Overview: The position is responsible for developing and managing equipment finance accounts that meet established requirements, focus on customer service, and maximize profitability with minimal risk for the bank. Drive new business development both with bank clients and prospects as well as independent marketing on non-bank company names.
Responsibilities:
Create a marketing plan on a go to market strategy around client profiles, industry types, geographies, and asset types
Work with designated bank partners around joint names, marketing strategy and proper account planning
Develop proposals on new business while coordinating with the Underwriting team
Coordinate with Underwriting for required client information and onboarding procedures
New business should adhere to appropriate risk, pricing, and profiling consistent with the overall EF strategy
Maintain appropriate travel and entertainment expenses
Look for opportunities to make cross sell and introductions to other bank LOBs
Responsible for adding required new clients per year to their portfolio
Keep all calling, client information and opportunities accurate and timely in the designated CRM system
Qualifications:
4-year degree preferably in finance, accounting, or business with emphasis in finance and accounting OR equivalent work experience.
Minimum experience of 5 years in originating Equipment Finance clients.
Be fluent in the approved and designated pricing software
Excellent organizational and communication skills are required
Be fluent in all loan and lease products and the overall equipment finance industry
Advanced Analytical Skills
Strong computer skills including Microsoft Products
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