Equipment Finance Direct Originations Officer II The responsibilities for this role are developing and managing equipment finance accounts that meet established requirements, focus on customer service, and maximize profitability with minimal risk for the bank. Drive new business development both with bank clients and prospects as well as independent marketing on non-bank company names.
Responsibilities: Create a marketing plan on a go to market strategy around client profiles, industry types, geographies, and asset types.Work with designated bank partners around joint names, marketing strategy and proper account planning.Develop proposals on new business while coordinating with the Underwriting team.Coordinate with Underwriting for required client information and onboarding procedures.New business should adhere to appropriate risk, pricing, and profiling consistent with the overall EF strategy.Maintain appropriate travel and entertainment expenses.Look for opportunities to make cross sell and introductions to other bank LOBs.Responsible for adding required new clients per year to their portfolio.Keep all calling, client information and opportunities accurate and timely in the designated CRM system.Qualifications: 4-year degree preferably in finance, accounting, or business with emphasis in finance and accounting OR equivalent work experience.Minimum experience of 5 years in originating Equipment Finance clients.Be fluent in the approved and designated pricing software.Excellent organizational and communication skills are required.Be fluent in all loan and lease products and the overall equipment finance industry.Advanced Analytical Skills.Working with UsTeamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!
Equal Opportunities for AllTrustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.
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