LEAF Account Executive - SBFG
M&T Bank · Orange, California, US
Overview: Responsible for overall management of assigned business clients of LEAF Commercial Capital Incorporated. Directs efforts with current and prospecti...
Job description
Overview: Responsible for overall management of assigned business clients of LEAF Commercial Capital Incorporated. Directs efforts with current and prospective clients from initial interaction through the life of the relationship. Communicates decisions on pricing and rates offered to clients and the review and control of the transaction structure. Primary Responsibilities: Manage a group of accounts, directly or indirectly with assigned Account Associates. Work with the external company finance personnel responsible for purchasing decision-making on accounts and assess their needs relative to equipment, vehicle and/or working capital. Develop and finalize the pricing and approve the structure as well as the terms to offer the accounts. Work with Risk and Operations to finalize the loan documentation and terms with each of the accounts. Resolve issues arising with the accounts related to missing information or signatures to manage the account relationship. Strategize with other Account Executives and management on the expansion of existing accounts, new account industries, and new accounts in those industries. Direct daily duties of assigned Account Associates, including providing...