Commercial Specialist Job Description
Commercial Specialist Duties & Responsibilities
To write an effective commercial specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included commercial specialist job description templates that you can modify and use.
Sample responsibilities for this position include:
Commercial Specialist Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Commercial Specialist
List any licenses or certifications required by the position: GL, ISO, A.S.E, PC, LLC, AIRS, SCRUM, IICL, MCSE, CPT
Education for Commercial Specialist
Typically a job would require a certain level of education.
Employers hiring for the commercial specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Marketing, Finance, Education, Accounting, Engineering, Business/Administration, International Trade, Statistics, Technical
Skills for Commercial Specialist
Desired skills for commercial specialist include:
Desired experience for commercial specialist includes:
Commercial Specialist Examples
Commercial Specialist Job Description
- Primary host and coordination point for assigned customer related visits and business review meetings
- Manage customer relationship by providing a high level of service through organized execution of the process and structured communications
- Interact with internal personnel as customer’s advocate, pro-actively managing problems and driving team decisions, managing messaging to internal and external customers to align with devised plan
- Provide weekly or monthly information and manage regular communication through emails, order status trackers and calls with the customer
- Request, manage and track import/export licenses or other special documents as appropriate
- Provide inputs for daily, weekly and monthly team metrics and reporting in support of department and site processes and goals
- The Commercial Proposals Specialist is responsible to receive and review customer RFQs, prepare a list of actions to meet RFQ requirements, liaise with subject matter experts, risk review and assimilate this information to prepare a commercial proposal
- Work as part of the Region Surface Commercial team to deliver the assigned objectives
- Provides selling support through technical assistance to co-workers, customers, and others who may influence the purchase decision
- Performs take-offs and coordinating jobs for bid to increase sales and decrease duplication of work
- Strong problem-solving and gap analysis
- Ability to identify problems and come up with options for decision making
- Ability to coordinate and collaborate with multiple partners
- Ability to clearly articulate ideas and deliver presentations
- Ability to deliver seamless execution
- Primary focus is providing exceptional service with ownership for first point of contact resolution for PCCG Commercial clients who prefer to use alternate channels
Commercial Specialist Job Description
- Provides technical assistance or information for favorable product specification
- Manage all project insurances currency risks and opportunities of the project
- Perform plan vs
- Coordination with customers/financing bodies, to successfully complete the projects on time and at defined quality
- Responsible for executing customer-facing data analytics and support the Delivery Commercial Managers with dashboards and reports for customer meetings
- Run customer calls to explain the outcomes and communicate any necessary price change
- Lead the communication of the output of Enterprise Bundles/Flat Rate reviews to the customer
- Deliver contractual benchmarking analysis and communicate the results to account team and/or customer
- Present results to customers, C-level stakeholders, internal and higher level management
- Support the Commercial In-Life team as data analyst subject matter expert
- Ensuring timely and effective resolution of any customer request, including those that are forwarded to other Bank or non-Bank groups
- Use discretion to service customers within specific working guidelines
- Build, enhance and protect relationship with CLOB Direct clients through provision of sophisticated and specialized commercial banking products and services
- Responsible to meet/exceed productivity targets, sales referral and customer satisfaction goals
- Identify cross-sell opportunities to maximize CLOB Direct share of wallet
- Apply relationship selling principles and techniques to uncover customer needs, matching Bank products and services to meet client requirements
Commercial Specialist Job Description
- Ensure reports meet quality and timeliness guidelines, manage the quality review processes, own the reporting timetables
- Maintain and develop the existing reporting databases from the reporting perspective
- Identify and implement improvements and support any reporting improvement programs
- Act as the main contact for Group and local teams, manage relationships with Business Intelligence and Enterprise teams
- Preparing and mailing lien releases
- Preparing and mailing joint check letters
- Administrative duties that may arise
- Preparing accounts for collections
- Provides appropriate guidance, on-going feedback, support and resources to improve effectiveness of individuals, teams, and department performance
- Supports the strategic direction of the Credit Union and MBL Lending and contributes positively to corporate and team goals
- Cultivate relationship with branch channel
- Excellent communicator who is highly presentable with experience in successful liaison with NHS & CCG accounts (their equivalents in Scotland, Wales and Northern Ireland) and knowledge of NHS
- Demonstrates financial awareness, organizational, strong presentation and negotiation skills and skills for developing solutions to a variety of complex problems and is results orientated
- IT literate – able to generate advanced level written reports, presentations and spreadsheets
- Bachelor in Business Adminsitration, Economy or Engineering
- Responsible for the management and overall administration of a portfolio of commercial construction loans beginning at the pre-closing phase thru project completion
Commercial Specialist Job Description
- Acts within established internal and regulatory guidelines, asking a senior person to review/approve justifiable exceptions, as appropriate
- Completes tasks with minimal supervision and independently seeks solutions for improving efficiency of operations and MBL employee experience
- Process single payments and pools
- Ensures that all loan documentation is received and completed accurately
- Performs all requirements under the various regulations
- Completes required reports as assigned
- Informs Department Manager of department activities and any problems or concerns
- Ensures that related clerical duties including filing and shredding of sensitive data are completed on a regular basis
- Board loans and will be responsible for Premium Finance loans, processing and boarding renewals
- Creation, management, implementation, process control of SOPs, training documents, for the global customer service team
- To engage in high quality client interaction demonstrating empathy
- Maintains a balance between project costs and funding sources, ensuring the Banks risk is mitigated
- Develops understanding of commercial products and services, understands and ensures adherence to Company guidelines, policies and procedures regarding construction loans
- Self-motivated, detail-oriented, and customer service-focused qualities
- Bachelors degree or equivalent work experience in business, engineering, operational portfolio
- At least 5 years of commercial experience in the O&G industry with the ability to structure creative deals for customer solutions, negotiate contracts, and deal effectively with customers, including ability to review of customer terms and conditions
Commercial Specialist Job Description
- Facilitate training for onboarding new hires into the commercial departments including customer service, field sales, business units (in person and remote)
- Responsible for development and presentation of global order to cash training
- Maintain and facilitate new hire onboarding and continuing education platforms
- Oversight of customer service internship program / talent engagement
- Performs training Needs Analysis
- Organizing and implementing commercial training to internal and external staff and customers
- Arranging the training resource
- Ensure training is delivered in line with HSE requirements
- Updating the existing courseware
- Managing training center, material and equipment
- Identify customer lending/credit needs and refer these clients to the appropriate sales area
- Consistently meet/exceed client expectations
- Knowledge of automotive operating systems including point of sale and asset
- Able to reasonably handle cash responsibilities
- Able to stand or sit for up to 8 hours per shift
- Bachelor’s degree in engineering or related discipline preferred