Work within a Bank-Channel specific region(s) to play a pivotal role within the Sales team, providing sales support from transaction identification to closing.
Oversee all administrative activity for the Region team, including transaction inputs, review of pricing and rate locks, proposal generation, asset management request, and providing the KEF credit submission form for Bank underwriting.
Review credit approvals prior to completion to ensure accuracy of all transaction variables.
Establish relationships with client operations staff to ensure complete and accurate documentation submittals through the collection of invoices, proof of payment, insurance, required UCC releases and other factors as identified.
Participate in cross functional activities and act as a liaison between clients and internal stakeholders (credit, asset management, pricing, contract/account managers, bankers, etc.) for transaction structuring and submittals through the entire sales process to closing.

Bachelor's Degree (required)
Minimum 5 years of experience of documentation and account management in equipment leasing, secured lending, or commercial banking (required)
Knowledge of both commercial & Industrial financing sectors as well as syndications buy/sell is preferred (required)
Thorough knowledge of the equipment finance sales process, including prospect identification, prospecting, pre-qualification, identification of key issues, proposal development and presentation skills (required)
Thorough knowledge of equipment finance documentation and processes, knowledge of Titled vehicle requirements and Aircraft Finance and KYC knowledge is a plus (required)
Superior time management skills, training and presentation skills, computer skills and strategic thinking (required)
A working knowledge of computer-based pricing models, customer relationship management software, nCino, SuperTrump & Tableau reporting (required)
Proactive, detail-oriented, driven to work in a fast-learning environment (required)
Ability to prioritize and reallocate workload in a dynamic, deadline-focused environment (required)
Experience working with customers and remote sales teams (required)
Ability to set appropriate and realistic expectations, both internally and externally, regarding transaction conditions and turn times (required)
Maintain and update pipeline activity, as needed, through online sales management tool to produce a timely and accurate forecast (required)

Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Client Relationship Specialist

Key skills