Renewal Specialist / Administrative Assistant
Austin, Texas, United States
• I submitted and processed applications for funding – this includes submitting the applications, collecting/organizing documents, entering the file into Sales Force, taking it through all the opportunity phases, closing the file and then checking in with the files to make sure our clients are happy and supported.• Daily I made calls between funders and business owners – making sure the two sales agents I directly support have anything they need. • Supported Sales Associates in the Renewals department - admin assisstant for anything they needed created, organized or followed up.• It is a very fast-paced environment, I must monitor Slack, email, text, and SalesForce’s text platform. As well as entering offers as they come in and fielding questions from all parties.