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Form of workPOSITION SUMMARY: Responsible for soliciting, developing and funding loans to new and existing Specialty Finance clients.
ESSENTIAL REQUIREMENTS:
- Responsible for actively soliciting and developing new customer relationships in assigned market areas
- Responsible for managing the ongoing Sales relationship, funding, and boarding loans, and other ongoing client services and administration.
- Drives and manages the portfolio growth, depository targets, and credit quality of existing accounts to ensure departmental targets and goals are achieved by working in a collaborative manner with Value Stream Team members.
- Works with Deposit Officer, Credit, Loan Operations, and Accounting teams in establishing new client relationships and servicing of existing clients
- Attends to the individual needs of SFG clients seeking loans, evaluates the financial condition of the client, the value of the pledged collateral, and the client's management effectiveness and competency.
- Identifies opportunities and promotes cross selling opportunities by actively engaging other areas of the bank (Deposit, SBA, WAS, Insurance, etc.) to deepen the relationship.
- Develops, maintains, and executes the Pipeline Report and follows up on all prospective clients.
- Actively utilizes InSight (Salesforce) system by populating new client leads, referrals, opportunities, and maintains a daily follow up on all tasks for prospective and existing clients.
- If applicable, responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations.
- Must have valid driver's license.
- Completes all compliance training related to the position.
- Understands all applicable laws and regulations that apply to the position and complies with the requirements.
Performs all other duties as assigned.
EXPERIENCE/SKILLS: Five (5) to eight (8) years experience preferred or equivalent experience in a related field preferred.
- Prior experience in commercial Equipment Finance (ie., auto, aviation or heavy equipment) preferred.
- Proven 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.
- Strong time management and prioritization skills.
EDUCATION/CERTIFICATION: Bachelor's Degree preferred; MBA preferred. Certified Lease & Finance Professional (CLFP) certification preferred
TRAVEL REQUIREMENTS: 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.
PHYSICAL DEMANDS: 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.
EQUIPMENT: MS Office PC, fax, phone and standard office equipment
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
