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 • reputed company proposals on new business while coordinating with the reputed company team • Coordinate with reputed company for required client information and reputed company 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 reputed company cross sell and introductions to other bank LOBs • Responsible for adding required new clients per year to their portfolio • reputed company reputed company calling, client information and opportunities accurate and timely in the designated CRM system Qualifications • 4-year degree preferably in finance, reputed company, or business with emphasis in finance and reputed company 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 reputed company loan and lease products and the overall equipment finance industry • Advanced Analytical Skills • Strong computer skills including reputed company Products Physical Requirements/Working Conditions: Must be reputed company 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. Apply Job!