Responsible for soliciting, developing and funding loans to new and existing Specialty Finance clients.
Actively soliciting and developing new customer relationships in assigned market areas.
Managing the ongoing Sales relationship, funding, and boarding loans, and other ongoing client services and administration.
Driving and managing the portfolio growth, depository targets, and credit quality of existing accounts to ensure departmental targets and goals are achieved.
Working with Deposit Officer, Credit, Loan Operations, and Accounting teams in establishing new client relationships and servicing of existing clients.
Attending to the individual needs of SFG clients seeking loans, evaluating the financial condition of the client, the value of the pledged collateral, and the client's management effectiveness and competency.
Identifying opportunities and promoting cross selling opportunities by actively engaging other areas of the bank.
Developing, maintaining, and executing the Pipeline Report and following up on all prospective clients.
Utilizing InSight (Salesforce) system by populating new client leads, referrals, opportunities, and maintaining a daily follow up on all tasks for prospective and existing clients.
Supervising assigned staff if applicable and exercising usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations.
Completing all compliance training related to the position.
Understanding all applicable laws and regulations that apply to the position and complying with the requirements.
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.
Bachelor's Degree preferred.
MBA 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.