Job Description - Lender I, SFG-Construction Equipment Finance
POSITION SUMMARY
Responsible for soliciting, developing and funding loans to new and existing Specialty Finance Group (SFG) clients.
ESSENTIAL REQUIREMENTS
Responsible for actively soliciting and developing new customer relationships in assigned market areas.
Responsible for managing the ongoing Sales relationship, funding, and boarding loans, and other ongoing client services and administration.
Drives and manages the portfolio growth, depository targets, and credit quality of existing accounts to ensure departmental targets and goals are achieved by working in a collaborative manner with Value Stream Team members.
Works with Deposit Officer, Credit, Loan Operations, and Accounting teams in establishing new client relationships and servicing of existing clients.
Attends to the individual needs of SFG clients seeking loans, evaluates the financial condition of the client, the value of the pledged collateral, and the client’s management effectiveness and competency.
Identifies opportunities and promotes cross selling opportunities by actively engaging other areas of the bank (Deposit, SBA, WAS, Insurance, etc.) to deepen the relationship.
Develops, maintains, and executes the Pipeline Report and follows up on all prospective clients.
Actively utilizes InSight (Salesforce) system by populating new client leads, referrals, opportunities, and maintains a daily follow up on all tasks for prospective and existing clients.
Must have valid driver’s license.
Completes all compliance training related to the position.
Understands all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
Two (2) to three (3) years’ experience preferred or equivalent experience in a related field preferred.
Prior experience in commercial equipment finance (i.e., auto, aviation or heavy equipment) preferred.
Proven record of new business generation.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Ability to handle multiple tasks in a fast-paced environment.
Well developed verbal and written communication skills.
Ability to travel frequently to off-site locations for customer visits, prospecting, inspections, auctions, meetings, projects, seminars, etc., as well as ability to travel overnight.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
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