Senior Account Manager - Key Equipment Finance
Core
Senior Account Manager providing high-level technical operations support for equipment finance transactions, ensuring timely booking, funding, and compliance for clients across various business groups.
Role type
Senior Account Manager (Equipment Finance)
Builds
Equipment finance transactions (Direct Commercial Middle Market, Business Bank, Large Corporate Bank, Capital Markets)
Domain
Financial Services / Equipment Finance
Required skills
Equipment finance products expertise, deal structuring, accounting principles, collateral perfection, documentation negotiation, fraud prevention, system proficiency (Salesforce/nCino/Aspire/NetDocuments/SuperTrump/Vertex O/Lexis Nexis/CT Lien/Master Compliance Application/DocuSign/eOriginal), project leadership, mentoring
Preferred skills
Creative problem solving, conflict de-escalation, process improvement
Technologies
Salesforce, nCino, Aspire, NetDocuments, SuperTrump, Vertex O, Lexis Nexis, CT Lien, Master Compliance Application, DocuSign, eOriginal
Responsibilities
Review and audit equipment finance transaction information; coordinate approvals with partner departments; manage escrow accounts; perform fraud prevention activities; provide training to team members; execute closings for complex/specialty asset/long duration construction financing; perform daily/monthly audits; resolve billing issues and collect payments.
Seniority
Senior, hands-on IC with mentoring responsibilities