Windsor Advantage, an affiliate of Capital Bank N.A., is the nation's leading lender service provider. The Enterprise Solutions Associate will support the Enterprise Solutions team by assisting with client onboarding, maintaining CRM data, and providing administrative support.
Responsibilities
- Assist with client onboarding, offboarding, and relationship management
- Update CRM data and maintain accurate records
- Provide support for reporting and dashboard creation
- Collaborate with team members on marketing and lender updates
- Assist with new Lender Service Provider solutions
- Maintain partner relationships by responding to inquiries, documenting actions
- Establish and maintain strong relationships with new clients and deepen with existing partners
- Assist Enterprise Solutions Associate II with coordinating onboarding process along timelines
- Proactive communication with partners to manage a positive transition for the customer from the initial engagement
- Identifying and communicating customer needs
- Help promote and maintain a positive company image
- Primary contact for customers and to handle any complaints, questions, or concerns professionally and effectively
- Adheres specifically to all Company policies and procedures, Federal and State regulations, and laws
- Completes online and other regulatory compliance training by the specified due dates
- Opens cases/tickets with vendors and suppliers as needed
- Performs other duties as required
Skills
- Bachelor's degree in a related field such as business administration, law, finance, accounting or related area or equivalent related work experience
- 1-2 years related experience in administration, finance or similar industry
- Experience managing multiple tasks while delivering highest levels of customer service with minimal supervision
- Excellent communication and public speaking skills
- Must have strong computer skills including Microsoft Office Suite
- Must be organized and detail-oriented
- Excellent verbal and written communications skills including a strong vocabulary, rules of composition and grammar
- Knowledge of the principles of providing a high level of customer service including the evaluation of customer satisfaction
- Experience in banking or financial setting
Benefits
- Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
- Company Contributions to your 401k - Regardless of your contribution
- Employee Recognition Program
- Commuter Benefits
- Employee Banking Discounts and much more!
- Generous Paid Time Off and Paid Holidays
Company Overview
Windsor Advantage provides banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform. It was founded in 2010, and is headquartered in Chicago, Illinois, USA, with a workforce of 11-50 employees. Its website is https://www.windsoradvantage.com.