Senior Account Manager

First National Capital Corporation; Irvine (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

First National Capital Corporation is seeking a Senior Account Manager in Irvine, CA to manage and grow a portfolio of commercial clients seeking equipment and project financing solutions. You will prospect, build client relationships, and guide clients through the full financing lifecycle—from needs assessment to closing.

Responsibilities include conducting financial analyses, coordinating with credit, operations, and leadership, and ensuring timely execution of transactions while maintaining

Qualifications

• Strong client relationship management and account development skills.
• Experience in commercial lending, leasing, or corporate finance with financial analysis skills.
• Proficiency in sales and business development, including prospecting, pipeline management, negotiation, and closing.
• Solid organizational, time management, and follow‑through abilities for multiple deals and deadlines.
• Clear and professional verbal and written communication with executive stakeholders.
• Comfort with CRM tools and standard office software (Excel/Word/PowerPoint) to manage data and reports.
• Experience in equipment financing, asset-based lending, or related financial services preferred.
• Bachelor’s degree in Business, Finance, Economics, or related field.
• Ability to work on-site in Irvine, CA in a fast-paced team environment.

Responsibilities

• Manage and grow a portfolio of commercial clients seeking financing solutions.
• Develop new business opportunities through prospecting and outreach.
• Guide clients through the full financing lifecycle from needs assessment to closing.
• Coordinate deal structures with credit, operations, and leadership teams.
• Maintain detailed account records and provide ongoing client support.

Skills

Relationship management

Business development

Financial analysis

Credit evaluation

Deal structuring

Communication skills

CRM proficiency

Education

Bachelor’s degree in Business/Finance/Economics

Tools

CRM software

Excel

Word

PowerPoint

Job description

Company Description

First National Capital Corporation is a leading independent equipment and project financing provider serving mid‑sized and large companies across diverse industries. The organization focuses on going beyond traditional lending limitations to structure creative financing solutions that help clients move their initiatives forward. With over $4.5 billion funded in equipment, technology, and project transactions, the company has a strong track record of delivering flexible capital solutions. Team members collaborate closely with clients to understand their goals and tailor financing strategies that support growth and long‑term success.

Role Description

The Senior Account Manager is a full‑time, on‑site role based in Irvine, CA, responsible for managing and growing a portfolio of commercial clients seeking equipment and project financing solutions. This role involves developing new business opportunities, nurturing existing client relationships, and guiding clients through the full financing lifecycle—from initial needs assessment and proposal development to documentation and closing. Day‑to‑day activities include prospecting and outreach, conducting financial and credit analyses, coordinating deal structures with internal teams, and ensuring timely execution of transactions. The Senior Account Manager will maintain detailed account records, provide ongoing client support, and work cross‑functionally with credit, operations, and leadership to meet revenue and portfolio performance targets.

Qualifications

• Strong client relationship management and account development skills, with the ability to build trust, understand business needs, and provide consultative solutions.
• Experience in commercial lending, leasing, or corporate finance, including skills in financial analysis, credit evaluation, and deal structuring.
• Proficiency in sales and business development, including prospecting, pipeline management, negotiation, and closing complex transactions.
• Solid organizational, time management, and follow‑through skills to manage multiple deals, documentation requirements, and deadlines.
• Clear and professional verbal and written communication skills, including the ability to present financing solutions to executive‑level stakeholders.
• Comfort with CRM tools and standard office software (e.g., Excel, Word, PowerPoint) to manage client data, proposals, and reporting.
• Previous experience in equipment financing, asset‑based lending, or related financial services environments is strongly preferred.
• Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent combination of education and relevant experience.
• Ability to work on‑site in Irvine, CA and collaborate effectively in a fast‑paced, goal‑oriented team environment.