Floorplan Portfolio Specialist - Remote

Overview

The Floorplan Portfolio Specialist at First Business Bank plays a crucial role in supporting sales, servicing, and the credit team for managing the client portfolio, focusing on organization, detail, and proactive communication.

In Short

• Support sales, servicing, and credit teams.
• Manage client onboarding and processing.
• Conduct initial research and create accounts in Salesforce.
• Coordinate loan documentation and ensure quality control.
• Generate various reports and progress updates.
• Communicate effectively with clients and internal teams.
• Work onsite with remote flexibility one day a week.
• Utilize tools like Salesforce and DocuSign.
• Maintain multitasking and organizational skills.
• 2+ years of relevant experience preferred.

Requirements

• 2+ years experience in office and sales support.
• Preferred experience in Floorplan financing.
• Strong communication skills, both written and oral.
• Ability to meet predetermined deadlines.
• Intermediate multitasking skills.

Benefits

• Comprehensive total rewards package.
• Focus on community improvement.
• Supportive team environment.
• Commitment to valuing diversity.
• Opportunities for professional growth.