Sales Assistant

Posted 2 Days Ago
Be an Early Applicant
Hauppauge, NY, USA
In-Office
65K-75K Annually
Entry level
Financial Services
The Role
The Sales Assistant will support the processing team by communicating with lenders and clients, reviewing loan documents, and managing time-sensitive information while maintaining accuracy.
Summary Generated by Built In

National Business Capital is a direct business lender providing flexible financing solutions to established companies across the United States. For 18 years, we have helped growing businesses access the capital they need to scale, navigate operational challenges, and pursue new opportunities. During that time, we have deployed more than $3 billion in financing to U.S. businesses and we’ve been ranked as a Top Workplace on Long Island for the seventh continuous year.

We are looking to add a Sales Assistant to our Processing team. Sales Assistants at National are a key component of our team's success, handling heavy communications between both our lenders and our clients by Email and phone. Maintaining a high level of accuracy in entering information while being able to multitask is key as we are a goal oriented company that thrives in a very fast paced environment. Ideal candidates are quick learning, motivated individuals that excel in problem solving and work well under pressure.

Responsibilities of the Sales Assistant include:

  • Speaking to lenders in regards to the loan process
  • Communicating and reaching out to clients 
  • Reviewing the accuracy of loan documents
  • Self sufficient in building and reviewing a list of focus items for each day
  • Reviewing applications, bank statements and other financial data
  • Handling time sensitive and detailed information for our fast-paced sales team
  • Maintaining a high level of accuracy in preparing and entering information
  • Providing support wherever necessary to our sales team

Knowledge & Qualifications:

  • Strong communication skills, experience in dealing with clients/vendors is a plus
  • Proficient computer skills with the ability to navigate different platforms including but not limited to Gmail, Adobe, Excel, Word, Salesforce etc.
  • Ability to work collaboratively and have an “all hands-on deck” mentality 
  • Excellent time management skills- understands time sensitive information and can operate with a sense of urgency
  • Ability to work independently and in a team environment
  • Self-motivated, detail-oriented and excellent follow up skills are required
  • Work “Athlete”- someone who is coach-able, innovative, focused, and adaptable
  • Resourceful, able to prioritize, and problem solve
  • Financial and Mortgage industry experience a plus
  • Strong multitasking abilities 

Compensation: $65-75k annually + bonus potential 


Skills Required

  • Strong communication skills, experience in dealing with clients/vendors is a plus
  • Proficient computer skills including Gmail, Adobe, Excel, Word, Salesforce
  • Ability to work collaboratively and independently
  • Excellent time management skills
  • Self-motivated, detail-oriented, and excellent follow up skills
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The Company
HQ: Hauppauge, NY
118 Employees
Year Founded: 2007

What We Do

National Business Capital helps entrepreneurs secure quick and fair financing to save time and cultivate sustainable growth. We understand entrepreneurs because we were built by an entrepreneur. Our empathetic approach and company identity are based on the experiences and character of founder Joe Camberato. Joe started National Business Capital after realizing how challenging it is for business owners to access the funding they need to grow. With a strong vision, determination, and passionate leadership, he grew our firm from a small operation in his spare bedroom to one of the top workplaces on Long Island – all without one dollar of private equity. Our stress-free online platform is designed for simplicity and speed, helping business owners go from application to approval in a matter of hours. And while we remain a leader in the Fintech industry, our clients agree it’s our personalized service and award-winning team that sets us apart. From SBA loans to lines of credit, to equipment financing, and more, business owners can access all the different financing programs available to them in one place. Through our streamlined process, we have helped clients secure over $2 billion in financing since 2007, and, more importantly, we’ve helped entrepreneurs save a tremendous amount of time and grow faster. Work with us today so you can get back to what matters most – your business. Oh, and by the way, we donate 10 meals to Feeding America for every deal we fund! Why choose National Business Capital? A+ by the Better Business Bureau 5 out of 5 stars on Trustpilot 4.9 out of 5 stars on Google 4.5 out of 5 stars on Consumer Affairs

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