Inside Sales Representative

Job Description

Newcap Leasing is an established equipment leasing company committed to offering best-in-class financing solutions to a broad spectrum of businesses across Canada from start-up businesses to established.

We are looking for an enthusiastic, energetic and driven sales representative to help manage an increase in demand for equipment financing in the GTA. In this role you will help manage existing customer relationships, assist in new application processes, and help facilitate incoming dealer applications. Candidates will require a high level of attention to detail, ability to work in a fast past and positive environment and have strong spoken and written English skills.

What you'll do:

Quotation preparation

• Receives lease applications and prepares quotes for customers.
• Ensures all necessary information is received to process loan/lease applications.

Transaction processing

• Confirms details of the request with the sales person and customers
• Accurately enter transaction details into the system
• Submits application to Credit
• Follows up with Sales/Rep or directly with the applicant for any additional details/questions received from Credit
• Contact customers to confirm details of their contract and review transaction pricing using the tools provided.

Transaction completion

• As required, works with the audit group to confirm how to properly document more complicated transactions
• Registers appropriate liens through appropriate Provincial collateral Registries to perfect security (to ensure enforceability of documents and a priority on equipment to minimize losses in the event of contract default.)
• Follow up for the return of documents, as required
• Reviews all transaction documentation to ensure it is properly executed and in compliance with credit authorization and pricing guidelines.
• Prepare Lease packages for Audit
• Scans and uploads all documentation into the Application system and submit it for Audit
• Works with Audit to deal with any issues or additional information which may be required

Administration

• Follow-ups with customers and sales agents on all non-material transaction deficiencies as identified by Audit
• Learn various lender programs, fee structures and special handling of specific accounts
• Prioritizes tasks for the workday and re-evaluates priorities as new tasks are required.

Knowledge, Skills and Experience:

• College degree or equivalent experience.
• Strong verbal and written English.
• Previous experience in finance considered an asset but not required.
• Strong written and oral communication skills.
• Developed computer software skills, including spreadsheets, word processing and presentation software.
• Strong communication, organization, and time management skills; ability to interact effectively with customers and all levels of staff.
• Must be able to handle multiple interruptions and adjustments to priorities throughout the day.
• Ability to exhibit a professional attitude and image with a commitment to quality service.
• A confident personality who truly enjoys working with people.
• Self-motivated and able to work in a dynamic, fast paced and demanding environment.
• Able to work both independently and collaboratively as part of a team