Pre-Sales Support Representative - College Graduates

Job Summary:

We are seeking a motivated and detail-oriented recent college graduate to join our team as a Pre-Sales Support Associate. This entry-level position offers a unique opportunity to gain hands-on experience in the financial services industry, specifically focusing on business loan processing and sales support.

Duties

• Assist in the processing of business loan applications and bank statements, ensuring all required documentation is complete and accurate.
• Collaborate with the sales team to support client interactions and maintain strong relationships with potential and existing clients.
• Conduct preliminary credit assessments and gather relevant financial information to support loan decisions.
• Maintain and update loan tracking systems and client databases.
• Prepare and review loan documentation for accuracy and compliance with company policies and regulations.
• Provide administrative support to the sales team, including scheduling meetings and preparing presentation materials.
• Respond to client inquiries regarding loan products, application status, and requirements.
• Participate in training sessions to enhance knowledge of loan products and financial services.
• Calling business owners and lender on status of files for approvals, declines, conditions, and follow up.

Requirements

Bachelor’s degree in Business Administration, Finance, Economics, or a related field.

Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills.

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

Ability to work collaboratively in a fast-paced environment.

Detail-oriented with strong organizational skills.

Bonus if you can type!

Experience with a CRM, a plus!

What We Offer:

• Comprehensive training and mentorship programs.
• Opportunities for career advancement within the company.
• A dynamic, fun, and supportive work environment.

Job Type: Full-time

Pay: $47,950.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

License/Certification:

• Driver's License (Preferred)

Ability to Commute:

• San Diego, CA 92121 (Required)

Ability to Relocate:

• San Diego, CA 92121: Relocate before starting work (Required)

Work Location: In person