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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 - $88,290.50
Individual 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.