Enterprise Solutions Associate I
Capital Bancorp, Inc. dba Windsor Advantage, LLC, Chicago, IL, United States
Description About UsCapital Bank N.A. is headquartered in Maryland, serving our communities since 1999. We offer commercial and consumer banking services to clients in the DC metro area, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states.
Windsor Advantage, an affiliate of Capital Bank N.A., is the nation's leading lender service provider with more than 150 years of cumulative in-house SBA 7(a) and USDA experience, cutting edge systems and rigid controls. Develop an innovative and sustainable SBA and USDA platform without hiring staff or incurring capital expenditures. Windsor Advantage is uniquely qualified as a lender service provider to support it's clients to develop and execute thoughtful and comprehensive SBA and USDA lending programs.
Position Summary
The Enterprise Solutions Associate reports to the Manager of Enterprise Solutions. This position is responsible for supporting the Enterprise Solutions team by assisting with client onboarding, maintaining CRM data, and providing administrative support.
Position Responsibilities Assist with client onboarding, offboarding, and relationship management.
Update CRM data and maintain accurate records.
Provide support for reporting and dashboard creation.
Collaborate with team members on marketing and lender updates.
Assist with new Lender Service Provider solutions.
Maintain partner relationships by responding to inquiries, documenting actions.
Establish and maintain strong relationships with new clients and deepen with existing partners.
Assist Enterprise Solutions Associate II with coordinating onboarding process along timelines.
Proactive communication with partners to manage a positive transition for the customer from the initial engagement.
Identifying and communicating customer needs.
Help promote and maintain a positive company image.
Primary contact for customers and to handle any complaints, questions, or concerns professionally and effectively.
Additional Responsibilities
Adheres specifically to all Company policies and procedures, Federal and State regulations, and laws.
Completes online and other regulatory compliance training by the specified due dates.
Opens cases/tickets with vendors and suppliers as needed.
Performs other duties as required.
Minimum Education & Experience
Bachelor's degree in a related field such as business administration, law, finance, accounting or related area or equivalent related work experience.
1-2 years related experience in administration, finance or similar industry.
Experience managing multiple tasks while delivering highest levels of customer service with minimal supervision.
Experience in banking or financial setting a plus.
Technical Knowledge and Skills
Excellent communication and public speaking skills.
Must have strong computer skills including Microsoft Office Suite.
Must be organized and detail
Excellent verbal and written communications skills including a strong vocabulary, rules of composition and grammar.
Knowledge of the principles of providing a high level of customer service including the evaluation of customer satisfaction
Working Arrangements
This is a hybrid role expected to work in office Monday, Wednesday, and Thursday. You will be able to work remotely on Tuesday and Friday.
Compensation
Base Salary Range: $55,000 - $75,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as geographic location, relevant experience, skill set, education, and ability to meet qualifications within the job description.
Additional Compensation: This role will include a yearly annual target bonus based on individual and company performance.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more!
Generous Paid Time Off and Paid Holidays
Supporting Businesses. Helping People. Strengthening Communities.Windsor Advantage LLC is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Position Responsibilities Assist with client onboarding, offboarding, and relationship management.
Update CRM data and maintain accurate records.
Provide support for reporting and dashboard creation.
Collaborate with team members on marketing and lender updates.
Assist with new Lender Service Provider solutions.
Maintain partner relationships by responding to inquiries, documenting actions.
Establish and maintain strong relationships with new clients and deepen with existing partners.
Assist Enterprise Solutions Associate II with coordinating onboarding process along timelines.
Proactive communication with partners to manage a positive transition for the customer from the initial engagement.
Identifying and communicating customer needs.
Help promote and maintain a positive company image.
Primary contact for customers and to handle any complaints, questions, or concerns professionally and effectively.
Additional Responsibilities
Adheres specifically to all Company policies and procedures, Federal and State regulations, and laws.
Completes online and other regulatory compliance training by the specified due dates.
Opens cases/tickets with vendors and suppliers as needed.
Performs other duties as required.
Minimum Education & Experience
Bachelor's degree in a related field such as business administration, law, finance, accounting or related area or equivalent related work experience.
1-2 years related experience in administration, finance or similar industry.
Experience managing multiple tasks while delivering highest levels of customer service with minimal supervision.
Experience in banking or financial setting a plus.
Technical Knowledge and Skills
Excellent communication and public speaking skills.
Must have strong computer skills including Microsoft Office Suite.
Must be organized and detail
Excellent verbal and written communications skills including a strong vocabulary, rules of composition and grammar.
Knowledge of the principles of providing a high level of customer service including the evaluation of customer satisfaction
Working Arrangements
This is a hybrid role expected to work in office Monday, Wednesday, and Thursday. You will be able to work remotely on Tuesday and Friday.
Compensation
Base Salary Range: $55,000 - $75,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as geographic location, relevant experience, skill set, education, and ability to meet qualifications within the job description.
Additional Compensation: This role will include a yearly annual target bonus based on individual and company performance.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more!
Generous Paid Time Off and Paid Holidays
Supporting Businesses. Helping People. Strengthening Communities.Windsor Advantage LLC is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.