Financial Solutions Operations

About The Role

Provides support to the sales team assisting with quoting and all back-office processes associated with TD SYNNEX Capital's business. Performs customer engagements, quote follow up, pipeline management, and provides operational functions for financial solutions.

Responsibilities

• Supports TD SYNNEX Capital sales team
• Acts as a point of contact responsible for the back-office processes associated with financial solutions transactions
• May on occasion create quotations at the direction of a sales team member, or other vendor requested quotation for financial transactions
• Works with external customers to ensure understanding and adherence to the funding process(es)
• Reviews all finance documents and bank invoices for completeness and accuracy
• Prepares financial documents and obtains information and signatures from external customers as needed
• Tracks incoming payments and provides advice t...