Equipment Finance & Leasing Officer

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Job description

Overview: This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.

This position promotes and sells commercial leasing and loan products directly, as well as through branch associates and vendors. Provides technical expertise on the proper structure of leases and loans in accordance with customer needs, tax implications, and lending policy. Builds a strong sales network and prepares documentation to facilitate the lending process, driving sales to achieve department growth, branch portfolio growth, and profitability objectives.

Responsibilities: Inside Sales - Achieves personal and department goals by generating new bank product sales. Promotes leasing and equipment finance to customers, vendors, and branch associates by participating in sales calls, explaining benefits, and applying relevant product expertise.

Product Support - Serves as a product specialist able to structure leases and loans appropriately. Determines and communicates lease and loan structures effectively with customers, vendors, branch associates, and other outside parties. Conduct presentations to educate others on subject matter.

Documentation - Prepares appropriate lease documentation. Assists branch associates with credit documentation and information. Prepares proposals, commitment letters, and selling structures.

Relationship Development - Develops and maintains relationships with customers, vendors, and other associates. Builds sales network in territory and establishes rapport.

Qualifications: Bachelor's Degree and 4 years of experience in Lending or Equipment Lending

- OR -

High School Diploma or GED and 8 years of experience in Lending or Equipment Lending

Additional Requirements:

Working knowledge of general accounting and rules for determining tax status of lease transactions

Preferred Qualifications:

Sales experience

Knowledge of Equipment Lending

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: (url removed).

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