Webster Bank
Managing Director - Relationship Manager, Equipment Finance
Webster Bank, Frankfort, Kentucky, United States
Responsibilities
.1. Represent WCF in the lending community to develop profitable loan volume through direct channels as well as vendor/dealer market
.2. Execute highly focused prospecting activities
.3. Structure financing solutions for customers and prospects utilizing existing and new WCF products
.4. Collect and submit all documentation necessary
a) to underwrite / obtain credit approva
lb) to understand the business and know our custome
rc) to understand the equipment and the deal an
dd) to close the transaction
.5. Aggressive follow-up with prospective customers and referral sources to secure new business
.6. Draft and deliver proposals to prospective borrowers; close transactions
.7. Ensure high quality service
.8. Submit transactions to credit analyst for review providing write up and including purpose and justification
.9. Facilitate closing of transactions via phone or in person
.10. Develop customer base within assigned territory
.11. Document calling activity using Salesforce
Education, Experience and Skill
* Bachelor's degree required preferable in Finance, Business, Accounting, Economics or related fiel
* Self-start
* 7+ years related experience preferre
* Demonstrated ability to develop new customer relationshi
* Excellent communication (oral & written), organizational and interpersonal skill
* The ability to work independently and to adjust priorities is necessar
* Strong selling and pricing skills and experience in credit structurin
* Product knowledge of legal and tax lease parameter
* The ability to work in a team environment is necessar
* PC skills -- experience in Microsoft Office, Salesforce and Info Analysi
Compensation s. The estimated salary range for this position is $110,000 USD to $135,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensati on.
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.1. Represent WCF in the lending community to develop profitable loan volume through direct channels as well as vendor/dealer market
.2. Execute highly focused prospecting activities
.3. Structure financing solutions for customers and prospects utilizing existing and new WCF products
.4. Collect and submit all documentation necessary
a) to underwrite / obtain credit approva
lb) to understand the business and know our custome
rc) to understand the equipment and the deal an
dd) to close the transaction
.5. Aggressive follow-up with prospective customers and referral sources to secure new business
.6. Draft and deliver proposals to prospective borrowers; close transactions
.7. Ensure high quality service
.8. Submit transactions to credit analyst for review providing write up and including purpose and justification
.9. Facilitate closing of transactions via phone or in person
.10. Develop customer base within assigned territory
.11. Document calling activity using Salesforce
Education, Experience and Skill
* Bachelor's degree required preferable in Finance, Business, Accounting, Economics or related fiel
* Self-start
* 7+ years related experience preferre
* Demonstrated ability to develop new customer relationshi
* Excellent communication (oral & written), organizational and interpersonal skill
* The ability to work independently and to adjust priorities is necessar
* Strong selling and pricing skills and experience in credit structurin
* Product knowledge of legal and tax lease parameter
* The ability to work in a team environment is necessar
* PC skills -- experience in Microsoft Office, Salesforce and Info Analysi
Compensation s. The estimated salary range for this position is $110,000 USD to $135,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensati on.
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