Senior Finance Analyst preparing management and financial reports for our UK operations. Collaborating across departments to ensure accurate financial reporting and drive business improvements.
About the role
- Equipment Finance Sales Associate managing Retail Bank relationships and presenting finance products effectively. Collaborating with teams for financial package completions and maintaining high-quality portfolios.
Responsibilities
- Prepare and present Equipment Finance industry updates and product details to the Retail Bank markets and Business Solutions team
- Work with Portfolio Manager to secure complete financial packages and deliver credit decisions in a concise manner
- Prepare and present equipment finance proposals
- Work closely with Sales Coordinators to help prepare documentation that meets internal and external regulatory requirements
- Maintain and manage a high-quality equipment financing portfolio
- Perform other duties as assigned
Requirements
- Bachelor’s degree or additional 3+ years in commercial banking, equipment finance, or bank branch management
- 3+ years of customer-facing experience in Commercial Bank or Equipment Finance Relationship Management or bank branch management
- Experience working for a financial institution
- Knowledge of credit reporting and financial statement analysis
- Strong business development potential
- Ability to work in a fast paced environment
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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