Equipment Finance Resume Samples

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H Walter

Hollie

Walter

6620 Sean Grove

Dallas

+1 (555) 778 7917

6620 Sean Grove

Dallas

Phone

p +1 (555) 778 7917

Experience Experience

New York, NY

Equipment Finance

New York, NY

Ankunding Group

New York, NY

Equipment Finance

Responsible for managing the Equipment Finance’s documentation team in support of transaction volume
Manages the documentation portions of the deal flow of the business, ensuring that all processes are completed within guidelines and customer satisfaction rates are high. Directs the preparation of lease documentation and close transactions generated by the business unit
Drives the timely booking of deals in order to support efficient funding of transactions
Supervises systems implementation and training, data migration, and workflow movement relating to the documentation process
Streamlines processes, continuously refreshes the process improvement roadmap, and ensures that policies, procedures and guidelines are well documented
Works closely with other departments to effectively and efficiently close transactions
Works closely with other department heads to establish broad plans and policies that affect all areas of the company

Detroit, MI

Equipment Finance Credit Analyst

Detroit, MI

Schamberger, Johnson and Schaden

Detroit, MI

Equipment Finance Credit Analyst

Provide support of credit request risk management by validating underwriting, policy compliance and risk assessments on credit request packages to be submitted for co-approval or approved by Relationship Managers. Ensure packages are complete, accurate and thoroughly documented
Manage data integrity of risk grading inputs and outputs by confirming current and adequate information has been utilized and proper primary source of repayment has been identified
Analyze loan and lease structure options and provide recommendations
Provide monthly monitoring of portfolio credit performance including delinquencies and reserve positions
Participate in the relationship risk management process through preparing thorough and accurate loan review packages, conducting timely covenant compliance, and completing special reporting/assessments that adhere to BB&T policy. Take ownership of action items agreed upon in regional loan review committee to ensure execution
Assist in portfolio risk management by completing third party reporting initiatives, specified quarterly and annual reports, and risk management special projects
Conduct complete credit analyses including gathering, analyzing and interpreting all types of credit and industry information on existing and prospective customers

present

San Francisco, CA

Equipment Finance Portfolio Manager

San Francisco, CA

Steuber-Lockman

present

San Francisco, CA

Equipment Finance Portfolio Manager

present

Partner with Relationship Managers
Manage and/or mentor and train junior Equipment Finance Group (EFG) teammates
Support and assist other EFG teammates as workload dictates
Keep informed of current economic conditions and legislation which may affect customer relationships and the Commercial Line of Business
Work as a member of the EFG’s Credit Delivery Team in conjunction with Relationship Manager, Credit Officer, EFG Operations Manager, EFG Director, etc
Work under direct supervision of the EFG Operations Manager and as a partner with Relationship Managers RMs
Provide assistance in working with the RM to structure and underwrite new loan and lease requests

Education Education

Bachelor’s Degree in Business

Rowan University

Bachelor’s Degree in Business

Skills Skills

Educate the customer by demonstrating an in-depth knowledge of the features, benefits and applications of available products and services
Solid knowledge of financial concepts
Highly organized with strong multitasking skills
Proficiency with MS Office software applications
Strong verbal and written communication skills
Customer/client industry knowledge
In-depth industry knowledge and networking presence; in-depth understanding of the market and competitive landscape
Knowledge of other bank products beneficial
Demonstrate macro level knowledge of credit risk policy and internal credit ratings to determine client’s creditworthiness
Strong Communication Skills

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15 Equipment Finance resume templates

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Deposit & Treasury Solutions & Equipment Finance Resume Examples & Samples

Deliver financial and business “In Sight” advice through a differentiated value proposition. Present solutions that clearly articulate the benefits and advantages to the client. Help the client to understand alternatives, navigate and implement proposed solutions. Identify opportunities and refer clients to RBC partners to meet the client’s broader advice needs
As part of the CFS Relationship Team, works with colleagues to execute a coordinated client contact strategy as guided by the Commercial Account Manager (CAM)
Ensuring sales, customer management and product knowledge in cash management and foreign exchange matches the portfolio complexity
Focus on getting work right the first and take appropriate action in response to coaching to close gaps identified through operational, and compliance reviews and observational coaching and reporting

Equipment Finance Specialist Resume Examples & Samples

Review, understand, leverage insight from our commercial colleagues and actively contribute to the client’s/active target's financial circumstances as a valued member of the RBC relationship team
Demonstrate commitment to take ownership of client problems at first point of contact ensuring the escalation process is followed as per problem resolution protocols
Provide product knowledge training to the Commercial Account Management team ensuring they have the product knowledge necessary to opportunity spot and qualify equipment finance and leasing referrals
Deliver financial/business advice through relating skills and presentation of options with a recommendation that clearly articulates the value to the client
Ability to consistently meet and exceed sales targets
Experience in Commercial Financial Services in a senior relationship management role
Understanding of RBC's equipment finance offering from previous relationship account management experience considered an advantage
Ability to read and analyze financial statements
Proven ability to develop strong business and industry networks
Team skills/ability to collaborate with others required
Innovative and global mindset

Equipment Finance Credit Analyst Resume Examples & Samples

Bachelor's degree, or equivalent work experience
10 or more years of experience in credit analysis and/or lending activities
Two or more years of supervisory experience
Considerable credit analysis and analytical skills
In-depth knowledge of risk analysis

Equipment Finance Credit Analyst Resume Examples & Samples

Seven or more years of experience in credit analysis and/or lending activities
Advanced credit analysis and analytical skills
Thorough knowledge of credit administration, policy and procedures

Senior VP Equipment Finance Resume Examples & Samples

Develop and execute strategies for middle-market customers to drive growth, retention and profitability of accounts and optimize market penetration
Drive wing-to-wing sales process including customer prospecting, lead generation, making sales calls, analyzing data, preparing proposals and credit packages, negotiating price or other terms, and coordinating on-boarding and ongoing relationships with customers
Drill down on data in the internal and outside sales databases to identify and prioritize corporate prospects and their decision makers
Prepare proposals, lead meetings and actively assist in analyzing prospects needs and structuring solutions
Develop, review and present financial models to assess operating performance, valuation and appropriate capital structure of selected prospects
Responsible for coordinating interactive idea generation dialogue with key GE groups including capital markets, Industry research team & marketing
Prepare and present analytical materials (as necessary) to their prospects to articulate strategic or financial rationale supporting investment proposals
Partner with cross-functional teams to facilitate the execution of deals. (with doc closing and risk underwriting)
Must be willing to travel up to 90%
Must be willing to work out of one of the GE locations ( Dallas or Houston , TX)
MBA preferred
Graduate of a GE Leadership Program
Strong analytical skills to evaluate data, formulate accurate conclusions and develop action plans
Demonstrated ability to build and foster relationships with senior management internally and externally
Team player with proven ability to execute in a dynamic environment
Knowledge of corporate and industry financial analysis
Working knowledge of industry related risk, tax and legal principles
Knowledge of lease structures and processes

Equipment Finance Division Account Manager Resume Examples & Samples

Assist with any transactions as directed by the National Account Manager, BDO, or Businss Unit Manager
Make outbound calls to targeted vendors and help develop business relationships
Provide sales administration support to NAMs and BDOs to allow them more selling time
Present thorough and clear credit packages to Credit Department
Maintain full territory responsibility when NAM and/or BDO is out of-office
Identify industry marketing trends and make recommendations for action
Represent interests in scrutinizing lower tier vendors or customers
Negotiate lease pricing and structures that are acceptable to the Business Units
Evaluate and assemble financial statements for presentation to the Credit Department
Assist with planning and preparation of trade shows where applicable
Attend trade shows as budget allows
Enter credit applications in Equip

Equipment Finance Senior Account Executive Resume Examples & Samples

Responsible for the achievement of aviation loan profits, territory growth and customer satisfaction objectives by developing new loans and lease related business with current and prospective customers
Work with high net worth individuals and businesses from small entrepreneurs to the most sophisticated large customers providing solutions for their aircraft financing needs
Develop new relationships with aircraft owners in your assigned market
Provide guidance and leadership by assimilating and contributing a substantial level of knowledge regarding the competitive environment, market intelligence, and general industry trends that impact the leasing, financial services as well as your customer's industries
Bachelors Degree in Business with a finance or marketing/sales concentration
Completed a minimum of 7 years of credit/lending/financial sales experience preferably within the aviation industry
Ability to solve complex problems
A high level of knowledge regarding lease-specific credit, tax, accounting, and equipment related issues
Excellent communication skills both written and verbal
Ability to negotiate and close the sale

Credit Manager Macquarie Equipment Finance Resume Examples & Samples

Develop and be responsible for a growing credit team in Toronto to support the growth of MEF's Flow business in Canada
Implement and monitor credit policies and procedures
Research, prepare deal approval applications and exercise a delegated credit discretion for all MEF Canada Flow transactions and be responsible for obtaining all relevant approvals by liaising with various centralized Risk Management authorities where required
Liaise between the business, introducer sources and Macquarie's centralized Risk Management Group to seek all relevant approvals
Provide ongoing monitoring of risks, exposures and limits for the Canada Flow portfolio
Provide industry or counterparty specific market analysis and outlook, forecasting likely impact of changing market conditions on counterparties operating environment
. Review and approve the accreditation of third party business sources in line with Macquarie policy and procedures
Provide support in evaluating, deciding and implementing business strategy for the Canadian region
Previous senior experience in both a credit and asset environment with significant exposure to leasing and asset finance
A background in leasing finance with experience in small ticket business platforms
Experience in managing and developing an effective and commercially orientated credit team
A thorough understanding of the Canadian equipment leasing market and participants
Strong analytical skills including credit, accounting and financial analysis
Refined negotiation and influencing skills
Flexibility, display commerciality and strong problem solving skills
A broad network of industry colleagues and peers
A hard-working attitude and the desire to succeed in a fast-paced and team-oriented environment
Excellent written and verbal communication skills, and be able to effectively tailor communications to a diverse range of business and technical stakeholder groups
The ability to work well under pressure to provide timely and accurate solutions to business opportunities and challenges
Demonstrated that they are capable of working in a team, adopting a flexible work approach
Excellent organizational skills and thrive in a busy environment
Displayed initiative, enthusiasm and commitment to a role

Senior Sales Associate, Equipment Finance Resume Examples & Samples

Working with assigned Sales team to determine appropriate financing products, terms and economics/pricing solutions and obtaining requisite internal approval to propose
Preparing formal Proposal letters for submission to clients and prospects
Prepare Prescreen summaries/credit submission memos to formally request proposal and credit approval, pre-and post-award
Request, organize and input deal and client information to formally submit each opportunity to the Equipment Management, Credit, Legal/Documentation departments
Understand pricing methodology and calculations in order to develop moderately complex pricing proposals, routing more complex transactions to the Pricing Analyst for completions
Participate in conference calls and client correspondence to remain current on the fluid deal proposal/award/credit/closing process and serve as the first contact for internal business partners
Staying organized and managing expectations while supporting multiple sales executives and numerous deals at any one time
Maintaining effective relationships and effective communication with internal business partners
Participate in special projects to aid with continuous improvement of internal processes and procedures
Stay abreast of all of the deals that the ASR is managing for each of the assigned sales reps. Intervene to address any problems or issues that may cause the deal to stall in the movement in the various workflow queues. Meetings are schedule throughout the week to discuss any issues encountered with the deals that the ASR is managing
BS/BA required (Concentration, preferably, in Finance/Marketing)
Three (3) to five (5) years of practical and related experience working in a Corporate/Commercial Banking or similar Financial Services business/industry
General knowledge of financial institution charters, practices and regulations
Preferred experience in a commercial lending/leasing business along with a basic understanding of tax and accounting aspects of lease finance products
Familiarity with financial statements and cash flow analysis
Excellent written, oral and interpersonal communication skills necessary to provide detailed information and professional correspondence to colleagues and clients

Credit Manager, TCF Equipment Finance Resume Examples & Samples

A Bachelor’s degree in Finance, Accounting, Business or related field, or previous work experience equal to a degree plus the requisite years of experience is required. Candidates with an MBA would be preferred
A minimum of 7-10 years credit underwriting experience and prior credit approval authority is required. Candidates with previous equipment leasing experience would be preferred
Previous management/supervisory experience in a related position is required
Must be able to demonstrate proficiency with the following skills

Macquarie Equipment Finance Credit Administrator Resume Examples & Samples

Loading credit applications into the front office system
Liaising with introducers to obtain any missing information
Preparing files for submission to credit including pulling relevant reports, checking systems for existing exposure and other online checks
Assisting in completing required Anti Money Laundering (AML) and Know Your Customer (KYC) checks
Communicating decisions to introducers
Supporting other members of the team in areas such as filing and sending out welcome packs when workload allows

Caf Equipment Finance Internal Account Manager Resume Examples & Samples

Provision of telephone based sales support for Brokers
Achieve agreed sales targets and KPI's in terms of volume and conversion levels
Attend external and internal Broker meetings
Assistance in the production of quotations, credit applications, & documentation checks
Proactively manage by telephone Brokers within an agreed contact strategy to review performance via management information,
Partner with operations and risk in assisting with issues where appropriate
Account manage Broker relationships proactively by telephone, and to develop incremental business opportunities
Create and distribute management information on a monthly basis to the Brokers
Work with colleagues across the business to deliver the goal of increased volume and conversion levels for the division whilst maintaining a focus on customer service

Project Manager, Equipment Finance Resume Examples & Samples

Experience leading small projects/ initiatives
Experience in an operations environment
Experience conducting operational reviews and implementing change
Proven experience in a leadership role
Ability to Works with Both Formal and Informal Systems to Influence Situations

Equipment Finance Regional Account Executive Resume Examples & Samples

Maintain a scheduled calling program with clients and prospects to develop selling of Equipment Finance (EF) and other Bank services. Identify and address areas of competition, as well as potential new markets in assigned area that would maximize the volume and earnings of the direct regional EF portfolio
Target calling efforts directed towards Chief Financial Officers (CFOs) of privately-owned or publicly-owned companies with revenues of $3MM - $250MM
Structure equipment transactions ranging from $250k - $7MM to meet tax, accounting or asset management demands of client. BB&T EF may act as sole investor, as lead syndicator or participant
Work with Relationship Manager on Bank referrals to structure proposed transactions, obtain approval, endorse the transaction and close the transaction. Work directly with the co-approver, as needed
On non-Bank referrals, qualify the client, work in conjunction with packaging team to structure, sell and close the transaction. Work directly with the co-approver, as needed
Ensure Perfect Client Experience (PCE) to current EF clients within assigned Bank territories by profiling, generating new leases, and replacement of old leases. Lead call with the product or service that is most appropriate to the client's situation based on knowledge of business, with emphasis on leasing
Attain or exceed annual assigned budgets for volume and fees
Analyze client's financial information available through company systems to effectively analyze risk information of client's equipment financing strategy
Manage all financing opportunities in Salesforce.com, keeping personal pipeline current as to the stage of movement within the pipeline and keeping the file up-to-date on the next items to be completed
Attend Bank meetings within major cities in assigned regions to provide training and make joint calls where appropriate and needed
Five years of combined experience in finance or middle market sales
Proficient in most aspects of finance; proficient in managing middle market relationships
Possess good personal, verbal and written communication skills, plus organizational capability
High energy with a strong desire to succeed in adverse situations
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Demonstrated competency with tax and accounting rules related to leasing, coupled with current knowledge of recent tax law changes and impact on potential clients
Understand and embrace the ten core values of BB&T

Commercial Portfolio Manager Ii Equipment Finance Resume Examples & Samples

Supports the Department Manager, Team Leader, and/or Relationship Managers in their sales and credit underwriting efforts including industry and company research, Blue memo preparation and assisting in the sales proposal process, including accompanyingthe Relationship Managers on customer and prospect calls, and various other sales/customer oriented projects
Completes all requirements of loan bookings, to include all preparation, review, documentation and filing
Develops a working knowledge of all customers, businesses, and prospect opportunities
Responsible for all loan document preparation, including third party document coordination, completion and review
Collects and reviews all required collateral information
Reviews current account status, to include but not limited to, Past Due accounts and Notes Matured. Makes appropriate recommendations for these accounts
Supports the Relationship Manager in monitoring on n on-going basis information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. This will consist of but not be limited to statement, covenant andinsurance tracking, Dual Risk Rating updates, and Admin Loan Status Report updated and other commercial scorecard items

Records Mgmt Associate Tcf Equipment Finance Minnetonka Resume Examples & Samples

Support and maintain a basic document control and records management system
Responsible for all aspects of document imaging. Prepare or review documentation/scan sheets prior to imaging. Image transaction, follow up and post-booking documentation into document storage system. Perform quality control checks on imaged collections
Participate in implementing procedures for security, tracking, storage, and retrieval of hardcopy collections. Includes determining criteria to maintain files on site and when, what, where all off-site files will be stored
Coordinated planning and implementing file integration
Create folder labels according to established classification system(s)
Facilitate document exception/deficiency procedures. Work with manager to refine reports to effectively track exceptions/deficiencies. Create letters from templates for follow up with lessee/debtors. Develop process to ensure that all exceptions/deficiencies are checked into the system properly
Perform other projects and initiatives, as required, in order to enhance the effectiveness of the operations team and contribute to continuing improvement of overall company performance
Ability to coordinate projects, assessing priorities and meeting deadlines
PC skills
Solid customer service skills
Associate’s degree in business or related field or equivalent work experience
Previous records management experience
Previous experience in an office/business environment

Senior Sales Assoicate, Equipment Finance Resume Examples & Samples

General knowledge of banking
Basic understanding of sales concepts and processes
Experience in creating and maintaining client relationships
Strong written and verbal communication and presentation skills
Advanced computer skills (Excel, Power Point, Word, etc)
Ability to juggle multiple projects, co-ordinate work and establish priorities

Equipment Finance Credit Analyst Resume Examples & Samples

Provide support of credit request risk management by validating underwriting, policy compliance and risk assessments on credit request packages to be submitted for co-approval or approved by Relationship Managers. Ensure packages are complete, accurate and thoroughly documented
Manage data integrity of risk grading inputs and outputs by confirming current and adequate information has been utilized and proper primary source of repayment has been identified
Verify appropriate risk has been assessed utilizing existing risk grading process, systems, tools and guidance. Confirm that final risk grade is consistent across all systems
Inspect electronic and physical credit files to ensure adherence to BB&T Policy
Review and update loan systems information to ensure collateral and code accuracy
Participate in the relationship risk management process through preparing thorough and accurate loan review packages, conducting timely covenant compliance, and completing special reporting/assessments that adhere to BB&T policy. Take ownership of action items agreed upon in regional loan review committee to ensure execution
Assist in portfolio risk management by completing third party reporting initiatives, specified quarterly and annual reports, and risk management special projects
Support Senior Credit Officer in administration of business portfolio of Region in order to achieve desired results of quality, profitability and growth
Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, and banking in general
Bachelor's degree in accounting, business or equivalent education and related training
Three years of experience in banking industry or related work experience
Experience with spreadsheet and word processing applications
Above average verbal and written communication skills
Understanding of financial and cost accounting principles
Proficient in the use of Microsoft Office desktop applications and Commercial Loan Platform (CLP)
Ability to travel as needed, occasionally overnight
Graduate degree in finance, accounting or economics
High degree of quantitative analysis skills
Strong knowledge of Bank's deposit and payments products

Field Account Manager Equipment Finance Technology Resume Examples & Samples

Achieve all account targets, including but not limited to sales volumes, financing margin, sundry performance, lease penetration
Deliver the appropriate account coverage together with the Fulfillment team to ensure optimal resourcing for all leasing proposals and enquiries. Maximise utilisation of iManage, Kudos & other business tools by providing training & ongoing support, utlisiing GE knowledge & such tools to drive growth
Attend trade events within the UK to build understanding of the Technology market and to gain exposure to the wider Reseller community in this arena
Engage with the Resellers` leadership teams; regularly meeting them at their offices, attending sales meetings and sales 1:2:1’s
Develop leasing strategy and implement business plans to increase volume and lease penetration. Hold monthly Business Reviews with key Reseller contacts reviewing lease performance and developing growth action plans
Identify, qualify and develop new or unexplored opportunities within existing and new end user customers- Drive lease penetration by understanding the drivers of a key partner and building a joint plan to drive lease penetration-Discuss and structure financing opportunities directly with end-users. Convert cash customers to lease.-Provide detailed forecasting and be responsible for driving and measuring KPI's (props, conversion, volume etc)
Assist Resellers (through accompanied sales visits) with large value transactions and ensure that relevant GE expertise is employed as required to support in closing formal bids, tenders and structured transactions
To present business in line with the Risk, Legal and Operational requirements and make proposals for process and policy modification where appropriate
Develop and maintain strong working relationships with internal support functions based on the principles of comprehensive Relationship Management
Takes reasonable steps to ensure appropriate controls are put in place for the function and that it is organised so it can be controlled effectively. Observes proper standards of market conduct. Deals with regulators in an open and co-operative way and must disclose appropriately any information of which the FSA would reasonably expect notice
Proven experience in developing and growing business through excellent relationship management
Should be able to demonstrate ‘edge’ through an ability to interpret and analyse customer business information including financial statements, business plans, and strategies
A thorough understanding of credit & underwriting to enable lead taking on credit IAR submissions on large value transactions & credit lines
Self disciplined and motivated
Creates an external focus that defines success in market terms

AVP Equipment Finance Operations Resume Examples & Samples

Examines all lease and loan documentation (including restructured and non-accrual), and applicable pricing models to ensure all transactions are booked properly, billed correctly and amortization/stipulated loss value schedules are accurate
Calculates, quotes and processes customer requests for early termination and prepayment through careful review of lease and loan documentation, coupled with the business’ accounting system
Approves daily cash posting. Assists with clearing and resolving differences including working with customers and syndication partners
Creates gain/loss reports for partial and full terminations of equipment within the portfolio
Prepares reports for other departments, internal management and/or external regulatory agencies
Interprets documentation on syndicated transactions to initiate wire payments to investors, and reconciles investor GL
Reviews ACH payments for customers and ensures billing accuracy prior to submission
Makes recommendations to improve, streamline or eliminate processes or procedures within the business
Continually evaluates, develops and implements processes to identify and clear reconciling items
Partners with other departments to resolve items
Complies with all applicable federal and state regulations
Complex lease accounting and operations processes
Complex lease and loan documentation and how transactions impact the general ledger
20150902

Equipment Finance Client Representative Resume Examples & Samples

College degree or equivalent work experience necessary
Two to four years related work experience. Preference is given to a paralegal or prior legal experience
Proficient with Microsoft Office Products including Word and Excel
Excellent analytical and problem solving skills needed
Infolease and AFS experience desired
Strong Customer Service Orientation

Equipment Finance Specialist Resume Examples & Samples

Deliver financial and business advice through a differentiated value proposition. Present solutions that clearly articulate the benefits and advantages to the client. Help the client to understand alternatives, navigate and implement proposed solutions. Identify opportunities and refer clients to RBC partners to meet the client’s broader advice needs
Help the client with new or emerging issues that will impact their business by providing the client with unique, valuable insights on the client’s industry, business or market
Take responsibility of client problems at first point of contact engaging appropriate partners to effectively resolve the problems
Subscribe to a professional service standard for responding to clients and colleagues, returning voice mail and email and use business etiquette in your communications, including outbound voicemail message, and electronic correspondence
As part of the CFS Relationship Team, works with colleagues to execute a coordinated client contact strategy as guided by the CAM
Develop and manage a personal development plan that ensures skills/knowledge/ accreditations are up-to-date and meet position requirements
Ensuring sales, customer management and product knowledge in equipment finance products and financing options are at an appropriate level for the portfolio complexity
Accountable for respecting, understanding and reinforcing role clarity with team members and across the enterprise including CAM, AAM and EFSC partners
Commercial Financial Services in a relationship management role
Demonstrated sales success. Ability to consistently meet and exceed sales targets

Equipment Finance Direct Corporate Account Executive Resume Examples & Samples

Maintain a scheduled calling program for vertical responsibilities with local clients and prospects to develop marketing of Equipment Finance (EF) services. Identify and address areas of competition, as well as potential new markets to maximize volume and earnings of the large corporate EF portfolio
Attain or exceed annual assigned budgets for volume and administrative fees
Develop and execute a marketing plan focused on winning new client relationships, specific to industry expertise or geographical assignment
Work effectively with the Syndication group to maximize transactions available for sale to strategic investor partners
Coordinate the delivery of BB&T EF products to target clients and prospects of BB&T Corporate Banking and Capital Markets teams
Gather and distribute all necessary financial and equipment information to facilitate transaction processing
Bachelor's degree or equivalent education and related training
Twelve years of combined experience in finance or corporate sales
Highly-skilled and proficient in most aspects of finance; proficient in managing large and complex corporate relationships
Knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and capital markets solutions
Demonstrated time management and leadership skills
Excellent personal, verbal and written communication skills and organizational capability
Grasp complex credits clearly; insightful in all aspects of finance
Possess an innovative, courageous approach to problem-solving and market analysis
Possess a high standard of personal accountability in meeting assigned sales objectives
Ability to review and comprehend complex client financial statements
Ability to use Salesforce.com to accomplish and record tasks
Demonstrated competency with tax and accounting rules as they pertain to leasing, coupled with current knowledge of recent tax law changes and their impact on potential clients
Strong relationship interaction utilizing Integrated Relationship Management (IRM) with the Bank-owned products and services for assigned territory or vertical
Solid coaching and mentoring skills for interaction with Corporate Bankers and Capital Markets
Understand and embrace the Perfect Client Experience (PCE)

Equipment Finance Documentation Manager Resume Examples & Samples

Review and prepare complex lease and loan documentation in accordance with Credit Approval Report (CAR) requirements and BB&T Equipment Finance (BB&T EF) documentation standards
Review complex third party lease and loan documentation to ensure third party documentation meets BB&T EF documentation standards
Review and prepare lease syndication documentation in accordance with investors' documentation standards
Effectively communicate and negotiate with external clients to deliver a high quality client service experience while maintaining BB&T EF documentation standards
Meet external and internal client deadlines for transaction closings
Make sound decisions regarding documentation exceptions
Resolve external client service issues that arise during the lease term
Supervise, instruct and manage other team members
Five years of related equipment leasing experience
Understanding of complex lease/loan transaction structures and the resulting differences in documentation requirements
Proven track record of high quality external client service
Working knowledge of Microsoft applications
Experience with lease syndication documentation
Experience in a client service call center
General understanding of lease pricing software, i.e. Super Trump or Infoanalysis
Experience working with lease accounting software, specifically Infolease, Profinia or Rapport
Managerial responsibilities

Business Banking Equipment Finance Resume Examples & Samples

Enhance client and industry relationships, generate sales opportunities and tailor superior solutions
Develop lasting relationships with Business Banking management, client managers and credit product officers to maintain marketing access to their clients and prospects
Educate the customer by demonstrating an in-depth knowledge of the features, benefits and applications of available products and services
Demonstrate macro level knowledge of credit risk policy and internal credit ratings to determine client’s creditworthiness
Develop and foster mutually beneficial relationships with industry contacts including dealers, brokers, insurers, and component suppliers
Establish credibility so as to be viewed as a trusted business advisor within the client organization and industry network
7-10 more years of direct sales experience in the financial services industry; preferably in equipment finance and leasing

Business Banking Equipment Finance Resume Examples & Samples

10+ years of experience within the financial services industry, preferably in equipment finance and leasing with a proven track record; 3-5 years of proven sales management experience. Experience in relationship management, credit, legal/contracts, finance, accounting, pricing and documentation preferred
In-depth industry knowledge and networking presence; in-depth understanding of the market and competitive landscape
Broad and deep knowledge of all key aspects of leasing including relationship management, credit, structuring, pricing, accounting, finance, tax and documentation
Proven leadership/management skills
Effective communicator/motivator
Proven ability to build partnerships; builds collaborative relationships with peers, associates, management and clients
Proven ability to build client driven environment; consultative finance expert
Proven client credibility; viewed as a trusted business advisor
Excel at Risk/Reward Equation
Recruit and grow great talent
50% travel
Location – Los Angeles

Equipment Finance Resume Examples & Samples

Responsible for managing the Equipment Finance’s documentation team in support of transaction volume
Manages the documentation portions of the deal flow of the business, ensuring that all processes are completed within guidelines and customer satisfaction rates are high. Directs the preparation of lease documentation and close transactions generated by the business unit
Responsible for the quality and integrity of the portfolio by ensuring that documentation is accurate and complete, EF’s liens are properly perfected and/or equipment ownership has been established, credit and equipment management approval conditions, and customer service standards are adhered to, and appropriate policies and procedures are enforced
Drives consistency, efficiency and simplicity in documentation processes. Leads documentation team in communicating direct and 3rd Party deal status to appropriate internal and external stakeholders on a consistent basis
Drives the timely booking of deals in order to support efficient funding of transactions
Supervises systems implementation and training, data migration, and workflow movement relating to the documentation process
Streamlines processes, continuously refreshes the process improvement roadmap, and ensures that policies, procedures and guidelines are well documented
Works closely with other departments to effectively and efficiently close transactions
Works closely with other department heads to establish broad plans and policies that affect all areas of the company
Develops broad functional or cross-functional objectives and strategies for the .group
Presents company capabilities and initiatives to key audiences and advises executive management of business progress
Manages outside counsel assignments and working relationships for the Equipment Finance business
Attracts, retains and develops highly talented staff to support these efforts for the business
Ensures that there is optimal distribution of workload
Ensures that all corporate and internal policies are followed
Establishes relationships in the external markets as necessary to support these capabilities
Develops and implements measurable success criteria for all areas of the documentation team
Directs continuous process improvement initiatives with the documentation team and provides solutions as appropriate
Keeps abreast of new technologies and their implications on the business
“LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
20160304

Equipment Finance Senior Indirect Originations Specialist Resume Examples & Samples

Provide preliminary review of credit for all transaction submittals from designated sources
Review pricing and transaction structure for given transactions that are presented for designated sources whilemaintaining integrity of Equipment Finance Target Market Definitions and Risk Acceptance Criteria
Prepare preliminary paperwork required for both prescreen and awarded transactions for review and approvalby BBTEF and/or BB&T Risk Management
Review transaction documentation for consistency with BBTEF documentation and verify transactioneconomics maintain BBTEF’s expected return criteria
Negotiate transaction documentation, as required
Assist with processing of portfolio acquisitions
Maintain relationships with designated sources
Effectively manage awarded transactions within BBTEF to successful closure
Interface with designated sources and assist as needed on mid-term or end of term issues that arise on indirect sourced transactions
Bachelor’s degree, or equivalent education and related training
Five years of experience in indirect origination of middle and large ticket equipment lease transactions
Proficiency in structuring and pricing leases with strong knowledge of lease products and corresponding tax andaccounting ramifications
Strong documentation proficiency
Ability to recognize and resolve issues with transactions as they arise
Ability to manage the transaction process effectively both internally and externally
Ability to work with others to achieve a common goal
Ability to understand and analyze basic financial statements
Ability to use Supertrump and other related pricing software, Salesforce.com and LeaseWave
Master’s degree in Business Administration or Juris Doctorate
Ten years of experience in the leasing industry
Direct sales experience

V.P Equipment Finance Resume Examples & Samples

Market leadership, building close alignment with CFS partners and supporting Business Financial Services key priorities
Achieve business result through sales and market leadership, implementation of strategic direction and representation across the region
Works in partnership with Commercial Financial Services Sales teams to implement strategies, processes and disciplines to deliver high quality financial advice and relationship management for clients with equipment finance needs
Conduct effective sales management routines tailored to bring value to team members, maintaining a forward looking view focusing on key behaviours and activities to move sales opportunities forward and close business
Coach and influence your sales team to pro-actively grow existing relationships, acquire new clients and building client loyalty through financial advice
Represent and promote the RBC brand in the marketplace by participating in bank events and the local business community
Lead by example building a network of clients, external industry and business contacts to identify and generate new business opportunities
Enhances employee commitment and capability and client loyalty by leveraging the full RBC Financial Group capabilities, including specialized sales forces, alternate delivery channels and service partners

VP Commercial Banking, Equipment Finance Resume Examples & Samples

An undergraduate degree
Focal areas of finance, economics, or accounting preferred.CPA or MBA or equivalent experience in finance, accounting and business law
6-10 years of relevant experience in negotiating and structuring financial transactions
Minimum of 6 years in financial services industry experience in a corporate lending environment developing business
This position requires Credit Qualification
The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies and Procedures
Formal credit training and prior lending authority
Relevant Business Services Sector experience is highly desired
Credit analysis experience/ understanding
Good knowledge of BMO's lending and portfolio management policies and objectives
Excellent abilities in business development and cross-selling success
Highly developed written and oral communication skills including the ability to write clear, concise and cogent credit correspondence
Exceptional analytical skills
Expertise in financial computer applications and database management tools including Microsoft Excel
Strong proficiency in other Microsoft Office products and the Internet
Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building
Ability to advocate persuasively
Ability to work under limited supervision
Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities
Proven abilities in managerial and leadership skills

Equipment Finance Resume Examples & Samples

Documentation, closing and booking of lease and loan transactions
Ensuring credit approval requirements and key concerns of other internal stakeholders are appropriately dealt with during transaction evolution and reflected in the final documentation
Effectively manages multiple transactions in order to meet or exceed customer and/or investor expectations
Demonstrates a thorough understanding of equipment lease and loan documentation, various transaction structures, pricing, and lien/ownership perfection requirements
Demonstrates a thorough understanding and working knowledge of lease accounting systems input/booking and workflow movement relating to the documentation process
Ability to participate in process improvement initiatives and recommends potential solutions as appropriate
20160425

Equipment Finance Specialist Resume Examples & Samples

Sales and revenue (new and existing clients) - prospecting/lead generation, sales meetings/discovery sessions, sales planning/reviews, internal/external presentations
Service – creating an exceptional client experience and being accountable when any major client issues and/or escalations arise
Training – personal development, formal and informal learning
These critical capabilities are a must: financial, sales and relationship acumen. Detailed descriptions are supplied in the Position Mandate Document (PMD)

Equipment Finance Division Application Processor Resume Examples & Samples

Input credit applications for all Business Units within Equipment Finance Division into origination system with high accuracy
Review and clear pre-credit exceptions on applications in a timely manner by obtaining additional information sales or other sources
Scan/upload documents to the customer and applications files in the business processing system in a timely manner
Notify appropriate sales teams of uncleared pre-credit exceptions and/or missing information preventing applications from advancing through the credit process
Pull customer credit bureau reports when system requires it
Process vendor qualifications - including pulling credit bureau reports, completing vendor qualification forms, and setting up dealers in business processing system after approval
Associate’s Degree in Business Administration, Accounting or Finance
Personal computer skills in MS Excel, MS PowerPoint, and MS Word
Administrative/Technical Skills - Ability to work in a cross-functional, collaborative team environment with various program and business unit managers in EFD

Booking Specialist Equipment Finance Group Resume Examples & Samples

Use of document management software (FORTIS/iMagio)
Break out of assets on escrow related transactions, Renewals, Contract Maintenance, Depositions and Contract Payments
Teaming with offshore partners
Accounts Receivable/Accounts Payable – Syndicated Transactions

Chase Equipment Finance Associate Product Specialist Resume Examples & Samples

Support Territory Managers in identifying, structuring, pricing and closing finance transactions for existing bank clients and prospects
Facilitate relationship with Bank Credit Underwriters within assigned market coverage responsibilities
Assist Territory Managers in performing portfolio reviews with all assigned Client/Relationship Manager's in order to identify customers/prospects with "high probability" for product sales
Track opportunities through the pipeline stage through closing/booking
Must be able to work independently and some travel is required
Bachelor's degree or equivalent work experience required
3+ years in leasing sales or equipment finance
Good communication, negotiating and credit skills
Strong knowledge of equipment financing products as well as industry standards and regulations
Firm grasp of PV calculations, financial analysis and lease/finance pricing models

Senior Analyst TD Equipment Finance Resume Examples & Samples

Support the sale team in booking new business for example by preparing competitive credit packages in a timely manner
Effectively use CARMA Sales and CARMA Credit
Contribute to meet or exceed annual sales, revenues, & new customer objectives
Make recommendations on credit decisions to the AVP Credit
Renew credits in a timely manner, meeting targets for expired credits
Be knowledgeable in accurately applying credit assessment tools (Moody's, FRR, Dep'n tables, equipment analysis, etc.)
Oversee the management of accounts to ensure they are appropriately monitored
Ensure appropriate credit approvals are in place and prefunding conditions are met prior to allowing draws
“Deliver the Bank” by recommending, introducing and referring appropriate TDBFG Business Partners and Products
Embrace and promote a positive environment that supports a diverse workplace
Actively participate in the performance management process including performance reviews, feedback and coaching sessions as well as performance and development discussions

Equipment Finance Documentation Manager Resume Examples & Samples

Provide leadership in the Documentation Area of Equipment Finance
Manage and lead two documentation teams with two managers and 16 Document Closers
Mentor and provide industry expertise; provide continuous training and education
Subject matter expert - Lease structures and associated documentation standards and requirements in at least 2 transaction structures
Authority to approve structure and documentation variances within specified range
Monitor own pipeline and manage to client expectations (Lessee / Borrower, Sales, Credit and senior management)
Participate in maintaining closing policies and develop new ones as deemed necessary in conjunction with legal, credit, sales and accounting
Effectively communicate purpose of deal structures and associated legal terms
Field structure and legal concerns between client (Lessee / Borrower, 3rd party and appropriate internal authority)
System and process expert

Equipment Finance Direct Specialist Resume Examples & Samples

Winning new to NAB Equipment Finance, and specialised sales clients via an outbound calling program
Proactively targeting existing NAB clients to promote the products and services of Equipment Finance and Specialised sales
Identifying and promoting opportunities to increase our market share, client satisfaction and business revenues through our strategic client services
Building and maintaining strong internal relationships within Equipment Finance Teams, Specialised Sales Teams, Business Bankers, and other relevant business partners
Assisting customers & bankers through the end to end Equipment Finance on boarding process
Maintaining Specialised Sales' professional standing within the community and within NAB amongst key stakeholders
Assisting the Equipment Finance Direct Team in achieving our team revenue plan
Assisting the Equipment Finance business in achieving financial success through open communication, active collaboration, efficient and effective delivery of our service proposition
Pricing and distribution of Equipment Finance products
Ensuring that client solutions are suitable for their situation through NAB sales methodologies and information gathering

VP Equipment Finance Portfolio Operations Resume Examples & Samples

Manage the complete cash application process. Responsible for reviewing and approving daily cash posting and check deposit processing. Assist with clearing and resolving differences including working with customers and syndication partners
Responsible for all customer invoice generation and delivery and accurancy of the processes and system projects associated with this. Manage the monthly collections process and assist with workouts as needed
Prepare and process wire payments for syndicated deal payments received and submit to Agency Services. Review ACH payments for customers and ensure billing accuracy prior to submission. Drive the processes and system projects associated with these functions
Manage the post-closing collateral and insurance tracking processes and the systems associated with these responsibilities
Ensure that the periodic processing of transactions does not impact the general ledger incorrectly. Research and resolve differences as appropriate
Work with other departments to resolve open items. Create new and modify existing processes as appropriate. Cross train other department members and serve as a backup for other lease accounting processes within the department
Understand complex lease accounting process and make recommendations to improve, streamline or eliminate processes or procedures within the business
20160624

Equipment Finance Inside Sales Manager Resume Examples & Samples

Manage Inside Sales personnel and supervise functional responsibilities of staff
Interact with other department managers (Credit, Contract Administration, etc.) to ensure strong efficiency and accuracy in processing transactions throughout the workflow
Document business procedures and review regularly to maintain compliance
Assist with the development and implementation of new programs to establish clear processes
Produce utilization analysis reports to optimally allocate resources
Act as escalation point for appeals of credit decisions and negotiations of counter-offers
Communicate with external dealers, customers, or program partners as necessary to cultivate relationships with the Inside Sales group
Ensure inside sales business process follows all compliance requirements including AML/BSA
Consistently monitor workflow and ensure service level requirements with respect to app entry, credit decisioning and documentation preparation are met or exceeded
LI-KJ1
Bachelor’s Degree in Business Administration, Accounting or Finance required
Master’s Degree Preferred
10 or more years of leasing and sales experience
3 Years of supervisory or managerial experience
Field of Experience - Leadership of a business team in a large multi-faceted financial services organization, i.e. strategic planning, team building, coaching and collaboration, decision making, communicating, and leading by example
Strong sales and customer service skills
Highly analytical skillset with financial statement knowledge
Excellent understanding of equipment leasing and vendor finance marketplace
Administrative/Technical Skills - Ability to work in a cross-functional, collaborative team environment with various department managers in areas of EFD and Bank of the West

Business Banking Equipment Finance Resume Examples & Samples

Superior understanding of typical business flows of a commercial financial institution-preferably finance company or bank
Customer/Client Relationship Management
Customer/Client Industry Knowledge
Proven Ability to Assess Customer/Client Needs
Strong Analytical and Financial Analysis Skills
Proven Negotiation Skills
Effective Presentation Skills
Ability to collaborate amongst team members and business partners
Extensive travel – 50%
Preferred location – Costa Mesa

Equipment Finance Resume Examples & Samples

Prepares narrative analyses or write-ups on prospect opportunities or on existing clients. Reviews all pertinent credit and financial information including: financial statements; tax returns; appraisals; projections; market demographics; and other material relating to the specific project. Determines the need for a more thorough investigation or additional information. Spreads and analyzes the financial data, and prepares a written summary, presents facts, and offers opinions concerning credit-worthiness
Assists with gathering documentation for the due diligence process and loan committee presentations
Provides recommendations to SVP Credit
Participates with Packagers on customer/prospect calls in gathering the required information to perform/complete the prospect screening write-up
Shares knowledge, ideas and information relating to risk management across the business
Complies with all applicable federal and state laws and regulations
Live by the Bank’s Mission Statement and practice the Bank’s Corporate Strategy

Equipment Finance Direct Corporate Account Executive Resume Examples & Samples

Maintain a scheduled calling program with clients and prospects to develop selling of Equipment Finance (EF) and other Bank services. Identify and address areas of competition, as well as potential new markets in assigned area that would maximize the volume and earnings of the direct corporate EF portfolio
Target calling efforts directed towards Chief Financial Officers (CFOs) of privately-owned or publicly-owned companies with revenues of $250MM+
Structure equipment transactions ranging from $7MM - $100MM to meet tax, accounting or asset management demands of client. EF may act as sole investor, as lead syndicator or participant
On non-Bank referrals, qualify the client, work in conjunction with EF packaging team to structure, sell and close the transaction. Work directly with the co-approver, as needed
Ensure Perfect Client Experience (PCE) to current EF clients within the assigned Bank territories by profiling, generating new leases, and replacement of old leases. Lead call with the product or service that is most appropriate to the client's situation based on knowledge of business, with emphasis on leasing
Analyze client's financial information available through company systems to effectively analyze risk information of client’s equipment financing strategy
Bachelor’s degree or equivalent education and related training
Excellent personal, verbal and written communication skills, plus organizational capability
Ability to use the Loan Pricing Model in conjunction with knowledge of transaction pricing for equipment and vehicles as it pertains to providing and assisting with lease quotations and proposals
Fifteen years of experience
Strong relationship interaction utilizing Integrated Relationship Management (IRM) with the local Bank senior leadership team, other Bank officers, clients, prospects and vendors
Solid coaching and mentoring skills for interaction with Direct Account Executives and Corporate Bankers

Regional Sales Manager Construction Equipment Finance Resume Examples & Samples

Developing leads through phone calls, emails, and networking
From leads, identify opportunities that fit our business model/scheme and from those opportunities, make proposals and secure business
Write written proposals, make quotes and communicate effectively with equipment dealers and end users
Negotiate terms consistent with SMFL policies and procedures
Close business effectively
Use of laptop computer – MS Suite of products plus TValue and use Sungard AAF lease management system
Prospecting: Dealer and Customer calls and visits
Closing/Documentation: making proposals and quotes, writing credit package documents, submitting to credit and assisting with questions
Meetings and Other Administrative Tasks
5 or more years of experience in a bank owned leasing company environment similar to SMFL
English (required), Spanish is a plus
Proficient in use of HP 12B or similar calculator for making lease and loan calculations
Communicate effectively and professionally (core sales techniques)
Effective Negotiation & Bargaining (closing on terms that favor SMFL)
Proficiency with our core systems (Sungard Lease Management system, TValue, White-Clark system, plus Microsoft Suite)
Travel required (air, train and auto) – domestic only
Will be requested to work out of a home office

Senior Manager, Equipment Finance Group Resume Examples & Samples

Desire to identify, direct and/or receive appropriate business referrals among other specialist groups within CWB (e.g. commercial and personal banking) to deepen client relationships and grow/diversify earnings for CWB Group
Exceptional verbal and written communication skills
Minimum 7 – 9 years financial services experience within functions of sales, risk management, banking and/or business lending
Utilize strong risk assessment skills to analyze, prepare, review and recommend loan structures to meet client needs within CWB’s credit risk appetite
Develop strong product knowledge and maintain collaborative team relationships to identify and execute on desired cross-partnering and referral opportunities across CWB Group
Support ongoing training and development of all team members through knowledge transfer and fostering an environment of continuous learning
Work effectively and collaboratively within a dynamic team environment with concerted focus on positivity, professionalism and productivity

Senior Account Manager, Key Equipment Finance Resume Examples & Samples

Prepare equipment finance, documentation packages in conformance with Credit approval requirements and KEF policies, procedures and risk management practices
Work closely with vendors, third parties and internal partners to advance assigned transactions to a closing event, including negotiation of documents, receipt/review of ancillary documentation including PO’s invoices, proof of payment, collateral descriptions, appraisals etc
Extensive interaction with client and vendor partners. Interactions primarily occur via phone and e-mail
Serve as a primary contact and support for internal sales while developing relationships to promote productive relationship with vendors
May serve as a Subject Matter Expert by providing direction to employees within the Business Unit on transactional questions as they arise
Provide administrative support of other KEF Account Managers who close transactions by performing a ‘second review’ of their checklists, documentation packages and pre-booking information to ensure accuracy and completeness of the information, and compliance with company policies and procedures
Equivalent work experience or college degree (preferred)
Strong technical expertise regarding equipment financing products, documentation (operation), pricing models, collateral perfection, sales/property tax rules and pre-booking systems entries
Demonstrated ability to collaborate and work well in a team environment
Comfortable working in a fast paced environment and ability to self-prioritize assignments
Proficiency with various systems and tools used in the business (i.e. Expresslink, Leasepak, Microsoft tools)
Ability to organize information, recommend solutions, communicate and collaborate with peers and managers
Strong verbal & written communication skills

Credit Analyst Equipment Finance Resume Examples & Samples

Understanding of the Small Ticket Leasing/Lending business
Understanding and experience working with Credit Scoring Models and Decision Automation tools
An understanding of corporate legal structures. Experience with financing documentation a plus
A detailed understanding of accounting and financial statements
Proficiency in Microsoft Office products (Word, Excel). Proficiency with SalesForce.Com is a plus
Understanding of lease and loan pricing concepts
Strong interpersonal, communication (written and verbal) and partnering skills. A team player
Strong analytical, problem-solving and organization skills
Ability to make quick decisions with limited information
Ability to make and support difficult decisions
Proactive, detail-oriented, driven to work and learn quickly
Ability to prioritize and work in a dynamic, deadline-focused environment
Ability to be decisive in a fast paced environment
Mentor less experienced analysts
5 – 10 years of direct credit or credit related experience
Small Ticket Lending/Leasing Experience

Equipment Finance Division Records & Office Manager Resume Examples & Samples

Supervises and directs the work of the imaging specialists in performing the following duties: maintenance of contract files, electronic imaging of all lease documents, proper storage of original lease contracts and preparation of customer welcome packages. Responsible for ensuring that the applicable record retention policies are being followed
Ensures compliance with applicable statutory, regulatory and legal requirements as they relate to the proper handling, storage and destruction of confidential data and customer information
Provides support for internal and external audits as well as lease portfolio purchases and sales, including but not limited to obtaining, reviewing and maintaining an inventory of original lease documents and requesting/tracking customer acknowledgements required for portfolio purchases
Supervises and directs the work of the receptionist and office staff in performing the following duties: answering and routing customer telephone calls, ordering office supplies, receipt and distribution of mail, handling of outgoing mail and overnight deliveries and general office administration
Recommends and/or authorizes new hires, terminations, disciplinary actions, salary actions, and performance reviews. Provides on-the-job training and guidance to the staff
Evaluates and makes recommendations to management regarding policies and procedures. Revises procedures, develops ways to improve workflow, and determines methods to be used
Identifies issues requiring attention, works independently and on own initiative, and manages and directs projects. Handles administrative duties of moderate to high complexity, monitors deadlines, and follows up on pending matters
Composes letters and memoranda from verbal direction or knowledge of the Bank's policies, procedures, and functions. Initiates responses to correspondence for senior executive or own signature
Schedules and coordinates meetings, which may include travel and lodging arrangements and organizing departmental meetings and other large scale events
Oversees and directs facilities functions, such as internal moves, building maintenance and telecom service in coordination with the Bank's facilities department
Receives and may interact with clients to schedule appointments, answer questions and resolve issues of moderate to high complexity
Processes and maintains information of moderate to high complexity and confidential in nature dealing with issues of substantial importance to the department
Performs other functions as assigned or required

Territory Manager Jpmorgan Equipment Finance Northeast Mmbsi Coverage Resume Examples & Samples

Works closely with assigned Product Specialists in order to effectively and efficiently meet new volume and revenue objectives for assigned coverage territory
Works together with Client/Relationship Managers from all areas of the firm in order to finance equipment of selected clients/prospects in a tax effective, efficient and low cost manner
Facilitate relationship with Bank Credit Managers and Teams within assigned market coverage responsibilities
Covers territory consisting of 1-3 states. Must be able to work independently and extensive travel is required
Provides in-depth education to Bank Client/Relationship Manager's of CEF's products and processes
Performs portfolio reviews with all assigned Client/Relationship Manager's and in conjunction with their own market knowledge will identify customers/prospects with "high probability" for product sales
Maintain contributory role in Bank Market meetings. Provide timely feedback and business activity results to Market Mangers
Strong knowledge of overall products within the firm allows referral of clients/prospects to other product groups or lines of business when appropriate alternatives are identified
Bachelor's degree, or equivalent work experience required (in an equipment finance focused role)
Minimum of 7 years experience in leasing sales or equipment finance
Strong communication, negotiating and credit skills
Ability to excel within a team sales approach
Strong relationship building skills
Expert knowledge of lease finance products as well as industry standards and regulations
Strategic mindset and ability to drive both strategic and tactical efforts as necessary
Preference will be given to candidates with the requisite leasing or equipment finance background and experience

Senior Manager, Equipment Finance Group Resume Examples & Samples

Direct development of both existing and new financial partner relationships domiciled at the BBC
Minimum seven (7) years’ experience within functions of sales, risk management, banking and/or business lending
Continue to provide superior customer service and support to the BBC’s network of financial partners
Develop strong product knowledge and maintain collaborative team relationships, specific to the equipment financing needs of our financial partners
Provide ongoing coaching and mentoring via open and honest communication with team members to ensure effective performance management

Manager, Equipment Finance Group Resume Examples & Samples

Experience with Commercial Margined Lines of Credit would be an asset
Proven business development, marketing and negotiation skills
Strong risk assessment skills
The role's primary emphasis will be on business development and new client acquisition, as well as managing and growing a portfolio of existing Equipment Financing Group client relationships
Prepare credit applications and renewals, including the review of financial statements, and ensuring applicants exhibit quality risk assessment and analysis
Actively seek opportunities to promote business opportunities for the Bank

Commercial Equipment Finance Resume Examples & Samples

Industry knowledge and client relationship management
Proven ability for client prospecting and territory development
Consistent track record of meeting performance goals and objectives
Strong analytical and financial analysis skills; process orientation
In-depth knowledge of financial and accounting concepts, to include GAAP and tax accounting
Proven negotiation and execution skills
Effective presentation skills
Clear/concise communication skills
Travel up to 50%
Preferred locations – Los Angeles and Long Island

Commercial Equipment Finance Associate Originator Resume Examples & Samples

Keen ability to assess client needs and offer solutions
Transaction management and negotiation skills
Strong analytical and financial management skills
Demonstrated ability to manage multiple projects simultaneously
Results oriented, is able to accomplish objectives in a specified timeframe
Locations – Atlanta, but may consider Tennessee; Texas, San Francisco

Commercial Equipment Finance Resume Examples & Samples

Client facing sales and relationship management experience
Business development skills via cold calling and database mining
Clear and articulate oral and written communication skills
Exhibit great teamwork and a strong work ethic
Proficiency with MS Office software applications
Travel 50%

Credit Manager Macquarie Equipment Finance Resume Examples & Samples

Develop detail for credit approval, including financial statement analysis, industry and business history, collateral adequacy, and quantifying risks inherent to a transaction
Prepare appropriate credit presentations/reports
Assist sale representatives with pre-screening and structuring transactions for prospective customers
Monitor and manage all relevant credit aspects of the portfolio and report regularly to head office in Australia
Approve transactions within their delegated discretion in compliance with policy and, for deals above discretion, be responsible for obtaining all relevant approvals by liaising with various centralised Risk Management authorities
Monitor credit policies and procedures and implement changes as required
Be aware of exposures, limits and performance of the Canadian portfolio and proactively suggest improvements to the origination process; and
Collaborate with local Portfolio Management and Global Credit counterparts
Previous senior experience (5+ years) in a commercial credit environment
Bachelor's degree in Accounting/ Finance related field preferred
A background in leasing and/or equipment finance is preferable
A broad network of industry colleagues and peers in the Canadian commercial finance market
Previous delegated authority to approve credit risks
An understanding of equipment leasing solutions for various commercial customers, vendors and brokers is desirable
A hard-working and flexible attitude and the desire to succeed in a fast-paced and team-oriented environment; and
Excellent written and verbal communication skills and the ability to effectively tailor communications to a diverse range of business and technical stakeholder groups

Director of Corporate Equipment Finance Resume Examples & Samples

Bachelors Degree in Business Administration, Finance or related field or equivalent work experience;15+ years of commercial banking experience; formal credit training
Proven ability to actively manage and sell cash management & treasury products
Demonstrated superior sales, presentation, interpersonal, negotiation and written and verbal communication skills
Superior knowledge of Corporate Banking equipment loan and lease products and services
Capacity to travel extensively in local market

Secured Equipment Finance Sales Executive Resume Examples & Samples

Interviews loan/lease prospects and applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan/lease request
Establishes, and negotiates where necessary, terms under which credit will be extended, including pricing, collateral and repayment method
Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans/leases. May obtain information through direct inspection of the applicant’s business and/or collateral, review of interim financial reports, personal interview, and other means
Advise customers and strategically presents solutions to meet business objectives and targets
Develops new business through direct prospecting effort, existing customers and third party referrals
Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on corporate and commercial lending activities
Participates in community affairs to increase the bank’s visibility and to enhance new business opportunities
Maintains professional and community relations to increase the bank’s visibility and new business opportunities, and to further personal development

Equipment Finance Asset Manager Resume Examples & Samples

The position requires solid knowledge of various equipment financing products including operating leases, conditional sales, sale / leasebacks, terminal rental adjustment clause (‘TRAC’s”), and synthetic leases
Manage a team of individual who work closely and collaborate with originators, credit management, portfolio management and risk management to properly assess new transactions and structures
Have advanced knowledge of equipment finance documentation is required, as well as a solid understanding of lease pricing, strong business judgment, and risk assessment skills
The successful candidate must have the ability to use a wide variety of research resources, including technical publications, library materials, on-line databases, consultant services, industry and technical experts, and secondary market contacts
Hands-on experience with remarketing, including equipment sales, renewals, terminations, and repossessions. Proven negotiation skills and a successful track record in portfolio management and end of lease sales and disposition are required
Experience presenting recommendations to management

Equipment Finance Resume Examples & Samples

Sales Experience preferred
Basic understanding of leasing and financial lending; esp. concepts of loans and loan origination
Able to review financial statements and tax returns
Top tier customer service skills
Interpersonal skills and strong collaborator
Good business writing and grammar
Comfortable working with myriad personalities, at all departmental levels
Able to work with internal customers including credit, contract administration, customer service etc
Professional attitude, strong business ethics, self-motivated
Administrative/Technical Skills- Able to work independently toward clear objectives and goals
Prioritizes tasks while keeping focused on goals and timelines
Strong multi-tasking ability
Develops good working partnerships and a teamwork approach with other Departments
Advanced Excel skills

Equipment Finance National Account Manager Resume Examples & Samples

Market Trinity Capital's equipment finance services to potential customers through outbound calls and marketing materials. These customers consist primarily of regional equipment resellers within established markets
Support existing vendor relationships through follow up and managing the transactions underway
Expedite ongoing transactions. Facilitate prompt payment of invoices and monitor customer service levels to vendors and lessees
BA degree or equivalent combination of training and experience
Five years experience managing a territory in equipment financing industry
Firm grasp of the advantages of financing for the lessee and our targeted vendor
Highly competent, executive level sales negotiating and closing skills
Ability to work independently and achieve set objectives
Ability to work in a team environment with Administration, Sales Support and the Credit Department

Account Manager, Equipment Finance Group Resume Examples & Samples

A highly motivated team player who values the attributes of integrity, respect, accountability, common-sense and caring
Direct development of both existing and new client relationships through targeted prospecting and sales programs within designated territories
Minimum four (4) years financial services experience within functions of sales, risk management, banking and/or business lending
Related sales and/or credit experience
Background and knowledge in equipment financing and leasing an asset

Business Banking Equipment Finance Resume Examples & Samples

5 or more years of direct sales experience in the financial services industry; preferably in equipment finance and leasing
Strong understanding of typical business flows of a commercial financial institution-preferably finance company or bank
Preferred location – South Florida (Dade, Broward and Palm Beach counties)

Senior Equipment Finance Credit Analyst Resume Examples & Samples

Leasing experience a plus
Extensive knowledge of credit administration, policy and procedures
Thorough knowledge of economics, accounting, and finance
In-depth knowledge of Moody's risk analysis
Excellent technical report writing skills

Equipment Finance Senior Documentation Specialist Resume Examples & Samples

Intake, submission and processing of documentation requests from WEF RMs
Review credit approval memorandum and establish transaction workflow to perfect equipment collateral
Follow WEF lien perfection procedures to determine and appropriate security interest method
Search and clear as necessary, UCC filings covering subject transactions
File appropriate UCC security interest
Review equipment invoices to determine vesting of ownership in subject equipment
Review Borrower/Lessee corporate documentation to determine correct legal names
Review title registrations to assure proper ownership and lienholder
Review appropriateness of insurance, including lender/lessor interest
Review pay/proceeds instructions from borrower/lessee
As appropriate prepare/review wire request per WEF procedures
Create document checklist/specifications for submission to Corporate Documentation and/or outside counsel
Complete daily activities for the operations area
Assist with Collateral and Documentation Exception Clearing
Provide superior customer service to both internal and external clients
Follow statutory compliance, risk management and internal controls
Complete special projects and other duties as assigned
5 years of experience in Equipment Leasing & Finance
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions

Commercial Bkg Client Rep-equipment Finance Resume Examples & Samples

Two to four years of experience in financial services industry
Excellent customer service and problem resolution skills
Thorough knowledge of departmental and bank products and services

Equipment Finance Documentation Specialist Resume Examples & Samples

Use of document management software (FORTIS, IMAGO)
Teaming with offshore partners to assist in contract booking
Ensure procedures and controls are being followed and maintained

Senior Equipment Finance Asset Manager Resume Examples & Samples

Responsible for the remarketing of off-lease equipment including evaluation of the equipment coming off lease, setting a price based on current market conditions and the condition of the equipment and establishing primary and secondary market channels for the resale of equipment
Works with EFD’s Special Assets Department concerning remarket values for restructuring distressed transactions and the remarketing of repossessed equipment to maximize net recoveries
Selects contracts with and supervises outside appraisers, transporters, storage and remarketing agents for recovery and remarketing of off lease equipment
Works with landlords, customers and other third parties to negotiate release, recovery and storage of equipment
Responsible for tracking and reporting on current status of off lease equipment including obtaining information from third parties and maintaining off lease equipment database
Work with EFD’s Collection and Special Assets Departments on developing policies and procedures to enhance collection and recovery efforts
Proactively manage the process of establishing residual values for potential lease transactions and collateral values for potential lease and loan transactions across a broad spectrum of assets and industries
Design policies and procedures for implementing the front-end residual/collateral process
Work with EFD credit and sales and marketing groups to support, advise, expedite and effectively manage the front end residual/collateral process
Assist sales and marketing groups in structuring transactions to meet EFD new business volume objectives and profitability goals while mitigating residual risk through, among other things, setting realistic residuals and developing lease/loan document protection provisions including maintenance and return provisions designed to protect the bank’s equipment investment/collateral
Maintains the bank’s residual loan policy and recommends changes as needed
Continuously evaluate the portfolio in order to identify to EFD management potential early sale opportunities (or impairments), disposition, or termination of leases to maximize asset and residual values and enhance the overall portfolio yield
Track and review all maturing leases and negotiate equipment sales including purchase options, renewals, and early terminations. Design policies and procedures for tracking expiring leases including the development of reports to EFD management to include a lease expiry forecast as well as remarketing activity reports detailing gain on sales, extended rents and fee income
Develop an equipment sales data base to assist in the establishment of residual positions and purchase option values
Perform periodic portfolio reviews to track residual exposure, equipment concentrations and insure compliance with FAS 13 and external audits
Interfaces with RVI regarding covered equipment and the associated residual values under EFD’s insurance program
LI-JM1
Bachelor’s Degree - Required
10 years or more of asset management experience, including 7 years or more with a major equipment leasing company. Must have a strong working knowledge with a wide range of equipment and markets covering a broad spectrum of assets and industries with a principal focus on transportation, construction, material handling, machine tools, medical, diversified manufacturing and agricultural equipment. Must have an established network of equipment sales contacts including equipment wholesalers, distributors, remarketers, auctions, repossessors and transporters. Must have established relationships with appraisal companies throughout the U.S. to assist, as needed, in confirming or performing verbal, desktop and physical appraisals and inspections
Proficient in use of Microsoft Excel and Word
Use Outlook email and Internet Explorer

Senior Equipment Finance Service Account Specialist Resume Examples & Samples

Prepare general ledger journal entries and perform daily account monitoring and reconciliation
Prepare monthly general ledger certification, ensure all accounts are balanced to a sub-ledger
Perform portfolio reconciliation for managed accounts or other external records
Pre-audit of upload file for new lease boarding. Ensure balancing and completeness of financial data
Upload files into the lease information system and perform callback (audit) and required updates
Manage lease updates to the portfolio by analyzing the data and ensure completeness and balancing prior to processing. Process or coordinate the processing for funding, rollovers (refinancing), lease transfers and lease dispositions
Generate reports to perform above tasks, all required standard daily/monthly reports and ad hoc reports as requested
Run required daily/monthly system jobs to update lease record
Update procedures as needed
Respond to inquiries and special requests
Provide backup support for Equipment Finance Servicing
Bachelor’s Degree in Finance or Accounting - Required
Requires advanced knowledge within a specific discipline typically gained through extensive work experience and/or education
Requires 7 years minimum experience. May require vocational or technical education in addition to prior work experience
Knowledge of accounting for leases
Working knowledge of account reconciliation and analysis
Administrative/Technical Skills
Use personal computer and mainframe system
Strong 10 key by touch
Ability to interface with all levels, including clients and senior management
Ability to work independently in a fast paced environment

Equipment Finance Sales Executive Resume Examples & Samples

Responsible for identifying, developing, structuring and closing equipment finance opportunities that are originated through direct-calling efforts, as well as internal bank partners, and achieving the assigned financial objectives
Engage with C-level decisions makers
Responsible for growing HEF's business presence and market share in the designated market, and within HEF's targeted segments
Travel as necessary to meet with prospective clients and to various trade shows
Interface with other HEF and Huntington business units to expand overall Key relationship with clients and refer opportunities
Prepare custom proposals based upon client meetings and obtain customer commitment to these proposals
Initiate and conduct meetings with both internal and external clients as may be required to facilitate new engagements
This position can be filled at a higher level depending on the candidate
Very strong interpersonal communication skills, complemented by both excellent verbal and written communication
Strong relationship management and negotiation skills
Demonstrated complex contact negotiation/creation skills
Ability to influence and drive complex initiatives and manage logistics with internal stakeholders
Ability to travel within assigned territory as required
Demonstrated ability to win relationships

Equipment Finance Sales Executive Senior Resume Examples & Samples

Deliver timely, cost-effective and compelling lease proposals and finance solutions uniquely structured for financing transactions for all clients
Engage with all functional departments in HEF (Credit, Asset Management, Operations, Legal, Pricing, Syndications) to ensure appropriate responses for all lease proposals issued
Assume full sales cycle responsibility including (but not limited to) business development and prospecting, managing existing and prospective client relationships, structuring of transactions in-line with product offerings, residual and pricing guidelines, utilize credit philosophy and review customer financial statements, collection of appropriate information relating to customers & lease transactions, including packaging for syndication, pricing of transaction to meet business objectives, close transactions plus maintenance of the client management system
Develop and maintain relationships with long-term industry leaders
Pursue targeted opportunities rigorously and with a high degree of urgency, and ensure that all prospecting activity is maintained in internal CRM system
Deeply understand prospects' business and industry
Bachelor's Degree in Business, Marketing, Finance or related field
3 to 5 years minimum of successful consultative Business Development or Sales experience in the equipment finance industry
Broad understanding of, and experience in, the equipment finance industry
Expertise in working in a "fast growth" business segment
Expert presentation and public speaking skills
Strong organizational skills and detail orientation, as well as analytical skills
Ability to work remotely and independently
Ability to analyze/understand leading technologies and companies

Senior Lead Equipment Finance National Program Manager Resume Examples & Samples

Interacts with client contacts and their dealers to facilitate transactions on a daily basis
Makes outbound calls to dealers and expand business relationships
Provides marketing programs to support the national programs
Negotiates pricing and structures with the Manager when needed
Presents thorough and clear credit packages to the Credit Department
Evaluates and assemble financial statements for presentation to Credit
Assists with the planning and implementing marketing strategy for National Programs
Attends trade shows and meetings that are represented by clients
Assists manager with the development and implementation of new programs; research new target programs; production of program proposals
Provides back-up to the National Program Administrator
Produces weekly and monthly management reports
Requires mastery level knowledge of job area typically obtained through advanced education combined with experience. May have deep knowledge of project management
Requires 10 years minimum prior relevant experience
Field of Experience Leasing Financial analysis Sales Administrative/Technical Skills Customer Service Interpersonal skills Oral and written communication skills Financial statements and analysis Personal computer (Word, ACT, Excel, Outlook, and T-Value)

Equipment Finance Manager Resume Examples & Samples

Reviews period close processes to ensure all financial activity has been properly recognized and reported in accordance with both internal accounting policy and US GAAP guidelines
Reviews finance agreements for accuracy, ensure they are appropriately classified, and do not conflict with internal finance policies and/or syndicated banking requirements. Performs a lease analysis to ensure operating and capital leases are reported properly
Reviews periodic financial reports and related internal equipment results and utilization. Investigates significant variances and makes recommendations for correction which includes modifying fleet size and/or revising internal rates. Establishes new internal rates when required
Maintains corporate CAPEX budget, reports actual and forecasted activity, and makes acquisition, disposal, and finance recommendations to operations and Corporate Finance to align needs with finance goals while maintaining compliance with syndicated banking requirements
Assists with annual financial statement audit. Prepares and provides fixed asset related support and financial statement footnotes
Responsible for meeting annual gain on sale of fixed assets. Maintains a sale list and makes recommendations which equipment should be sold. Provides periodic forecasts on gain on sale of fixed assets
Assists with periodic rental conversion process. Obtains conversion quotes and ensures respective rental credits have been applied correctly. Provides forecasts on rental expense and pickup resulting from conversion credits
Review monthly invoice accrual and report necessary adjustments to BU controllers
Act as a financial advisor to all field equipment employees. Assist management team with final equipment budgets and potential equipment acquisitions and disposals
Provide overall financial direction to the shops including preparation and review of budgets to ensure financial results are being achieved, reported accurately, and are comparable across business units
Responsible for overall accuracy of and reporting from CMiC, FAS, Trimble, Vision Link, Care Track, and other databases
Manage existing and develop new vendor relationships. Assist operations with negotiating more favorable pricing, rebates, and rental/finance terms. Assist key vendors with account management including outstanding invoices
Maintain current and develop new equipment finance/banking relationships. Ensure appropriate credit facility exists with each institution. Obtain competitive bids for finance opportunities to ensure the lowest cost of financing is obtained while utilizing appropriate finance structures which meet internal budget requirements and comply with syndicated banking guidelines
Ensure all operations permits and licenses are current and respective returns are filed on a timely basis, e.g. IFTA, 2290’s, apportioned registration, UCR, etc
Maintain current equipment and vehicle list for insurance department which includes current market values
Perform additional assignments as requested by the Chief Financial Officer, Corporate Controller, Executive Vice President, and/or Equipment Director

Business Banking Equipment Finance Resume Examples & Samples

Package and drive all transactions through the closing process. This includes system set-up and information maintenance, invoice collection and review, credit approval review for policy compliance, working with internal partners to address any concerns or policy exceptions, shepherding transactions through the documentation process, resolving problems, internal and external communication, and acting as liaison between the client and business partners
For referral transactions less than $250k, responsible for opportunity evaluation, pricing, structuring, term sheet preparation and presentation all on a direct basis with clients
Direct partnership with the Small Business Client Management (“SBCM”). Work directly with SBCM Client Managers and clients, structuring transactions to best fit the client’s needs, confirming that the industry, equipment and credit all fit within Business Banking Equipment Finance guidelines. Price, structure, prepare and present term sheets, obtain client acceptance, and package and drive transactions through the closing process
3 or more years of lending or banking experience; equipment finance/leasing experience preferred
Solid knowledge of financial concepts
Customer/client relationship management
Customer/client industry knowledge
Proven negotiation skills; sound business judgment
Exhibit teamwork
Highly organized with strong multitasking skills
Work effectively with internal partners and competing priorities
Knowledge of other bank products beneficial
SuperTrump, Dealflo, Navigator and LMS experience preferred, but not required
High energy individual who acts with a sense of urgency and can drive transactions to completion
Location - Troy, MI
Work Hours: 9:00 AM – 6:00 PM EST

Senior Lead Equipment Finance National Account Manager Resume Examples & Samples

Market EFD Vendor Finance equipment finance and leasing products and services to OEM Sales and Finance personnel and equipment resellers in assigned territory for the largest and most compext manufacturing programs
Establish in-person marketing calls with Customers, dealers and resellers in assigned territory. Expected to visit all assigned dealers and resellers multiple times each year
Make sales presentations and provide quotes to end-user customers, dealers and resellers supporting complex manufacturer programs and financing promotions
Troubleshoot dealer and reseller relationships to continuously improve financing penetration within the program through superior service levels
Work with OEM's, dealers/resellers on new credit applications to obtain required underwriting information for end user customers
Mediate complex transaction structuring between end user customer, dealer/reseller, manufacturer and EFD Credit to maximize credit approvals
Monitor and report competitive conditions and pricing in assigned territory. Make recommendations on pricing strategy for the assigned regions
Provide periodic training to dealer/reseller and manufacturer reps. on EFD external pricing and app entry portal as well as specific financing products, programs and promotions
Participate in manufacturer sales activities and meetings
Consult sales support personnel on the most complex structuring of the transactions and assist as necessary in the processing of transactions through the funding process
Required to participate in manufacturer strategy planning and execution for assigned territory
Required to participate in annual budgeting and forecasting with respect to assigned territory
10 years prior experience in equipment finance and leasing with at least 5 years in sales positions preferrably in the vendor finance business channel
Proficient in the use of equipment finance and leasing software
Proven ability to accurately forecast monthly new business volume in assigned territory
Excellent understanding of the equipment finance and leasing credit underwriting methods including scorecard driven and financial statement driven methodologies

Equipment Finance Resume Examples & Samples

Responsible for performing detailed residual and collateral valuations for new and existing transactions, commensurate with the risk, including collateral descriptions, current and projected values, and other pertinent information as may be required by the business or Loan Committee. Provides written analysis when appropriate and is able to support and communicate valuations to deal team and Loan Committee
Continually evaluates, develops and implements methods and procedures to make daily Equipment Management operations most efficient. Modifies existing procedures (as applicable) and analyzes and resolves complex problems, often requiring research and involvement from other business functional experts
Responsible for management of the business’ residual risk setting processes and developing, completing and maintaining procedures and databases related to the residual value methodology
Works with legal and documentation teams to ensure the business’ maintenance, use and return provisions meet the business’ risk and Equipment Management parameters for each transaction, and are readily acceptable in the market
Manages inspection programs, as required, to ensure that leased equipment is maintained in accordance with contractual requirements
Continually reviews and updates (as applicable) the business’ existing matrix of equipment values, and develops and implements guidelines for its use
Undertakes portfolio analytical work to support sales, risk and portfolio management
Generates residual value studies based on data collected in a timely and efficient manner
Assists in the preparation and presentation of periodic FAS reviews and analysis of the business unit’s equipment and residual risk
Develops and articulates historical collateral value trends and provides insights into possible future trends. Provides general support and reporting to allow senior management to understand and manage portfolio equipment risk as necessary
Establishes relationships in the external markets as necessary to support Equipment Management capabilities
20170420

Equipment Finance Controller Resume Examples & Samples

Management and execution of the REVFS day-to-day financial operations and processes including, but not limited to, title work, invoicing leases & rentals, calculation of interest and commissions, wire requests, payment applications, reconciling floor plans, accounts payable, credit/collections, account reconciliations and other related transactions
Lead, drive and implement changes in order to simplify processes and eliminate complexity within the business that will enhance financial performance, such as cost reduction and margin improvement
Development and maintenance of departmental financial and management results reporting package along with proactive analysis and support for achievement of plan financial results
Work closely, and in partnership with, the Director of Commercial Finance, divisional finance leaders, corporate tax, treasury and accounting functions on reporting, planning, analyses and enhancement of processes and procedures
Compile, analyze and explain monthly financial results and variances for actuals compared to plan, forecast and prior year. Provide proactive feedback and ideas to Director of Commercial Finance and other senior business leaders on business/financial improvement initiatives
Work with the Solutions leadership team to develop accurate and timely annual operating plans and quarterly forecasts. Reporting of actual vs. planned results and reasons for deviations as well as providing proactive feedback on mitigating actions
Analyze financial reports, determine cash flow forecasts and develop new financial strategies to achieve profitability goals
Coordinate and prepare business initiative financial analyses to support decision making and choice of direction based on different alternatives for REVFS. Work closely with business, corporate and REVFS leadership in evaluation of strategic alternatives
Identify financial risks and develop appropriate action plans
Preparation of titles and managing title control processes
Oversee preparation and filing of sales tax returns
Develop, maintain, suggest and report business KPIs relevant to REVFS to evaluate the performance of the business versus expectations and prior period results
Develop accounting control parameters and recommend improvements to current control procedures. Specifically, develop and manage strict criteria and evaluation processes for the management of REVFS’ portfolio of business (e.g. delinquencies, concentrations, credit limits and terms, contingent liabilities, etc)
Liaison between REVFS, Corporate Legal, Corporate Finance and Divisional Finance for the proper accounting, controlling, reporting and disclosure regarding activities of REVFS and interaction with internal and external parties
Coordination with Corporate Tax on State compliance requirements for all of REVFS businesses
Work directly with external bank relationships, in conjunction with the Director of Commercial Finance and Legal to design, negotiate and maintain partnership relationships for the benefit of REVFS dealer/customer financing activities
Identify, lead and develop talent in order to maximize individual, team and organizational effectiveness in meeting company goals
Other related duties and analysis as assigned
Bachelors or Masters in business or accounting and finance
5+ years of progressive experience working in the leasing/rental equipment financing industry desired
Experience with title work
Demonstrated experience with internal controls and implementing process improvements in a public, SOX environment for the financing/banking industry
Experience leading and working within successful cross-functional project teams
Ability to travel when necessary

Equipment Finance Sales Coordinator Resume Examples & Samples

Analyze and understand transactions including pricing, deal structure, collateral evaluation, credit and tax components
Handle all aspects of a transaction from initiation to booking and funding including ordering and reviewing lien searches, drafting and negotiating disclaimer/no interest letters or subordination agreements, obtaining landlord waivers/collateral access agreements where necessary, processing equipment titling, lien perfection requirements, insurance certificates, organizational documents and required signatures, document preparation, review, negotiation and closing
Provide guidance and monitors team's productivity on an ongoing basis
Audit samples of transactions closed by team members to ensure a consistent level of quality in relationship to volume is being maintained. Utilizes audit results and makes recommendations for action items to management
Actively participate in and contributes to the development and implementation of procedures and process improvement by identifying gaps that effect quality and/or productivity
Organize work flow for designated group and/or projects: reviews the work of others, sets team goals
5 to 7 years of experience
5 years' experience in the financing or legal industry that includes both loan and lease origination and documentation processes
Working knowledge of leasing and loan products and structures
Demonstrated leadership experience by having provided coaching, skill development, and feedback to team members
Bachelor's degree in Business, Finance or Economics
Understands and exhibits critical thinking with deals and takes the initiative to ensure matters are being addressed timely
Leasing experience and familiarity with other standard Equipment Finance products and terminology such as TRAC Leases, Split-TRAC Leases, First Amendment Leases, FMV Leases, Lease Discounting, etc., a plus
Familiarity with various Equipment Finance product verticals. For example; Rail, Business Aircraft, Large Corporate, Syndication and Middle Market
Working knowledge of term loan documentation, lease documentation, guaranties, riders, promissory notes and other standard transaction documents
Experience with true lease concepts versus leases intended for security and related documentation
Experience with syndicated transactions, loan and lease master assignment agreements, specifications, notice and acknowledgments of assignment and other standard syndication documentation
Working knowledge of UCC Article 2A, 9 and collateral perfection requirements
Proficient in all Microsoft products and industry software
Previous experience working in a team oriented processing environment
Excellent analytical, interpersonal, written, and verbal skills
Detail oriented, self-motivated and self-starter with a sense of urgency

Senior Equipment Finance National Account Manager Resume Examples & Samples

Market equipment finance services to potential customers through outbound calls and marketing materials. These customers consist primarily of regional equipment resellers within established markets
Requires deep knowledge of job area typically obtained through advanced education combined with experience. Typically viewed as a specialist within discipline. May have broad knowledge of project management
Requires 7 years minimum prior relevant experience
Strong sales and customer service personality
Excellent understanding of equipment financing marketplace
Strong track record of meeting or exceeding financial goals
Personal computer skills in ACT!, Excel, T-Value, HP 17B Calculator

Equipment Finance Wholesale Operations, Mgr Resume Examples & Samples

Responsible for managing the operational activities on a variety of sections including those of high complexity and risk, to maximize productivity, efficiency and cost effectiveness
Reviews, analyzes and makes recommendations to the design and implementation of operational activities for a large single functional unit or multiple sections within an assigned group
Exercises administrative control over the functions and activities of the sections, including budget
Communicates and interprets operations performance, quality standards and goals for assigned sections
Monitors and adjusts the daily workflow to ensure that operational commitments are met
Formulates, plans, and organizes new projects that will enhance the bank's customer service capabilities; reduce costs; and contribute to the bank's cost savings initatives
May review and revise service agreements both internally and externally
High School - Required
Bachelor’s Degree - Preferred
Master’s/Advanced Degree - Preferred
Requires practical knowledge in leading and managing the execution of processes, projects and tactics within one area. Typically has advanced knowledge and skills within a specific technical or professional discipline with understanding of the impact of work on other areas of the organization

Senior Account Manager, Equipment Finance Resume Examples & Samples

Serve as a primary contact and support for internal sales while developing relationships to promote productive relationship with KeyBank NA, clients and vendors
Process and book transactions within KEF risk parameters, policies, procedures, and regulatory requirements
Provide the highest quality of service to every customer in the KeyCorp tradition of teamwork and customer service
Ensure timely receipt of complete and accurate documentation packages and manage the response to negotiation requests
Perform all activities required for assignment contract documentation, direct transactions, and work with Lead BPU Specialists and Team Lead on modifications/negotiations to ensure all transactions are booked within KEF risk parameters, policies, procedures, and regulatory requirements
Train existing and new BPU employees as well as serving as a Subject Matter Expert (SME) for sales/credit
Serve as a Subject Matter Expert by providing direction to employees within the Business Unit on transactional questions as they arise
Assist with process improvement initiatives within the team
A minimum of 3-4 years of lease or contract documentation/negotiation experience or paralegal degree
Excellent Problem solving & analytical skills
A team player with a personable, energetic, enthusiastic, collaborative and “can do” attitude
Ability to identify and elevate conflicts in process or people and recommend potential fixes
Bachelors degree in Business, Economics or Finance

Credit Manager, TD Equipment Finance Resume Examples & Samples

Support the sales team in booking new business for example by preparing competitive credit packages in a timely manner
Ensure products and services are sold and operate in a compliant manner minimizing the regulatory compliance and operational risk to the Bank. Complete all compliance training and attestations within required timelines
Prepare credit applications with the appropriate level of risk assessment, credit structure, due diligence, and credit presentation
Approve credit applications within approval discretionary limits and make recommendations on all others
Make recommendations on credit decisions on underwritten deals
Be knowledgeable of and comply with Bank and Industry Codes of Conduct
Understand the equipment finance market and the industries within the portfolio to ensure value added service is provided to clients while mitigating risk to the Bank
Interpret and apply TDs risk management strategy (both credit and operational)
Implement and operate systems to identify and mitigate operational risk issues
Review Credit Addendums for shared deals prior to issuing to Commercial Banking Centres
Deliver exceptional service at every interaction and execute on plans to continuously improve the customer experience and speed to market
Constantly build knowledge of the market, customers and broader economic factors
Structure creative competitive solutions to meet customer needs
Identify and respond to changes in the business environment, establishing action plans to address customer issues and priorities
Enhance TDBFG brand by participating at network events in your community – be the face of the bank
Employ industry best practices while working within the Banks guidelines to make TDEF the Better Bank Leasing Company and become the Subject Matter Expert for equipment finance
Seek knowledge both formal and informal in line with PDP objectives
Lead, support, mentor and provide guidance to your team and within the Unit
Actively participate in team meetings with the AAMs/CSOs/AEs to efficiently facilitate transactions and opportunities

Equipment Finance Portfolio Manager Resume Examples & Samples

Partner with Relationship Managers
Manage and/or mentor and train junior Equipment Finance Group (EFG) teammates
Support and assist other EFG teammates as workload dictates
Keep informed of current economic conditions and legislation which may affect customer relationships and the Commercial Line of Business
Work as a member of the EFG’s Credit Delivery Team in conjunction with Relationship Manager, Credit Officer, EFG Operations Manager, EFG Director, etc
Work under direct supervision of the EFG Operations Manager and as a partner with Relationship Managers RMs
Provide assistance in working with the RM to structure and underwrite new loan and lease requests
Underwrite extensions, modifications, renewals and new loan and lease requests
Present basic loan and lease requests as needed to EFG management and Credit Officers/ Loan Committee
Work directly with EFG RMs to obtain all necessary financial statements and transaction information in order to analyze credit requests
Track Loan and Lease Agreement Compliance ensuring that relationships within the EFG portfolio are monitored per the terms of the Loan Agreement and bank policy
Monitor and work with RM and other EFG teammates to clear payment Past Dues
Prepare risk rating scorecards and related forms/reports to verify that ratings are accurately reflected and documented
Order/perform equipment and collateral valuations and completes Collateral Gap Analyses
Complete due diligence process by ordering appropriate reports
Conduct company, industry and market analyses to further assess obligor and guarantor credit quality
Assist in the review and approval of lease and loan documentation, whether internally or externally prepared, to ensure accuracy and completion in accordance with loan approval
Track and resolve document exceptions related to closing and ongoing exceptions. Monitor credit status and quality of loans and leases on a regularly scheduled basis, including assessment of current risk rating
Test obligor and guarantor operating performance against original underwriting and projections upon receipt of required reporting information (i.e. monthly, quarterly, semi-annual, or annual financial statements, etc.)
Perform, at minimum, annual reviews to assess obligor and guarantor performance and risks associated with the transaction
Secure and safeguard all customer information according to Bank guidelines, including cash, customer account data, and other sensitive information
Complete other duties and special projects as assigned by Senior Management
Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act
Bachelor's degree in Business Administration, Finance, Accounting or a related field
Six to 12 plus years of credit analysis experience and working with Credit Analysts/Underwriters and Relationship Managers or bankers
Experience assisting Senior Bank Officers with a variety of intermediate to complex level transactions
Ability to interpret personal and business tax returns and financial statements
Ability to use sound logic to solve problems with effective solutions
Self-motivated with high energy levels and ability to prioritize and multi-task effectively
Strong communication and interpersonal skills; team player
High personal character and commitment to “do things the right way”
Advanced knowledge of equipment finance, commercial and retail lending services, documentation, underwriting and regulatory guidelines
Advanced understanding of financial ratios and business principles, and strong analytical skills with an ability to question assumptions
Advanced knowledge of credit analysis and lending/leasing functions
Advanced knowledge of typical equipment finance and bank products and services
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required to perform the essential job functions
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement

Equipment Finance Credit Analyst Resume Examples & Samples

Conduct complete credit analyses including gathering, analyzing and interpreting all types of credit and industry information on existing and prospective customers
Spread financial statements and provide analytical assessment of financial performance and their ability to repay
Assess a wide variety of equipment values to include projecting asset values based on quantitative inputs
Analyze loan and lease structure options and provide recommendations
Identify primary risk drivers and assist in overall risk assessment
Provide support in field implementation of loan policies, procedures, and underwriting guidelines
Recommend legal documentation and security filings required to close and fund equipment transactions
Document borrowers' / lessees' corporate existence and compliance with KYC requirements
Proactively communicate with sales team regarding deal structures and credit analysis
Assist in handling problem loans/workouts to determine remedies if needed
Provide monthly monitoring of portfolio credit performance including delinquencies and reserve positions
Assist as needed in resolving issues and answering questions
Compile requested lending reviews, analysis reports, portfolio metrics and adherence to loan covenants
At least seven years' experience in credit analysis to include at least two years in equipment finance or asset based lending segments either at a financial institution or commercial finance organization
Bachelors in Business, Economics, Mathematics or technical field with a strong background in accounting and finance
Able to independently prioritize and reprioritize work tasks and deliver work product under tight deadlines
Superior verbal and written communications skills
Comfortable with conflicting views of others.Also, adept when presenting and defending analysis to management, sales and credit team

Customer Care Rep-equipment Finance Resume Examples & Samples

Two to four years of experience in a customer service position
Proven customer service and problem resolution skills
Proficient computer skills, especially Microsoft Office applications
Able to work independently or with a team

Equipment Finance Account Manager Resume Examples & Samples

Make outbound calls to assigned dealers/resellers to pull in new credit applications
Assist with any transactions as directed by the National Account Manager
Take inbound calls from dealers/resellers to assist with questions and new credit applications
Obtain required information and financial disclosure on all credit applications including answers to Credit’s follow up questions
Act as liaison between EFD Credit and dealer/reseller to assist with negotiating acceptable transactions structures
Assist with clearing any pre and post credit required compliance items
Following credit approval, create documentation requests on front end system
Assist dealer/reseller and end user customers with reviewing and executing transaction documentation
Assist dealer/reseller with pricing and quoting
Answer dealer/reseller questions on EFD’s external app entry and pricing portal
Act as back up for National Account Managers when they are not available
Monitor dealer/reseller feedback and report to National Account Manager and Program Managers to identify opportunities for service level improvement and increased financing penetration
Occasionally participate in trade shows
Cultivate strong relationships with manufacturer sales staff
LI-AS1
High School - Not Applicable
Bachelor’s Degree in Business (BA/BS) - Required
Requires advanced knowledge of job area typically obtained through advanced education combined with experience. May have practical knowledge of project management
Requires 5 years minimum prior relevant experience

Equipment Finance Account Representative Resume Examples & Samples

Place outbound sales calls to Independent Dealers within assigned territory to understand their leasing behavior and persuade them to use Canon’s services
Solicit new CFS leasing relationships in the Independent Dealer channel and to grow market share within assigned territory
Educate Dealers to understand and use Canon Financial Services leasing programs
Deliver webinars, sales talks and presentations as required
Work closely with management to assist with the development, implementation and tracking of marketing campaigns and promotions within Emerging Markets
Facilitate CFS lease origination process from start to finish, including updates from dealers and end-user customers on all transactions, coordination with support areas
Participate/ attend Trade shows, Dealer meetings, and Company presentations
College degree preferred and/or strong relationship management skills in the leasing industry
Team player with high energy, positive outlook and professional demeanor who takes initiative
2+ years outbound telephone dealer sales experience required
2+ years equipment leasing experience required
Basic comprehension of Programs utilized in leasing industry
Basic comprehension of Credit concepts
Strong math aptitude
Strong communication and presentation skills – both written and verbal
Strong computer skills (preferably rapport & infolease)
Travel with management or senior associate as required
Sales experience
Must be able to accommodate 25% domestic travel

Equipment Finance Division Resume Examples & Samples

Negotiating, final and funding transactions
Assist Vertical leadership and the respective Relationship Managers with all facets of their business development and pipeline management. Calling on C-level executives to comprehend their credit needs
Structuring and pricing deals in collaboration with underwriting and credit approval
Working with attorneys and other advisors
Managing the customer transaction portfolio on a continuous basis with renewals and exceptions”
Well developed presentation sales, negotiation and influencing skills
Recognized success working collaboratively to attain team goals
A general knowledge of lending deal structuring
Bachelor’s degree in (Possible fields include: Business, Economics, Finance or related) required
Minimum six years’ experience in Franchise Finance preferred
Aptitude to independently source leads and convert prospects to customers
Computer skills, including the ability to develop and maintain a contact database and maintain records

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