Sr. Account Executive - Equipment Finance

IN0534 Fishers, OH0523 Independence Bus Office, PA0728 Pittsburgh Business Office

 

Job Description

The Senior Account Executive will be responsible for selling loan/lease as well as turn-key bank loan products to new prospects and existing relationships with middle market companies in the assigned territory. New business is developed through direct sales origination with generally middle market companies, both private and publicly traded, in the areas of – manufacturing, wholesalers, distributors and service companies, etc.  Transaction sizes range from $3 million to $20 million, with the average transaction size of $3 - $10 million. 

Essential Functions

• Initiate and identify new business opportunities in the assigned territory, which may include existing customers as well as prospecting for new clients thru cold calls and in-person presentations

• Arrange personal meetings with prospects to explain Northwest’s products, rates and terms of finance agreements

• Achieve and exceed volume quota by effectively targeting, qualifying and closing equipment financing transactions in the assigned territory on a direct basis

• Use industry insight, analytical skills, product knowledge and communication skills to identify, develop, activate and maintain customer relationships

• Structure, design, propose and close viable finance transactions

• Manage customer relationships on an on-going basis by monitoring and being pro-active with respect to changing dynamics of both market conditions and competition

• Assist the credit function and personnel as required and requested

• Knowledge of Excel and SalesForce CRM or like CRM program a plus

• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

• Work as part of a team

• Work with on-site equipment

Education + Experience preferred

• Bachelor’s degree in Business, Finance, or related

• 5-6 years of Marketing/Sales experience within a Commercial Finance Company or Bank

• Background in building and maintaining long term relationships with senior level managers of middle market companies

• Independent and tenacious marketer with an entrepreneurial spirit and extensive experience with originating, qualifying, and closing a variety of financing products.

• Successful track record in corporate financial sales and a proven ability to meet volume quota requirements and establish solid relationships

• Ability to consistently identify opportunities and develop relationships with candidate's existing base of contacts as well as developing new customers

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.