Banking Sales Administrator

Remote | Full-Time

Summary

Benetrends Financial is seeking an outgoing, organized, and detail-driven Banking Sales Administrator to support the administrative and operational components of our financing sales process. This role directly impacts client satisfaction and requires efficiency, adaptability, consistency, and strong judgment. You will be a key contributor to our commitment to teamwork, reliability, and delivering exceptional service to entrepreneurs nationwide.

Duties & Responsibilities

• Input client contacts into HubSpot and create financing deals within the system.

• Send FileInvite access to clients and support document flow.

• Facilitate contract service duties using RightSignature, including issuing Master Services Agreements.

• Make initial outreach calls to schedule client appointments.

• Handle initial client calls (Call 1) based on the VP of Banking & Business Development’s schedule; assist with additional calls as needed.

• Send professional, timely follow-up emails to clients.

• Perform spreadsheet data entry and maintain accurate records.

• Produce general correspondence, reports, and presentations.

• Assist in processing and distributing marketing materials and brochures.

• Attend and participate in calls and meetings as requested.

• Relay internal and external messages promptly and accurately.

• Adhere to departmental quality control procedures.

• Support and reinforce best practices to ensure efficient, effective task completion for prospects, referral sources, clients, and colleagues.

• Uphold company standards, policies, confidentiality requirements, and expectations for clear and concise communication.

• Collaborate with colleagues to resolve client matters as they arise.

• Perform additional duties as assigned by Benetrends Financial upper management.

Working Conditions

• Fully remote work environment.

• Regular handling of personal and business financial information; confidentiality is mandatory.

• May require additional or flexible hours to meet deadlines.

• Occasional travel for meetings, networking events, seminars, or conferences.

Knowledge, Skills & Abilities

• Proficiency in Microsoft Office Suite.

• Excellent phone, email, and communication skills.

• Basic understanding of the franchise industry and its related regulations.

• Ability to learn new software platforms quickly.

• Experience reviewing and processing business contracts.

• Familiarity with financial documents such as tax returns, P&Ls, balance sheets, and credit reports.

Success Factors

• Strong verbal and written communication skills.

• Exceptional attention to detail and effective problem-solving skills.

• Ability to accurately proofread all completed work.

• Strong interpersonal skills and ability to work with diverse personalities.

• Ability to interpret complex financial data and handwritten notes.

• Capability to manage aggressive timelines with accuracy and efficiency.

• Ability to handle confidential matters with discretion.

• Strong customer-service orientation and a genuine desire to help others.

• Upbeat, positive personality with the ability to express empathy.

Perks & Benefits

• Medical, dental, and vision plans

• Company-paid long-term disability & life insurance

• 401(k) with company match

• Generous PTO and paid holidays

• Collaborative, mission-driven team culture

Why Benetrends?

At Benetrends, we empower entrepreneurs to pursue their dreams. For over 40 years, we’ve combined financial expertise with a genuine passion for helping small businesses succeed. When you join our team, you join a company that makes a meaningful impact every day—and does it together.

Ready to apply?
Submit your resume and take the next step in your career with a team that turns ambition into achievement.