About Our Client

Our client is a premier provider of turn-key warehouse solutions for elite customers and top companies. For nearly a century, this global heavy equipment provider has been an industry leader with a proven track record of success.

The Opportunity

This is a temporary, full-time Sales and Lending Administrator position in Dallas, Texas to cover a maternity leave. The person will be responsible for assisting the sales team by providing finance solutions for customers and acting as a vital link between the sales team, customers, and banking partners. This role requires a prompt start within the next week to ten days and is expected to last until the returning employee comes back in late January.

What You Will Do

• Assist in providing finance solutions for customers.
• Work with the sales team to take requests.
• Fulfill requests by working with their banking partners and internal tools.
• Engage in the back and forth process of trying to secure lending for deals.
• Work directly with lenders/bankers once a receipt of sale is received to make the deal happen.
• Be highly responsive via phone and email.
• Organize and review necessary paperwork and documents related to sales and financing.
• Prioritize tasks, especially at the end of the month, focusing on immediate cash-generating activities.

Who You Are

• Reliable and Responsive in all communications.
• Proficient in Excel.
• Possess previous customer interaction or customer service experience.
• Have experience in sales support, sales admin, or inside sales.
• Able to juggle multiple projects and multiple deadlines.
• A decent communicator.
• Willing to work a hybrid schedule in the DFW corporate office (WFH Monday and Friday).
• Able to work the 8 AM - 5 PM shift.

The Ideal Candidate is a reliable and responsive professional who is comfortable operating as a liaison between the sales team, customers, and lenders to close financing deals. They should have a background that includes direct customer interaction, such as sales support or a loan officer/coordinator role. Experience with commercial lending would be a significant advantage. This person is not a heavy FP&A or spreadsheet-driven Financial Analyst but rather process-oriented, a strong communicator, and skilled at prioritizing immediate, high-impact work

Why Join the Team?

This is an excellent opportunity to quickly join a professional Commercial Finance team within a larger Industrial Solutions organization. You will gain valuable experience in the customer financing realm and directly contribute to the company's success by enabling sales. While this is a temporary assignment, the organization is open to future possibilities for strong performers in other areas of the company, depending on organizational needs.

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About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.