Equipment Finance Indirect Originations Officer I/II/III
Full Time
Georgia
Posted
Job description
Overview:
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
Equipment Finance Indirect Originations Officer II
Additional Qualifications:
Equipment Finance Indirect Originations Officer III
Additional Qualifications:
Drive new business development with approved third-party sources for new purchased business while maintaining coordination among bank clients and prospects as appropriate. This position may work remotely to support location in Atlanta, GA and may be hired as a Level I/II/III. Additional qualifications follow in the job description.
Responsibilities:
- Drive syndication income through the selling of assets as directed and to help balance risk and overall bank exposures to certain credits and asset categories
- Create a marketing plan on a go to market strategy around client profiles, industry types, geographies, third party sources and asset types
- Develop proposals on new business while coordinating with the Underwriting team
- Coordinate with Underwriting for required client information and onboarding procedures
- New business should adhere to appropriate risk, pricing, and profiling consistent with the overall EF strategy
- Maintain appropriate travel and entertainment expenses
- Look for opportunities to make cross sell and introductions to other bank LOBs as appropriate
- Responsible for adding required new clients per year to their portfolio
- Keep all calling, client information and opportunities accurate and timely in the designated CRM system
- 4-year degree, preferably in finance, accounting, or business with emphasis in finance and accounting
- Minimum experience of 3 years originating new commercial clients
- Excellent organizational and communication skills are required
- Be fluent in all loan and lease products and the overall equipment finance industry
- Be fluent in the approved and designated pricing software
- Advanced Analytical Skills
- Strong computer skills including Microsoft Products
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
Equipment Finance Indirect Originations Officer II
Additional Qualifications:
- Minimum experience of 5 years in originating new commercial clients
Equipment Finance Indirect Originations Officer III
Additional Qualifications:
- Minimum experience of 10 years in originating new commercial clients
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