Equipment Finance Analyst

Regions Bank•Atlanta, AL
•Onsite

About The Position

The Equipment Finance Analyst works as part of Regions’ Equipment Finance originations team, serving as the primary support for bankers in originating and executing equipment finance products and services. The role supports Regions Equipment Finance originations, including Direct Equipment Finance. The analyst conducts financial and industry due diligence, prepares client-facing and internal materials, maintains proprietary databases, identifies client needs and relevant solutions, and coordinates with bankers and Credit Product partners. The position also supports Relationship Managers with sales planning, pipeline management, and reporting. It is incentive eligible and exempt from timekeeping requirements under the Fair Labor Standards Act, so it is not eligible for overtime pay. The role is based at Regions Center in Birmingham, Alabama.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • Two years of related experience.
  • Ability to thrive in a fast-paced, team-focused environment.
  • Advanced proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
  • Excellent written and oral communication skills.
  • Strong analytical ability and attention to detail.
  • Dedication to excellence and achieving results.
  • Integrity, initiative, leadership, a strong work ethic, and a team focus are desired competencies.

Nice To Haves

  • Integrity, initiative, leadership, a strong work ethic, and a team focus.

Responsibilities

  • Conduct extensive financial and industry due diligence to evaluate transaction risk and return.
  • Prepare written materials, including pitches, proposals, client materials, and supporting analyses.
  • Maintain proprietary databases by monitoring news, current events, transactions, and financial information for clients, prospects, and other industry participants.
  • Understand client needs and identify Regions products and services or other actionable ideas to help clients achieve their goals.
  • Coordinate bankers and Credit Product partners to ensure alignment and provide clients with service that is timely, certain, and creative.
  • Support Relationship Managers with call-planning coordination, production and pipeline management, and quality reporting across sales performance applications and measurement systems.
  • Provide autonomous client support on behalf of Relationship Managers.
  • Work across multiple roles and projects, independently and as part of a team.
  • May serve as a resource to less experienced associates.
  • Ensure client deliverables are high quality through strong written communication and attention to detail.

Benefits

  • Paid vacation and sick time.
  • 401(k) with company match.
  • Medical, dental, and vision benefits.
  • Disability benefits.
  • Health savings account.
  • Flexible spending account.
  • Life insurance.
  • Parental leave.
  • Employee assistance program.
  • Associate volunteer program.
  • Discretionary incentive plan; eligible employees may receive an award based on performance against defined metrics and goals.
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