Bank of America Commercial Equipment Finance - Associate Originator in Charlotte, North Carolina

Job Description:

Essential Functions:

Primary responsibility for developing new clients and bringing incremental leverage and lease/loan growth to assigned Originators within their respective market.

The position is responsible for the end-to-end sales process for smaller transactions. These transactions will be originated under the guidance of the assigned Originators, via direct partnering with bank client teams and other direct business development activities such as cold calling, reviewing financial statements, etc. The incumbent will possess the skills necessary to review and comprehend company financial statements for potential lease and loan products, price, structure, discuss and win potential financial solutions with clients/prospects by effectively partnering with internal stakeholders to lead a transaction through the prescreen, proposal, mandate, approval, documentation and closing processes. Position will be responsible for identifying new business, winning/closing it in a very effective and efficient manner. Significant travel each week throughout the Carolinas to meet with prospects, clients, and bank partners is required.

Other responsibilities include limited prospecting and business development projects throughout the broader region under the guidance of the Regional Manager. These activities will be project driven and generally revolve around prospecting a specific market or industry for an unassigned Originator.

Required Education:

Undergraduate degree -- Accounting, Finance, Engineering or Business concentration.

Prior Work Experience:

Two or more years of Leasing, Sales or Commercial Banking experience.

Required Skills:

  • Client facing sales and relationship management experience

  • Keen ability to assess client needs and offer solutions

  • Transaction management and negotiation skills

  • Business development skills via cold calling,database miningand bank partnering

  • Strong analytical and financial management skills

  • Demonstrated ability to manage multiple projects simultaneously

  • Results oriented, is able to accomplish objectives in a specified timeframe

  • Clear and articulate oral and written communication skills

  • Exhibit great teamwork and a strong work ethic

  • Proven organizational skills

  • Proficiency with MS Office software applications

  • Travel 50%

  • Location – Charlotte, but may consider Raleigh

Posting Date : 04/19/2018

Location :


Raleigh, NC, , 4242 Six Forks Rd,

  • United States

Travel : Yes, 50% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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