Sales Coordinator II

Job description

SWBC is seeking a talented individual to develop, coordinate, and process key sales documents for the products of the Financial Institution division in order to gain new clients and cross-sell to existing clients in an effective and efficient manner. Essential duties include the following: - Constructs and distributes key sales documents, such as proposals and contracts to include coordination and communication with Legal, product owners and the underwriting team to ensure all required discovery information is submitted, the quotes processed meet given deadlines, and contracts reflect the program accurately. - Processes sales documents, such as executed agreements, agreement revisions, cancellation notices, etc. through coordination and communication with Legal, product owners, corporate departments, and third-party vendors and stakeholders. - Documents key data in our Customer Relationship Management system to ensure client data quality standards. - Coordinates the development, communication, meetings, timelines, and deliverables of formal RFP’s and sales presentations by working with product owners, the senior leadership team, subject matter experts, corporate departments, and st...