Sr Account Executive – Equipment Finance

IN0534 Fishers, OH0523 Independence Bus Office, PA0728 Pittsburgh Business Office

Job Description

This role will be responsible for creating new equipment finance relationships and maintaining existing bank relationships. New business is developed through direct sales origination with generally middle market companies, both private and publicly traded, in the areas of manufacturing, distribution/warehouse, construction, aviation, trucking, marine, equipment lease houses, etc. Transaction sizes range from $3 million to $30 million. Larger transactions will require syndication strategy. The average transaction size is $5 - $10 million.

Product offerings include traditional loans, guidance lines of credit, progress payment, capital/finance leases.

Essential Functions

• Initiate and identify new business opportunities which may include existing customers as well as rigorous prospecting for new clients through cold calls, COI and in-person presentations

• Arrange personal meetings with prospects to explain Northwest’s products, rates and terms of finance agreements

• Achieve and exceed volume quota by effectively targeting, qualifying and closing equipment financing transactions on a direct deal basis. Brokered transactions are not preferred.

• Use industry insight, analytical skills, product knowledge and communication skills to identify, develop, activate and maintain customer relationships

• Structure, design, propose and close viable finance transactions

• Manage customer relationships on an on-going basis by monitoring and being proactive with respect to changing dynamics of both market conditions and competition

• Effective communication attributes to communicate deal structure and customer to leadership and credit.

• Knowledge of Excel and effective use of a CRM

• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

• Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency

• Work as part of a team and effectively add to a performance culture

• Work with on-site equipment

Education + Experience preferred

• Bachelor’s degree in Business, Finance, or related

• 5+ years of equipment finance origination experience

• Ability to travel to customer sites

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

At Northwest, we’re here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed.

And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong.

Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way.

So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.