Senior Account Manager

• Generate qualified equipment finance and leasing leads, proposing on and eventually closing required amounts of business through direct selling and indirect (syndications buyside) originations.

• Record customer and prospect data and sales efforts in all company used databases and management systems properly and consistently.

• Act as the primary contact for customers and prospects, effectively communicating the company’s products and capabilities to the customer and the customer’s needs to the company for the equipment financing relationship.

• Identify and understand key risk elements of potential transactions and lessees/borrowers and work effectively with group leaders to competitively structure and price transactions that are candidates for underwriting or syndication.

• Work closely with manager(s) regarding maturing reports and exceptions.

• Act as an information source on industry trends, along with organization policies and procedures.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 5+ years of relationship based client procurement and account management.

• Excellent written and verbal communication and presentation skills.

• Excelling organizational skills.

• Well-developed analytical and problem solving skills.

• Generate new business through consultative sales approach.

• Understanding of various corporate structures.

• Experience with complex mid-market commercial loans.

• Strong PC skills.

• Demonstrative sales and negotiations experience required.

Preferred Knowledge and Skills

• 5 years of previous commercial lending, private or business banking, experience. Credit training, credit quality and underwriting fundamentals experience including financial analysis.

• Middle market Equipment Finance and Leasing experience in a Banking environment.

• Syndication (buy/sell side) experience.

• College Degree

Level of Complexity and Scope

• Navigate in-depth term sheet negotiations with large prospects.

• Review and analyze complex credit applications, credit reports, and business financial statements.

• Present complex, large transactions to SFG management.

• Follows established procedures and guidelines to accurately maintain the organization's financial records and transactions.

Degree of Independence and Decision-Making

• Demonstrated ability to work independently balancing strong time management and organizational skills

• Ability to prioritize work and meet deadlines with accuracy and attention to detail.

• Work directly with the deal team to facilitate a positive client experience from onboarding as a borrower through diligence process and funding.

Required Supervisory Responsibilities

• None

Physical Requirements

• Typical office setting which includes desk/computer work.

• Required travel includes but is not limited to onsite visits with prospects and clients for the purpose of business development, relationship management, due diligence trips, as well as representing Summit Funding Group at industry events for the purpose of business development.

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.