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Operations Support Specialist - East Region Shared Resource jobs in United States
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GreatAmerica · 1 day ago

Operations Support Specialist - East Region Shared Resource

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. They are seeking a Sales & Operations Support Specialist who will play a critical role in executing finance programs and transactions while building and strengthening customer relationships. The role involves managing customer communications, executing transactions accurately, and supporting customer financing programs.
FinanceProperty & Casualty InsuranceInformation TechnologyFinancial ServicesInsurance
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Growth Opportunities
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Responsibilities

Play a Critical Role! Serving the needs of our customers is key to our success and you will play an integral role as you accurately execute requests pertaining to a customer’s end-user, finance program features, and processes; ultimately, transacting in a way that shapes a friction-less and delightful experience for all involved
Use Your Expertise! Execute all the pieces of a transaction with our customer promptly, accurately and with consistent information; meeting quality metrics and exceeding customer expectations. Compute rate calculations based on expert level knowledge of rate economics and procedures. Help resolve customer issues and help establish a solid understanding of solutions as you clearly communicate information and concepts to our customers
Be a Vital Resource! You’ll be the primary individual to manage the daily communication flow through various platforms with our customers while maintaining detailed notes to support transactional communication and manage customer program information. Build the bridge between GreatAmerica and our Customers as you communicate credit decisions, generate documentation, research accounts, review submitted documentation for funding; ensuring information is received and accurately input into our systems prior to funding. Guide the transaction all the way from application entry to funding
Evolve and Grow With Us! The Customer is at the center of everything we do. You’ll be responsible for facilitating and proactively supporting their financing programs by leveraging your knowledge of our relationships while adapting to their changing business needs. Utilize our ever-evolving technology platforms as you engage with our customers and their end-users
Have Leadership and Team Support! Work in a team-based solution-oriented environment with immediate team members from multiple functions within the business including Sales, Credit, Documentation, Account Support, Portfolio Management and Leadership to support our mission of helping our customers achieve greater success
Be a Culture Champion! You’ll be at the heart of team activity and will develop a high-level understanding of other functions and the value they provide. Your team will look to you to communicate effectively, identify areas for improvement, and consistently deliver on our Customer commitments

Qualification

Customer service focusMS Office proficiencyMathematical aptitudeTime managementOrganizational skillsVerbal communicationWritten communicationTeam collaborationAdaptability

Required

Time management, organizational skills, and the ability to thrive in a fast-paced open work environment
Strong customer service focus with excellent verbal and written communication skills
Proficiency using MS Office and adept at working across multiple computer systems
Mathematical aptitude
High school graduate or equivalent required

Preferred

1 year of customer service experience, or experience in the financial services industry is preferred
A Bachelor's degree in Business, Marketing or related field is preferred or equivalent education/experience
Prior experience in financial services or leasing is not required but preferred

Benefits

Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Paid Vacation - starting at 80 hours annually for employees in their first year of service.
Paid Sick Days - Ten (10) per year with a conversion option for unused time.
Ten (10) Paid Holidays per year
Gym Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Short-Term and Long Term Disability
Company Paid Life Insurance
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
Employee Assistance Program
Parental Leave
Tuition Assistance
Networking Opportunities
Leadership Development Opportunities
Paid Parking
Service Awards
Hybrid work arrangements
Business casual environment

Company

GreatAmerica

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GreatAmerica is the largest, family-owned national commercial equipment finance company in the United States.

Funding

Current Stage
Late Stage
Total Funding
$655.26M
2024-02-05Debt Financing· $655.26M
2004-01-01Private Equity

Leadership Team

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Martin Golobic
Co-Chief Executive Officer
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Matthew Mueller
Executive Vice President & Chief Operating Officer
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Company data provided by crunchbase