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Syndication Analyst (Scottsdale)

JR Capital, Scottsdale, AZ, United States


Overview:
Located in Old Town Scottsdale, JR Capital is a rapidly growing commercial finance organization dedicated to serving America’s small business owners. JR Capital’s growth engine is powered by a passionate group of industry experts, with an intense focus on delivering a world-class experience to JR’s customers and partners.

Who You Are:
Are you organized and ready to keep everything running smoothly? Our Syndication Team is vital to driving company growth by supporting initiatives and tackling challenges for the sales team. As a Syndication Administrative Assistant, you’ll prioritize speed, efficiency, and collaboration while ensuring no detail goes unnoticed.

What You’ll Do:
Inbox Management: Keep our inbox organized and ensure quick responses to client and partner inquiries. You'll be the first line of communication!
Updating Deals: Accurately update and maintain deal information in Salesforce, ensuring that everything is tracked effectively for our team.
Submitting Deals: Prepare and submit deals to our partners, ensuring all documentation is complete and submitted on time to keep the process moving.
Collaboration: Work closely with the sales team to facilitate smooth communication and help address any questions or issues that arise.
Document Management: Organize and maintain files related to deals and client communications, making sure everything is easy to find and up-to-date.
Reporting: Assist in generating reports on deal status, operational efficiency, and sales performance to keep the team informed.
Customer + Dealer Interaction: Provide exceptional support to clients and dealers, answering queries and helping them navigate the post-funding process.
Process Improvement: Help identify opportunities to streamline operations and improve our workflows for better efficiency and productivity.
Training Material Development: Collaborate with team members to create and update training materials that reflect our evolving products and processes.
Assist with Marketing Initiatives: Support the marketing team in executing campaigns and projects.

What You Bring:
BA/BS degree
Coachable and able to thrive in a fast-paced setting
Strong organizational skills + attention to detail
Ability to prioritize multiple tasks effectively
Excellent written + verbal communication skills
Previous experience in administrative roles (sales ops is a plus)
Proficiency in MS Office
Experience with Salesforce CRM is a plus

If you’re motivated, detail-oriented, and a great teammate, we want to hear from you!