Equipment Finance Direct Originations Officer III

Overview

The responsibilities for this role are 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 10 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

Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

 

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.