Job Description
NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization.
NewLane Finance is seeking an Equipment Finance Sales Support Specialist to support our Broker Sales Managers by assisting with deal structuring, and managing early‑stage customer relationships. The associate works closely with our BSM, credit teams, and operations to help new and existing vendors obtain financing for essential equipment.
Our Values
- Integrity
- Passion
- Teamwork
- Commitment to Excellence
Essential Functions
- Assist BSM in managing equipment finance transactions
- Gather and review customer financial information and documentation to support credit submissions
- Communicate with customers throughout the sales and funding process to ensure a smooth experience
- Maintain accurate records of prospecting activity, deal status, and customer communications in CRM systems
- Deep understanding of key account finance programs at a level where the candidate can communicate with Brokers and their customers
- Knowledge of our subsidy percents for the subsidized deals
- Understanding of quote tools and ability to update formulas as rates/rate factors change
- Relationship development and communication with key accounts
- Clear and consistent communication with BDM
- Basic knowledge of our products and technology
- Ability to answer questions from Brokers accurately.
- Ability to de-escalate situations when they arise confidently and successfully.
- Deep understanding of company policies and workflow, example to whom do I send a purchase order, application entry, funding confirmation, etc.…
- Knowledge of business software- Salesforce, DocuSign, Power Point,
- Phone and written communication skills- for example, welcome calls, internal and external email and teams communications
General
- Strong communication skills with a confident phone presence
- High level of organization, attention to detail, and follow‑through
- Coachable mindset with a desire to learn financial products and sales techniques
- Competitive, goal‑oriented attitude with strong work ethic
- Proficiency in Microsoft Office (Excel, Outlook, Word); CRM experience a plus
Qualifications
- Interest in equipment finance, commercial lending, or B2B financial services
- Ability to build rapport quickly with business owners and decision makers
- Strong work ethic
- Professional phone, email, text communications
- Comfort working in a fast‑paced, performance‑driven environment
- Basic financial literacy (income statements, balance sheets) is a plus
Salary Range:
$53,744.00 - $88,290.50Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected].
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Skills Required
- Interest in equipment finance, commercial lending, or B2B financial services
- Ability to build rapport quickly with business owners and decision makers
- Strong work ethic
- Professional phone, email, and text communications
- Comfort working in a fast-paced, performance-driven environment
- Basic financial literacy (income statements, balance sheets)
- Proficiency in Microsoft Office (Excel, Outlook, Word)
- CRM experience
- Knowledge of Salesforce
- Knowledge of DocuSign
- Knowledge of PowerPoint
- Ability to de-escalate situations confidently and successfully
- Strong communication skills with a confident phone presence
- High level of organization, attention to detail, and follow-through
- Coachable mindset with desire to learn financial products and sales techniques
- Competitive, goal-oriented attitude
WSFS Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about WSFS Bank and has not been reviewed or approved by WSFS Bank.
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Retirement Support — A company 401(k) match is highlighted as part of the package. Feedback suggests this strengthens long-term savings support for many roles.
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Leave & Time Off Breadth — Paid time off and holidays are core components of the offering. Feedback suggests company-paid volunteer time adds additional flexibility for community engagement.
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Parental & Family Support — Paid parental leave is explicitly included. Feedback suggests candidates should confirm role-specific eligibility and duration.
WSFS Bank Insights
What We Do
WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of June 30, 2024, WSFS Financial Corporation had $20.7 billion in assets on its balance sheet and $84.9 billion in assets under management and administration. WSFS operates from 114 offices, 88 of which are banking offices, located in Pennsylvania (57), Delaware (39), New Jersey (14), Florida (2), Nevada (1) and Virginia (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. Member FDIC | Equal Housing Lender | NMLS #417673
