Managing Director, Relationship Manager, Equipment Finance

Webster Bank; Dallas (TX); Remote; USD 110,000 - 135,000; Full time

Job summary

A leading commercial bank seeks a Loan Officer to solicit lease and loan transactions from $150,000 to $10M. The role involves developing profitable volume, ensuring quality service, and maintaining customer relationships. This position requires strong sales, communication, and organizational skills, along with a Bachelor's degree and over seven years of related experience.

Qualifications

• 7+ years related experience preferred.
• Self-starter, ability to work independently, and adjust priorities is necessary.
• Demonstrated ability to develop new customer relationships.

Responsibilities

• Solicit lease and loan transactions ranging from $150,000 to $10,000,000.
• Develop profitable loan volume and represent WCF in the lending community.
• Ensure high-quality service and follow-up with prospective customers.

Skills

Communication

Organizational

Interpersonal

Selling

Pricing

Credit Structuring

Education

Bachelor's degree in Finance, Business, Accounting, Economics or related field

Tools

Salesforce

Microsoft Office

Job description

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Position Summary:

Responsible for soliciting lease and loan transactions ranging from $150,000 to $10,000,000 through new business development and retention of current customers.

Responsibilities:

1. Represent WCF in the lending community to develop profitable loan volume through direct channels as well as vendor/dealer market.

2. Execute highly focused prospecting activities.

3. Structure financing solutions for customers and prospects utilizing existing and new WCF products.

4. Collect and submit all documentation necessary:

a) to underwrite / obtain credit approval

b) to understand the business and know our customer

c) to understand the equipment and the deal and

d) to close the transaction.

5. Aggressive follow-up with prospective customers and referral sources to secure new business.

6. Draft and deliver proposals to prospective borrowers; close transactions.

7. Ensure high quality service.

8. Submit transactions to credit analyst for review providing write up and including purpose and justification.

9. Facilitate closing of transactions via phone or in person.

10. Develop customer base within assigned territory.

11. Document calling activity using Salesforce.

Education, Experience and Skills

* Bachelor's degree required preferable in Finance, Business, Accounting, Economics or related field.

* Self-starter

* 7+ years related experience preferred.

* Demonstrated ability to develop new customer relationships

* Excellent communication (oral & written), organizational and interpersonal skills.

* The ability to work independently and to adjust priorities is necessary.

* Strong selling and pricing skills and experience in credit structuring.

* Product knowledge of legal and tax lease parameters.

* The ability to work in a team environment is necessary.

* PC skills -- experience in Microsoft Office, Salesforce and Info Analysis.

The estimated salary range for this position is $110,000 USD to $135,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.