Sales Support Rep (Account Management/Loan Processing) (Equipment Finance/Long Beach). “A” Players Only!
Matrix Business Capital –Sales Support Rep (Account Management/Loan Processing). $70,000.00 to $100,000.00 plus! (Base Salary + Bonuses & Commissions)
IMPORTANT NOTE: You MUST be an “A” Player and a Dynamic person with a proven track record for success and you MUST be able prove it, If you are not an “A” player as described do not apply. We are only hiring “A” Players with a dynamic personality and tremendous people skills. You also MUST have a bachelor’s degree from a reputable 4 year college (NO EXCEPTIONS). We are looking for people who are honest and transparent, our process is very thorough, and we do verify the information we are provided on the resume and throughout the process.
What we do: We provide equipment financing and operating capital for small to medium sized businesses nationwide in all 50 states. We help vendors to sell more equipment by providing financing solutions for their business customers. We enjoy helping all types of credit customers get approved and we have a strong system in place for building, developing, and maintaining long term vendor and client relationships. We are great at thinking outside the box to get even the most difficult transactions funded.
Who we are looking for: We are looking for a “A” player to join our team and help us get to the next level. We are having a record setting year and are ready to add an outstanding person to help us with processing the loans we are funding and to also help us stay connected with our clients and our vendors. You must be a polished professional who is detail oriented and punctual. You must be a dynamic person with strong worth ethic, an outstanding person, a champion, someone who is always in the top 10% of everything you do, who strives to be the best you can be, and who is constantly looking for a way to learn, grow, and improve as a person. We are looking to add an outstanding person to help provide leverage to our existing team and keep up with our sales growth by providing excellent service to the people we serve. If you have ever been part of a winning team or competed in division one college sports that is a plus.
Responsibilities: There are 3 elements to this position. 1) supporting sales. 2) managing existing customer relationships. 3) processing loans. The days will be exciting and ever changing. You will be held accountable to do all three responsibilities at the highest level.
– Sales Support – This consists of prepping loan proposals for sales, prepping needs lists for loans to be sent to customers, ordering invoices from equipment vendors, following up with customers and vendors to complete loan contingencies, quality control calls after the transactions fund to confirm the customer’s experience was outstanding and gain feedback on how we can improve the customer’s experience in the future, updating credit files, customer service calls with existing customers on recently funded loans.
– Account Management Existing Customers – This consists of following up with customers and vendors, updating customer contact information in the database, noting any upcoming finance projects, and updating credit files when new finance projects arise. This is done by a combination of calls, text messages, emails, and leaving voicemails to existing clients who have already financed equipment with us in the past or vendors who sell equipment and are referring us new customers on a regular basis. These are warm follow up calls with clients and vendors who have requested we follow up and check in with them on a regular basis.
– Loan Processing – This consists of creating final loan documents, pulling credit reports, sending DocuSign agreements to customers, following up on loan contingencies to fund equipment and operating capital loans, preparing credit submissions to banks to establish credit approvals.
Skills Required: Must have strong people skills. Must be dynamic, positive, enthusiastic, and energetic. Must be good at talking on the phones and making calls to existing clients and vendors. Must possess the ability to leave positive upbeat voicemails, texts, and emails to customers in a polished and professional manner. Must have exceptional customer service abilities. Must be able to wear many different hats and be part of a fast pace ever changing environment.
Other Requirements: We require a 4-year college degree (NO EXCEPTIONS). Office hours 7:00 a.m. to 4:00 p.m. Monday-Friday. We do business with the east coast so earlier start times are available upon request (We have people starting between 5am and 7am, each person chooses a schedule that best suits their personal needs and lifestyle as well as what is best suited to accomplish your goals, responsibilities, and commitments in both business and your personal life). Must be consistent and punctual. Must be able to come into our office in downtown Long Beach each business day (No Exceptions), this is not a remote position. It is also important to have good personal credit of 650 and above.
Compensation: First year income expected is $70,000.00 to $90,000.00, second year income expected is $80,000.00 to $100,000.00 plus, third year income is expected to exceed $100,000.00 plus. This includes a base salary of between $60,000.00 to $80,000.00 depending on experience and an aggressive monthly performance bonus that takes effect after an initial 6-month training period. If you have never processed loans before, if you have never done equipment financing, and if you have never been on our team, there will be a learning curve. You will have training goals and objectives as well as specific milestones to achieve each quarter in the training process and you will be held accountable for achieving those goals and objectives. If you have strong work ethic and a burning desire to succeed it is possible to be on a six-figure run rate once the bonus plan kicks in after just 6 months of being on the team. We offer full benefits medical, dental, vision, unlimited vacation, 5 paid sick days, and a matching IRA (investment retirement account). There is a tremendous opportunity for you if you are the right person to take your career and income to the next level. You must be prepared for an industry change if you have not already been financing equipment. There will be a two-year learning curve. This will be a 12-to-24-month journey to six figures. This is a huge opportunity for the right person to learn this industry and grow as a person. This is a long-term career opportunity in the equipment finance industry with plenty of room for growth both personally and professionally.
About us: Our environment is professional, fun, and extremely fast paced. We are in a beautiful office location in downtown Long Beach surrounded by palm trees. We have been in business since 2006 and have over 20 years of experience in the equipment finance industry and we are on pace to have our best year ever! We feel the best part about Matrix is the team of people you will be working with. Our team is dynamic, and we have a team oriented and family like atmosphere where everyone gets along and loves what we do and enjoys coming to the office and working together. We are coming off our best 2 years ever in the company’s 17-year history. We are constantly evaluating our processes and improving things to become more efficient and offer better service to our customers and get to the next level! You will be on a winning team, with outstanding people, and we have lots of fun helping businesspeople get equipment financed for their businesses and helping vendors to sell more equipment.
Our Culture– We put lots of value on health and fitness and everyone has a regular fitness routine. Customer service is our number one priority. We set monthly goals, and everyone is focused on achieving those goals. We have a high level of accountability. Our mission is to create freedom for the members of our team and make a difference for the people we serve. Our vision is being the greatest equipment finance company ever! We do fun team events about every 6 months; the team chooses the event, and we spend a little time away from the office together a couple times a year and have fun. We have a special forces mentality of work hard and play harder. We focus on servicing our clients and the team when at the office and then don’t think about it when we leave in the evenings and on weekends. You want to think of us like the Navy Seals or Spartans. Many people join the military but only a few are interested or prepared to become a seal. This environment is not for everyone. You will focus more and work harder than in most places and also receive greater rewards. You want to think Michael Jordan and the Chicago Bulls or Tom Bredy and the New England Patriots. We consider it fun to accomplish a new milestone of funding a higher number than ever before, and or achieving our monthly sales goals, developing a great new vendor relationship, helping customers that no one else could help, receiving a five-star review from a customer, or solving a huge business problem, or streamlining a system. Our objective is greatness and being the greatest equipment finance company ever. We must only hire outstanding people to accomplish our vision and objectives. You should have a proven track record of exceeding the expectations of your peers, solving problems, and sharing new ideas with past teams. If you have ever been in an office with 100 salespeople and 5 to 10 of them are producing most of the volume. We want to build our team based on just those 5 to 10 people at the top. We are always striving to accomplish more with less. Work smarter rather than harder. We admire division one athletes because of the work, dedication, coachability, and teamwork it requires to compete at that level. We also admire people that have been involved with a winning team in business or sports, or that have migrated here from other countries and learned the language, educated themselves, and created a better life for themselves. We want to add people to the team that will bring something to the table and take us up a notch, that will inspire us and make a difference. Iron sharpens iron and we all motivate and inspire each other. Everyone on the current team contributes to the success of the organization at a very high level! If you like challenges and want to get to the next level or if you look around your current environment and feel like not everyone is pulling their weight, and you want to surround yourself with champions you have come to the right place. We are looking for people that have a proven track record of greatness, accomplishing goals, being on winning teams, success, and winning both in their professional and personal lives!
How to Apply– If you feel you would be a good fit for our culture and are interested in being a part of a winning team, learning and growing both personally and professionally, and earning a 6-figure income, please send a resume and cover letter. Let us know why you would be the best person for this position and out team.
Important Note on Applying for this Position– We will review the resumes and cover letters and identify qualified candidates. You must have a good and well written cover letter that explains why you would be a good fit for our team. No generic cover letters excepted. You must have a 4-year college degree and there are no exceptions on this, and we do verify degrees. Once we have a qualified resume and cover letter, we will contact you to schedule a phone interview. We typically contact all qualified candidates with in 3 to 5 business days.
If interested, email your resume with cover letter to: Careers@matrixbusinesscapital.com
Please explain why you would be the best person for this position and our team.