Sales Operations Specialist | Documentation and Funding

Sales Operations Specialist | Documentation and Funding

Opportunity: Contract-to-Hire

Location: Greensboro, NC – 100% onsite

Schedule: Mon-Fri 8am-5pm

Pay: $20.50/hr

About the Role: CRG is seeking a Sales Operations Specialist for a large financial services client in western Greensboro. In this role, you will review a high volume of closing document packages for accuracy before funding and follow up with customers to retrieve additional documentation and/or details. If you have a strong attention to detail, fluency with automotive, loan, or other similar contract language and requirements, and a desire to learn and grow, this could be a great match for you!

About the Company: Our long-standing financial services client that is associated with one of the largest automobile and equipment manufacturers in the world, has been steadily growing for almost 100 years. With over 100,000 employees in 19 countries, this $48B+ company has a worldwide reputation for being an excellent company to work for. Having supported various teams with long-tenured employees, the organization has a history of low turnover, offering an impressive benefits package, great work-life balance, and promotional opportunities to grow with a multinational leader.

Responsibilities:

• Review and audit high-volume closing-document packages to verify accurate preparation, correct execution, and completeness before funding.
• Confirm that all required supporting documentation, including insurance, title work, and other transaction-specific items, is accurate and sufficient.
• Track outstanding items and proactively follow up with dealers, customers, and insurance companies to resolve missing information and prepare packages for timely funding.
• Communicate with district finance managers, legal counsel, commercial field teams, and inside sales teams to resolve documentation questions and support commercial targets.
• Provide professional, responsive service to internal and external customers, primarily through email and by phone as needed, while helping them understand documentation requirements and resolve transaction-related concerns.
• Proactively manage reporting, communications, and exceptions, using sound judgment to research issues and identify practical solutions.
• Assist with contract and asset management tasks involving insurance, titles, Uniform Commercial Code (UCC) documentation, and contract file maintenance.
• Prioritize multiple transactions while maintaining accuracy in a fast-paced environment, particularly during month-end, quarter-end, and year-end volume increases.
• Collaborate with cross-functional teams to understand related processes and improve the overall customer experience.
• Identify opportunities to improve workflows, documentation quality, and service, and contribute to implementing process improvements.

Qualifications:

• Strong attention to detail, with the ability to identify minor errors or missing information while reviewing a high volume of documentation.
• Strong organizational and prioritization skills, with the ability to manage multiple tasks and meet close deadlines.
• Professional written, verbal, and interpersonal communication skills, including the ability to represent the organization effectively with customers and business partners.
• Ability to adapt communication styles and work effectively with different personalities.
• Experience addressing customer issues through proactive problem-solving, research, and analysis, with a focus on mutually beneficial solutions.
• Sound business judgment, integrity, adaptability, and a commitment to quality and customer service.
• Ability to work independently and collaboratively within a cross-functional team.

Preferred Qualifications:

• Experience with documentation review, transaction processing, or closing and funding packages.
• Experience in financial services, banking, lending, dealership finance, or an equipment finance and leasing company, particularly one affiliated with a manufacturer.
• Familiarity with automotive, loan, equipment finance, leasing, or other legal and transaction documents.
• Experience with insurance verification, title documentation, UCC documentation, or contract file management.
• Knowledge of credit, accounting, or pricing.
• Bachelor's degree in business or a related field; a degree is not required.

CRG Benefits:

CRG Contractors who work 30+ hours per week are eligible to elect benefits through CRG after 90 days of employment.

Voluntary Benefits Options:

• Medical / Health Insurance (Multiple Plan Options)
• HSA and FSA Options (CRG will match $500 of your HSA contributions!)
• Vision and Dental Insurance
• Virtual Visits for Urgent Care, Psychiatry, and Therapy
• Voluntary Life and AD&D Insurance
• Voluntary Short & Long-Term Disability Insurance
• Accident, Hospital, & Critical Illness Insurance
• 401K with up to a 4% match. Enrollment & contributions can begin on the first day of the quarter following 90 days of employment.

Category Code: JN002, JN041

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SeniorityLevel: Associate