Job descriptionAre you ready to join a dynamic team where results, recognition, and rewards drive our culture? Look no further than Uplend Inc., one of Canada's fastest-growing independent commercial equipment finance companies.
At Uplend, we're on a mission to be our customer’s first choice by providing seamless equipment financing solutions. Guided by our core principles, we empower our partners to achieve their business goals, every step of the way.
We are committed to fostering a diverse and inclusive workplace, where every team member has the opportunity to thrive.
Job Responsibilities:
As the Sales Administration Manager at Uplend, you'll play a pivotal role in our success. This role provides comprehensive support to the sales team. Here's what you'll be doing:
Sales Support
- Assist the sales team through the full deal cycle from start to finish including managing client accounts and updating customer information and deal status in Salesforce.
- Process and resolve customer service inquiries including but not limited to plating packages, buyouts, updating banking information.
- Coordinate with the sales team to ensure timely follow-up on doc signing, insurance, void cheques, etc.
- Generate reports and analyze data to identify trends and opportunities for process improvement.
Auditing
- Conduct regular audits of sales transactions, contracts, and documentation to ensure compliance with lender partner policies and procedures.
- Review invoices, insurance, payment schedules and contracts for accuracy and completeness.
- Identify discrepancies or errors in sales data/ information and working with relevant teams to resolve issues.
- Maintaining audit documentation and records in accordance with company and regulatory requirements.
- Provide recommendations for process improvements based on audit findings to enhance efficiency and accuracy.
Documentation
- Prepare client documentation request packages for various lender partners
- Ensure that all lease/ loan documentation is accurate, and compliant with company standards and regulations.
- Manage the organization and storage of sales documents, both physical and digital, for easy retrieval and reference.
- Assist with the preparation and submission of sales contracts, proposals, and other legal documents.
- Collaborate with the sales team, internal credit department and lender partners doc teams to ensure that lease and loan documentation is correct and that all funding conditions are met prior to funding packages being submitted.
Funding
- Facilitate the funding process for sales transactions, including coordinating with finance, accounting, and banking partners.
- Verify the completeness and accuracy of funding packages including but not limited to; lease/ loan agreements, Banking Information, Confirmation of Insurance, Fee Invoices, Bill of Sale, Down payment (if applicable) and or any deal specific credit conditions that must be met prior to funding.
- Track funding requests and activities, ensuring timely processing and disbursement of funds.
- Communicate with internal stakeholders and external partners to address funding-related inquiries and issues.
- Complete any post funding related tasks to ensure Uplend's Fee’s are paid and collected from lender partners
Qualifications, Knowledge, And Experience:
To excel in this role, you'll need:
- 3-5 years of relevant experience in equipment financing, banking or related industry.
- Integrity, professionalism, and a results-oriented mindset.
- Strong communication, interpersonal, and problem-solving skills.
- Ability to work independently and under pressure, meeting tight deadlines.
- Post-secondary diploma or bachelor’s degree considered an asset.
What We Offer:
Joining Uplend means:
- Bonus pay on successful funding applications
- Supportive leaders who are invested in your growth.
- Opportunities for advancement and increasing responsibilities.
- The chance to make a real impact and leave a lasting legacy.
- Flexible work options, including office, hybrid, or remote work arrangements.
- Comprehensive medical and dental benefits.
If you're ready to embark on an exciting journey with Uplend, where your skills and contributions are valued, we want to hear from you!
Apply now to become a part of our high-performing team. Together, let's redefine the future of commercial equipment financing.
Job Type: Full-time
Benefits:
- Dental care
- Extended health care
- Work from home
Schedule:
- Day shift: 8:30 AM - 5:00 PM
- Monday to Friday
Supplemental pay types:
