Transwest Inc

Description:
The Deal Desk Coordinator plays a critical role in supporting sales execution and ensuring accurate, timely deal processing across multiple regions. This position partners closely with Business Development Managers (BDMs) and the Credit team to facilitate the initial deal submission process, including coordinating revisions and gathering required information to support credit decisions.
Following credit approval, this role assumes primary responsibility for documentation and funding preparation, ensuring all agreements, stipulations and required materials are complete, accurate and compliant. The Coordinator also serves as a key point of contact for internal stakeholders and external partners, including dealers, vendors, brokers and customers, to ensure seamless communication and efficient deal progression.
This role is integral to maintaining deal quality, improving turnaround times and supporting overall revenue growth across the organization
WE OFFER A FULL BENEFITS PACKAGE FOR ELIGIBLE EMPLOYEES INCLUDING:
<ul>
<li>Medical, Dental, and Vision Insurance</li>
<li>Life (Voluntary and Employer Paid) and Disability Insurance</li>
<li>401(K) with company match beginning with your first contribution.</li>
<li>HSA and/or FSA, as applicable</li>
<li>Paid Time Off, Sick Time, and Company Paid Holidays</li>
<li>Employee Car Discount Program</li>
</ul>
ESSENTIAL DUTIES &amp; RESPONSIBILITIES:
Deal Intake, Credit Coordination &amp; Deal Flow
<ul>
<li>Facilitate the initial deal submission process across multiple sales regions in partnership with Business Development Managers (BDMs) and the Credit team</li>
<li>Review and submit deal packages, ensuring completeness, accuracy and alignment with internal requirements</li>
<li>Coordinate with BDMs and Credit on revisions, additional information requests and deal structuring updates</li>
<li>Act as a liaison between Sales and Credit to ensure clear communication and timely progression of deals</li>
</ul>
Documentation &amp; Funding Preparation (Primary Ownership)
<ul>
<li>Own the documentation process from credit approval through funding preparation</li>
<li>Draft, review and modify customer loan and lease agreements with a high degree of accuracy and compliance</li>
<li>Manage document execution, including e-signature and online notarization processes</li>
<li>Assemble and validate complete funding packages, ensuring all stipulations are satisfied prior to funding</li>
<li>Coordinate with Operations and Funding teams to resolve outstanding items and move transactions toward completion</li>
</ul>
Stakeholder Communication &amp; Coordination
<ul>
<li>Serve as a primary point of contact for dealers, vendors, brokers and customers regarding credit submissions, documentation and funding requirements</li>
<li>Provide timely updates to BDMs and internal stakeholders on deal status and outstanding items</li>
<li>Respond to inquiries and resolve issues in a professional, proactive and customer-focused manner</li>
</ul>
Systems, Process Improvement &amp; Operational Support
<ul>
<li>Maintain CRM systems and ensure accurate tracking of deal progress and customer data</li>
<li>Manage multiple transactions simultaneously while identifying opportunities to improve efficiency and reduce turnaround times</li>
<li>Support regional sales operations and contribute to process standardization and best practices</li>
<li>Perform additional duties as assigned</li>
</ul>
Requirements:
WORK ENVIRONMENT &amp; PHYSICAL ABILITIES:
<ul>
<li>Requires frequent sitting, standing, balancing, bending or stooping for prolonged periods of time.</li>
<li>Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator and other office equipment.</li>
<li>Ability to communicate by providing verbal feedback in a professional manner.</li>
<li>Ability to receive and analyze data and input into the computer.</li>
<li>Normal range of hearing and vision.</li>
</ul>
REQUIRED EDUCATION, EXPERIENCE, KNOWLEDGE &amp; SKILLS:
<ul>
<li>High School Diploma or GED required (Associate’s or Bachelor’s degree preferred)</li>
<li>Valid Driver’s License with acceptable driving record</li>
<li>Strong attention to detail and commitment to accuracy in documentation and data entry</li>
<li>Excellent organizational and time management skills with the ability to manage multiple priorities</li>
<li>Effective communication skills with the ability to interact professionally with internal teams and external partners</li>
<li>Ability to manage customer challenges and problem-solve effectively</li>
<li>Proficiency with CRM systems and standard business software (e.g., Microsoft Office Suite, Adobe, DocuSign and Salesforce)</li>
<li>Experience in sales support, contract processing, financing/lease documentation or similar roles preferred</li>
<li>Ability to work in a fast-paced, deadline-driven environment with a high degree of accountability</li>
<li>Ability to successfully complete pre-employment assessments, background check and drug screening</li>
</ul>
JOB DETAILS:
<ul>
<li>Type: Hourly + Incentive</li>
<li>On Target Earnings: $75,000 - $110,000</li>
<li>Shift: M-F, 8:00 AM - 5:00 PM</li>
<li>Closing Date: When Filled</li>
</ul>
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Deal Desk Coordinator

Deal Desk Coordinator

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