Managing Director, Relationship Management, Equipment Finance

Full-time - Mid Level

Dallas, TX

Credit Intermediation and Related Activities

About the position

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!

Responsibilities

• Represent WCF in the lending community to develop profitable loan volume through direct channels as well as vendor/dealer market.
• Execute highly focused prospecting activities.
• Structure financing solutions for customers and prospects utilizing existing and new WCF products.
• Collect and submit all documentation necessary to underwrite / obtain credit approval, understand the business and know our customer, understand the equipment and the deal, and close the transaction.
• Aggressive follow-up with prospective customers and referral sources to secure new business.
• Draft and deliver proposals to prospective borrowers; close transactions.
• Ensure high quality service.
• Submit transactions to credit analyst for review providing write up and including purpose and justification.
• Facilitate closing of transactions via phone or in person.
• Develop customer base within assigned territory.
• Document calling activity using Salesforce.

Requirements

• 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.

Benefits

• Incentive compensation