Lender , SFG-Construction Equipment Finance

Overview

Position Summary Responsible for soliciting, developing and funding loans to new and existing Specialty Finance Group (SFG) clients.

Essential responsibilities and requirements are described below.

• Actively solicit and develop new customer relationships in assigned market areas.
• Manage ongoing sales relationships, funding, boarding loans, and other ongoing client services and administration.
• Drive and manage portfolio growth, depository targets, and credit quality of existing accounts to ensure departmental targets and goals are achieved by collaborating with Value Stream Team members.
• Work with Deposit Officer, Credit, Loan Operations, and Accounting teams in establishing new client relationships and servicing existing clients.
• Address individual needs of SFG clients seeking loans, evaluate the financial condition of the client, the value of pledged collateral, and the client’s management effectiveness and competency.
• Identify opportunities and promote cross-selling by engaging other areas of the bank (Deposit, SBA, WAS, Insurance, etc.) to deepen the relationship.
• Develop, maintain, and execute the Pipeline Report and follow up on all prospective clients.
• Actively utilize InSight (Salesforce) system by populating new client leads, referrals, opportunities, and maintaining daily follow-up on all tasks for prospective and existing clients.
• Must have a valid driver’s license.
• Complete all compliance training related to the position.
• Understand and comply with all applicable laws and regulations that apply to the position.

Performs all other duties as assigned.

• Two (2) to three (3) years’ experience in a related field preferred, or equivalent experience.
• Prior experience in commercial equipment finance (e.g., auto, aviation or heavy equipment) preferred.
• Proven track record of new business generation.
• Good PC skills—proficiency in Microsoft Word and Excel essential.
• Ability to handle multiple tasks in a fast-paced environment.
• Well-developed verbal and written communication skills.
• Strong analytical and problem-solving ability.

Bachelor’s Degree preferred. Certified Lease & Finance Professional (CLFP) certification preferred.

Ability to travel frequently to off-site locations for customer visits, prospecting, inspections, auctions, meetings, projects, seminars, etc., as well as ability to travel overnight.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment;

reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

MS Office PC, fax, phone and standard office equipment.