Customer Support Specialist (Sales Support / Loan Processing)
Advantage+ Financing | Brookfield, WI | Full-time, on-site | Reports to: National Director of Sales and Marketing
$45,000 to $50,000 base salary plus monthly bonus.
First-year on-target earnings: $49,800 to $54,800.
Who We Are
Since 1992, Advantage+ has helped small businesses in all fifty states acquire the equipment they need while preserving working capital. We are a direct commercial lender. We lend our own capital, and we pair competitive financing with high-touch customer experience built on responsiveness, clarity, and relationships.
About the Role
The Customer Support Specialist is the operational backbone of our sales process. You partner with Account Managers, Business Development Managers, vendors, customers, underwriting, and funding to move transactions efficiently from application through funding. Success means creating confidence, removing obstacles, maintaining momentum, and making sure every customer and vendor feels informed at every stage.
This is a sales support and loan processing role, not a sales role. You will not carry a quota, and you will not cold call. You will be the person who makes the deals actually happen. When you are great at this job, the whole sales team gets faster.
Our CORE 4 Values
Every decision begins with our CORE 4.
- Character. We do the right thing, even when no one is watching.
- Opportunity to Serve Small Businesses. Every interaction is an opportunity to serve small businesses.
- Relationship Focus. We build trust internally, externally, and for the long term.
- Exceptional Service. We respond quickly, communicate clearly, and exceed expectations.
What You Will Own (Key Result Areas)
We are showing you exactly how performance is measured before you ever apply. Most companies make you guess. We would rather you know.
KRA #1: Deliver Exceptional Customer Experiences
- Serve as the primary operational point of contact throughout the transaction
- Respond promptly, set clear expectations on timelines and documentation, and keep all parties informed
- Resolve issues before they become obstacles
- Represent Advantage+ professionally in every interaction
Success looks like: Positive customer and vendor feedback. Fast response times. Nobody is waiting on us for answers.
KRA #2: Move Transactions Efficiently from Application to Funding
- Collect, verify, and process all required loan documentation
- Coordinate with underwriting and prepare complete funding packages
- Maintain organized electronic files and manage funding deadlines
- Follow established Advantage+ workflows, because they work
Success looks like: Fast turnaround. Accurate documentation. Low error rates. High funding conversion.
KRA #3: Support Sales Productivity
- Own the administrative side of active transactions so Account Managers and BDMs stay focused on new business
- Prepare documentation for approvals and coordinate with vendors throughout the deal
- Keep HubSpot (CRM) and Vision (loan management system) accurate
- Anticipate next steps and act before being asked
Success looks like: Sales team focused on revenue. Deals progress without friction.
KRA #4: Maintain Accurate CRM and Loan System Records
- Keep customer information, communications, and documentation current in HubSpot and Vision through accurate data entry
- Verify funding information and ensure every file is complete
Success looks like: Accurate reporting. Reliable forecasting. Clean records.
KRA #5: Drive Operational Excellence
- Follow established workflows and identify opportunities to improve them
- Support cross-functional collaboration and special projects
- Maintain compliance requirements and protect confidential customer information
Success looks like: Consistent execution. Continuous improvement. High internal trust.
How Performance Is Measured
Performance is evaluated on a combination of quantitative and qualitative measures: customer and vendor satisfaction, funding turnaround times, documentation and CRM accuracy, responsiveness, process compliance, and contribution toward company sales goals. Your manager reviews these with you regularly, so you always know where you stand.
What You Bring (Required)
- Communication. Professional verbal and written communication skills, active listening, and strong follow-up habits
- Organization. Attention to detail, time management, multitasking, and the ability to prioritize competing deadlines
- Customer service. Patient, resourceful, and steady when things get busy
- Problem solving. Critical thinking, an ownership mentality, and the instinct to remove obstacles quickly
- Technology. Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and electronic document management
Nice to Have (We Will Train the Rest)
- Experience with CRM such as HubSpot
- Experience in loan processing, banking, title, insurance, or financial services operations
- Experience in sales support, order processing, or administrative support in a fast-paced office
An Outstanding Account Support Specialist
- Creates confidence with every customer interaction
- Keeps every deal moving without unnecessary delays
- Anticipates needs before they become problems
- Supports teammates without being asked
- Protects the Advantage+ reputation
- Lives the CORE 4 every day and makes financing easy for customers, vendors, and coworkers
Compensation and Benefits
- Salary range
- 401(k) with generous company matching
- Medical, dental, vision, and life insurance
- Health Savings Account (HSA)
- Paid time off and paid holidays
- Standard weekday schedule: Monday to Thursday, 8:00 to 5:00, Friday, 8:00 to 4:00. No nights, no weekends
- Business casual dress code
How We Hire
Our process is simple and fast: a 20-minute phone screen, a short online skills assessment, one in-person interview and a final conversation. Most candidates go from application to offer in under two weeks.
Frequently Asked Questions
Is this role remote or hybrid?
No. This is an on-site role at our Brookfield, WI office. This job is the connective tissue between sales, underwriting, and funding, and that coordination happens fastest in person.
Do I need financing or lending experience?
No. If you are organized, communicate well, and take ownership, we will teach you equipment financing. People from banking, title, insurance, logistics, and high-volume office administration have the transferable skills that work here.
What equipment and tools do I get?
Everything is provided: workstation, dual monitors, headset, phone system, and full access to CRM, and our document management tools. You will never buy your own equipment to do this job.
What does career progression look like?
This role is a proven launchpad, not a dead end. Account Support Specialists learn every stage of a deal, which is exactly the foundation our Account Managers are built on. If you want to move toward a sales or senior operations role, we promote from within and your manager will build that path with you. If you want to be the best support specialist in the industry and stay there, that is a career here too. Both are respected.
What is the interview process?
Four steps: a short phone screen, an online skills assessment, an in-person interview at our office, and a final conversation with the hiring manager. We move fast and we communicate at every step. You will never be ghosted by us.
Equal Opportunity
Advantage+ Financing is an equal opportunity employer. We hire on character, drive, and track record. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status.
Pay: $21.63 - $24.04 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- On-the-job training
- Paid time off
- Vision insurance
Work Location: In person
