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The Senior Finance Specialist is responsible for developing and maintaining dealer relationships to generate lease and loan volume. This role involves managing calls, utilizing various systems, and understanding contract documentation and company policies.
Candidates should possess strong communication skills and the ability to work in a team environment. A bachelor's degree and significant experience in business-to-business sales and the industry are required.
Job Summary: Responsible for developing new and maintaining existing dealer relationships to generate lease/loan volume and profit. Ability to manage outbound/inbound calls, utilize contact management, application/credit and online portal/marketing systems. Understand Contract Documentation, Pricing, Credit and company policies and procedures. Reports To: Branch Sales Manager Job Responsibilities: * Make outbound lead and follow up calls to potential and existing dealers/end users * Handle inbound sales lead calls * Build and maintain dealer relationships * Overcome technical and business objections of prospective customers * Participate in trainings to develop global understanding of process * Maintain and develop relationships with key staff and management * Achieve monthly/quarterly sales quotas and activity requirements * Maintain account development sales funnel using contact management system * Generate sales quotes and set pricing for dealers and transactions * Enter credit applications and review decisions with the understanding of company policy * Create and deliver finance documents * Train dealers on all web technologies offered by Navitas Job Requirements: * Strong communication skills. * Ability to work in a team environment. * Identify and resolve problems in a timely manner * Gather and analyze information skillfully * Ability to assess own strengths and weaknesses * Pursue training and development opportunities Sr. Finance Specialist Qualifications (and/or): * 4 Year College Degree * 5+ Years Business to Business sales experience * 3+ Years Industry experience * 1+ Years Navitas sales experience * Strong knowledge in Equipment Finance Pricing and Documentation * Currently Meets/Exceeds Navitas Production Metrics
This job posting was last updated on 9/27/2025