Equipment Finance Origination & Broker Relations Lead

Ameris Bank; California; Sur place; USD 30 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical, Dental and Vision Insurance

401(k) Retirement Plan

Employee Stock Purchase Plan

Flexible Spending Accounts

Employee Referral Incentive

Résumé du poste

A financial services company is seeking a motivated individual to manage Broker relationships and drive sales initiatives. The ideal candidate should have at least 5 years of sales experience and knowledge of Salesforce and CRMs. Responsibilities include booking originations, training new Brokers, and mentoring junior Program Managers. Offering a competitive salary ranging between $30K-$150K per year plus commission, with comprehensive benefits including medical insurance and a robust retirement plan.

Qualifications

• 5 years of sales experience required.

Responsabilités

• Books originations that meet and exceed objectives.
• Trains new Broker relationships and drives them towards objectives.
• Mentors junior Broker Program Managers.

Connaissances

Salesforce

Portal 360

Full understanding of CRMs

Process of Booking originations

Ability to sell and book deals

Formation

High school diploma or GED

Bachelor’s degree in finance or related field

Description du poste

• Salesforce

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.

Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate.

Responsible for booking originations at the objective goal, maintaining relationships with clients both internal and external, assisting in growing and maintaining current clientele.

Essential Functions, Duties, And Responsibilities

• Books originations which meet and/or exceed annual origination objectives
• Launches and trains newly closed new Broker relationships which can products $1,000,000 and up in annual originations
• Motivate and drive Broker relationships towards stated objectives
• Takes ownership of training, communicates and administers new Broker relationships, both internally and externally
• Assists in strategic management of Broker accounts with principals and/or designated contacts of Brokers, in conjunction with Balboa Capital’s management tram
• Works effectively with internal partners in Credit, Documentation, Marketing, IT, Post Funding, Recruiting, and other segments in Sales Management
• Practices strong application and fundamentals with calling efforts, Salesforce, Portal 360, Balboa Quote, and other best practices
• Provides mentorship to more junior Broker Program Managers
• Practices ethical sales behaviors in accordance with Ameris' core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services.
  
  

Required Knowledge, Skills And Competencies

• Salesforce
• Portal 360
• Full understanding of CRM’s
• Verifiable and documented track record of success
  
  

Industry And Work Experience

• Minimum of 5 years Equipment Finance industry experience
  
  

Academic

• High school diploma or GED required
• Bachelor’s degree in finance or related field preferred
  
  

Salary range: $30k-$150k per year. Average commission: $10k-$150k+ per year

Pay Range

Benefits Available to Employees:

Ameris Bank provides a comprehensive employee benefit package to all eligible employees.

• Medical, Dental and Vision Insurance
• Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
• Life Insurance provided at no additional cost to employees
• Accidental Death & Dismemberment Coverage
• Long-Term Disability Coverage
• Paid Sick and Vacation Leave
• 11 Holidays
• Volunteer/Service Day
• Employee Stock Purchase Plan
• 401(k) Retirement Plan
• Ameris Bank matches 50% of your first 8% of contributions to the plan
• Flexible Spending Accounts
• Health Savings Account
• Health Reimbursement Arrangement
• Supplemental Life & Other Insurance Plans
• Identity Theft Protection
• Pet Insurance
• Legal Insurance
• Employee Assistance Program
• Employee Advocacy Program
• Tickets at Work (Entertainment discounts for Ameris Bank Employees)
• AT&T Employee Discount
• Wellness Discounts for Medical Premiums and Other Rewards
• Employee Referral Incentive
• Education Assistance
• Employee Resource Groups
  
  

Banking Advantages For Employees

In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.

• Free Interest Checking
• Free Safe Deposit Box
• Free Money Orders, Travelers’ Checks and Cashier Checks
• Discount on Mortgage Origination Fee
• Free Online Banking and Free Unlimited Online Bill Payment
• Employee Banking Perks
  
  

Disclaimer

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.