Asset Finance Sales Associate
Core
Support Equipment Finance Sales Executives and Regional Bank by preparing industry updates, managing client research, securing financial packages, and presenting proposals.
Role type
Sales administration and support associate
Builds
Equipment finance proposals and credit decisions for regional bank clients
Domain
Commercial banking / Equipment finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Sales administration, client and prospect research, financial package preparation, regulatory documentation, portfolio maintenance
Preferred skills
Business development, credit reporting knowledge, financial statement analysis
Technologies
None stated
Responsibilities
Prepare equipment finance industry updates and product details; work with teams on client and prospect research; secure complete financial packages and deliver credit decisions; prepare and present equipment finance proposals; help prepare documentation meeting regulatory requirements; maintain high-quality equipment finance portfolio
Seniority
Mid-level, hands-on support