The Deal Desk Coordinator plays a critical role in supporting sales execution and ensuring accurate, timely deal processing across multiple regions. This position partners closely with Business Development Managers (BDMs) and the Credit team to facilitate the initial deal submission process, including coordinating revisions and gathering required information to support credit decisions.
Following credit approval, this role assumes primary responsibility for documentation and funding preparation, ensuring all agreements, stipulations and required materials are complete, accurate and compliant. The Coordinator also serves as a key point of contact for internal stakeholders and external partners, including dealers, vendors, brokers and customers, to ensure seamless communication and efficient deal progression.
This role is integral to maintaining deal quality, improving turnaround times and supporting overall revenue growth across the organization
WE OFFER A FULL BENEFITS PACKAGE FOR ELIGIBLE EMPLOYEES INCLUDING:
- Medical, Dental, and Vision Insurance
- Life (Voluntary and Employer Paid) and Disability Insurance
- 401(K) with company match beginning with your first contribution.
- HSA and/or FSA, as applicable
- Paid Time Off, Sick Time, and Company Paid Holidays
- Employee Car Discount Program
ESSENTIAL DUTIES & RESPONSIBILITIES:
Deal Intake, Credit Coordination & Deal Flow
- Facilitate the initial deal submission process across multiple sales regions in partnership with Business Development Managers (BDMs) and the Credit team
- Review and submit deal packages, ensuring completeness, accuracy and alignment with internal requirements
- Coordinate with BDMs and Credit on revisions, additional information requests and deal structuring updates
- Act as a liaison between Sales and Credit to ensure clear communication and timely progression of deals
Documentation & Funding Preparation (Primary Ownership)
- Own the documentation process from credit approval through funding preparation
- Draft, review and modify customer loan and lease agreements with a high degree of accuracy and compliance
- Manage document execution, including e-signature and online notarization processes
- Assemble and validate complete funding packages, ensuring all stipulations are satisfied prior to funding
- Coordinate with Operations and Funding teams to resolve outstanding items and move transactions toward completion
Stakeholder Communication & Coordination
- Serve as a primary point of contact for dealers, vendors, brokers and customers regarding credit submissions, documentation and funding requirements
- Provide timely updates to BDMs and internal stakeholders on deal status and outstanding items
- Respond to inquiries and resolve issues in a professional, proactive and customer-focused manner
Systems, Process Improvement & Operational Support
- Maintain CRM systems and ensure accurate tracking of deal progress and customer data
- Manage multiple transactions simultaneously while identifying opportunities to improve efficiency and reduce turnaround times
- Support regional sales operations and contribute to process standardization and best practices
- Perform additional duties as assigned
