Sr. Sales Analyst
Current- Affect virtually all aspects of sales administration for the sales team
- Prepare detailed service comparisons and proposals for correspondent services, compose sales solicitation emails explaining products and services, prepare and send correspondent service contracts and setup forms to.
- Calculate the amount of capital required for new credit union members and prepare the documentation to sign credit unions up for capitalized membership
- Prepare and maintain various reports for the board of directors, executive management, and the sales team
- Devise and maintain service implementation procedures and checklists
- Often asked to research various databases for a variety of reasons as well as assist with special projects as needed