• Computer literate in standard office applications.
• Experienced user of software for CRM ( a plus), workflow management (Lease works a plus) and database management.
• Able to rapidly learn custom-designed tools such as Internet-based application entry and field quoting tools.
• Skilled with calculator to compute yields and rate factors.

• 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.

This position is a remote, sales-driven role

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.