Equipment Finance Relationship Manager
Core
Managing and retaining existing relationships while generating new business in the Equipment Finance segment.
Role type
Mid-to-Senior level Equipment Finance Relationship Manager
Builds
Loan and lease financing solutions for commercial clients
Domain
Commercial Banking / Equipment Finance
Deliverable
client delivery
Required skills
credit analysis, financial statement analysis, loan negotiation, pricing strategy, account penetration, cross-selling, credit approval decision-making
Preferred skills
multi-tasking, strong organizational skills
Technologies
Microsoft Office Suite
Responsibilities
Develop strategies for maintaining and penetrating existing accounts; Execute customer qualification and needs assessment; Analyze financial statements and make financing proposals; Negotiate terms and conditions for loans and leases; Make credit and pricing recommendations and decisions; Sponsor loan requests through credit approval processes; Maintain account profitability.
Seniority
Mid-to-Senior, hands-on IC