Sales Coordinator FINMAL FINANCIAL SERVICES LLC

Sales Support & Coordination Coordinate with the sales team to collect, verify, and compile client documentation for financial products (loans, credit cards, etc.). Track and monitor the status of applications submitted to banks and ensure timely updates to both internal teams and clients. Maintain accurate records of sales leads, applications, and approvals in the CRM system.

Banking Process Management Liaise directly with banking partners to submit applications, resolve queries, and expedite approvals. Understand the documentation and compliance requirements of each banking partner and ensure adherence. Ensure all forms and client documents are correctly filled, signed, and submitted per bank guidelines.

Client Coordination Serve as a point of contact for clients regarding the status of their applications. Handle basic client queries related to the process and escalate complex issues to appropriate internal teams. Ensure a high level of professionalism and service quality in all client interactions.

Documentation & Compliance Maintain up-to-date records of all client documents and transaction histories in compliance with internal policies and regulatory standards. Assist in audits and reporting by providing necessary documentation and status reports.

Reporting & Communication Prepare daily/weekly MIS reports on leads, submissions, approvals, and rejections. Communicate regularly with internal stakeholders (sales, operations, compliance) to ensure smooth case handling. Highlight delays or issues proactively and assist in resolution.