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Credit Approval Coordinator

Metro Sales

  • Burnsville, Minnesota
  • 30 days ago

    Highlights

    The key areas of focus will obtain credit approval for prospective customers, process third party lease equipment orders, troubleshoot issues during lease for current portfolio, and assist with quoting and closing expiring leases. The ideal candidate will communicate effectively with third party lease partners and sales reps on order problems/statuses and enforce leasing policies and guidelines.

    Numbers & Facts

    LocationBurnsville, Minnesota
    Websitehttps://www.metrosales.com/msi-careers

    Description

    Founded in 1969, Metro Sales Inc. built its name selling office supplies and equipment within the Twin Cities market. We have grown to become one of the largest office technology and solutions providers in the Midwest. Today, MSI Metro Sales Inc., a 100% Employee-Owned Company, is an industry leading hardware, software, and managed services provider.

    MSI Metro Sales Inc. is seeking an Employee-Owner, Credit Approval Coordinator (Lease Equipment), in our Burnsville, MN Headquarters. Please note internal title is Equipment Finance Coordinator.The key areas of focus will obtain credit approval for prospective customers, process third party lease equipment orders, troubleshoot issues during lease for current portfolio, and assist with quoting and closing expiring leases. The ideal candidate will communicate effectively with third party lease partners and sales reps on order problems/statuses and enforce leasing policies and guidelines.

    Key Areas of Responsibilities: 
    • Obtain credit approval for new and current customers
    • Quote lease payoffs
    • Approve internal and external leasing deals and send appropriate follow-up
    • Send all required paperwork to leasing companies
    • Ensure Third Party Leasing (TPL) funding
    • Follow-up on outstanding issues with TPL
    • Communicate and assist sales with order problems/status
    • Review third party lease portfolios for terminated leases
    • Answer and respond to email or telephone inquiries with internal or external customers re: rates, procedures, or billing inquiries
     
    Ideal Candidate:
    • Bachelor’s degree in finance or accounting
    • Thrives in a fast paced, multi-tasking environment while careful with detail and thorough in completing tasks
    • Skilled in identifying and resolve internal and external customer problems 
    • Strong interpersonal, communication & verbal skills
    • Adept in analyzing data and process information accordingly with attention to detail
    • Confidence in choosing the right mathematical methods or formulas to solve a problem
    • Able to concentrate on a task over a period of time without being distracted
    • Organized and self-directed in daily activities and is a team player
    • Ability to accept criticism and deal calmly and effectively with high demand situations
    • Excellent use of Microsoft Office Software including e-mail, word processing and spreadsheets

    Minimum Requirements:
    • HS diploma, GED or equivalent 
    • 1+ years of office administration or industry experience
    • 3+ years of experience with Microsoft Office Products
    • Local candidates
    • Applicants must be authorized to work for ANY employer in the U.S without requiring sponsorship now or in the future.

    What We Offer:
    • Medical, Dental and Vision Insurance
    • Short- and long-term disability program
    • Life Insurance
    • Educational Development Benefits
    • Employee Stock Ownership Plan (ESOP) + Gainshare
    • 401K+ Match
    • PTO
    • Paid Volunteer Days! Opportunities for community involvement with your peers.

    MSI Metro Sales Inc. Vision:
    Our Employee-Owners drive the success of the company. We strive to create an environment that offers challenging, stimulating and financially rewarding opportunities. Join us where you can learn and grow to your full potential.

    MSI Metro Sales Inc. is an Equal Opportunity Employer. We will provide equal opportunity regardless of race, religion, color, national origin, sex, age, marital status, disability, familial status, sexual orientation, gender identity, status with regard to public assistance or any other protected by applicable federal, state, or local law.

    For additional roles visit us at: https://www.metrosales.com/msi-careers/
    ​

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