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Descrizione del lavoro
A financial institution located in Troy, Michigan, is seeking a candidate to ensure client satisfaction by collaborating with internal teams including underwriting and operations. The ideal candidate has strong customer service, organizational, and communication skills, along with the ability to originate and execute transactions in equipment leasing. This role involves building relationships with partners and ensuring compliance with regulatory requirements.
Competenze
Minimum experience in equipment leasing, finance, and relationship management.
Proven ability to originate and execute transactions within institutional and equipment leasing markets.
Excellent credit, portfolio risk, and documentation skills.
Mansioni
Serve as key contact and collaborate with various teams.
Facilitate communication and issue resolution.
Build trusted client relationships by identifying needs.
Conoscenze
Customer service skills
Organizational skills
Communication skills
Presentation skills
Relationship management
Descrizione del lavoro
**Client Experience and Support:**Serve as key contact and collaborate with underwriting, operations, risk, and compliance teams to ensure that partner activity meets all internal guidelines and regulatory requirements. Act as a liaison to facilitate communication and issue resolution. duties and responsibilities as **JOB REQUIREMENTS** **Required Qualifications:** Education level required: Minimum experience required: of experience in equipment leasing, finance and relationship management.Proven ability to originate and execute transactions within institutional and equipment leasing markets.Strong customer service, organizational & communication/presentation skills.**Preferred Qualifications:** Education level preferred: Credit underwriting/financial statement analysis experience **Job Competencies:** Sales and Relationship Management – ability to originate and maintain relationships with strategic partners.Financial and Credit Analysis - excellent credit, portfolio risk, and documentation skills.Contract and Documentation – excellent awareness of contract/documentation, including negotiation skills.Regulatory and Compliance Knowledge – familiarity with bank regulations and industry guidelines Market Awareness and Strategic Thinking – ability to identify trends and adjust “go to market” strategies.Strong interpersonal, verbal/written communication, and presentation skills.Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
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