Lending Solutions Manager IV
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Role details
Tech stack
Job description
First Citizens Bank Equipment Finance provides leasing and equipment financing solutions to thousands of small businesses, across various industries, nationwide. We provide financing solutions to our borrowers and lessees, and assist our vendor partnerships in growing sales, profitability, and customer loyalty by providing customized, value-added finance solutions to their client base.
Our cutting-edge technology platform allows small businesses to access financing through a highly automated credit approval, documentation, and funding process. Transactions range from $25,000 to $1M.
Reporting to the Vice President of the Specialty Vehicle division, the Specialty Vehicle Lending Solutions Manager is responsible for providing financing and leasing solutions to end user customers by prospecting, qualifying, and onboarding commercial vehicle dealers to offer our financing solutions to their customers., * Prospect, qualify, and onboard commercial vehicle dealers to offer our financing solutions to their customers.
- Manage commercial vehicle financing and leasing projects for end user customers, which entails credit analysis, project management, and decision-making on pricing.
- Prospect, Qualify and Close business opportunities to meet or exceed monthly origination targets and acquisition goals.
- Advise customers on financing solutions for their business.
- Efficiently and effectively address the customer’s business needs, offer appropriate value proposition solutions, negotiate price, and close accounts over the phone.
- Maintain a database of dealers and their mutual customers through documentation by recording activity and statistics on each outbound call; uphold standards for the minimum number of calls and talk time per day.
- Maintain on-going productive relationships with existing customers and vendors to earn repeat business.
- Keep abreast of current industry, source, and market activities.
- Be strategic minded toward organizational mission and goals.
- Continuously evolve partnership development to improve partnership efficiency and effectiveness.
Requirements
Bachelor’s Degree and 2 years of Financial Services, High School Diploma or GED and 6 years of Financial Services, * Self-motivated, team oriented, and hard-working with a passion for inside sales
- Strong written and verbal communication skills with an ability to communicate effectively across business levels
- Strong Customer Service skills with exceptional attention to detail
- Proficient with Microsoft Office Suite; Excel, Word
- Highly coachable and adaptable, * Financial Services industry experience
- Inside Sales experience
- Salesforce / CRM experience
- Bilingual (English / Spanish)
- Client-focused, proactive, and results-oriented., First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.
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