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Senior Client Relationship Manager

2 months ago

Irvine, California, United States North Mill Equipment Fi Full time
Job Overview

Account Manager

North Mill Equipment Finance, a rapidly expanding financial services provider, is on the lookout for a seasoned account manager. This role is essential in fostering exceptional client relationships with our equipment finance brokers, which are crucial for our ongoing success and growth.

The ideal candidate should possess a minimum of 5 years of expertise in areas such as credit analysis, sales, documentation, and funding processes. Proficiency in mathematics, problem-solving, and effective communication is essential, alongside the capability to collaborate in a dynamic, high-energy environment. Familiarity with leasing and loan products is advantageous.

Key Responsibilities:

  • Collaborate with fellow account managers to cultivate a results-driven team focused on delivering superior service and achieving service goals, metrics, and agreements.
  • Engage in proactive outreach to brokers, articulating the value proposition of North Mill Equipment Finance to generate new business opportunities.
  • Handle multiple priorities while adhering to tight deadlines.
  • Exhibit high energy and a strong ambition to achieve exceptional results, complemented by a positive and proactive attitude.
  • Ensure compliance with company credit and funding standards while managing daily operations within the documentation and funding department.
  • Assist broker partners by addressing inquiries and resolving issues promptly.
  • Continuously assess customer satisfaction and communicate findings to the team leader.
  • Process and finalize between 25-40 transactions daily.
  • Oversee the onboarding of new clients, ensuring timely completion of transactions within established service level agreements.

Qualifications:

  • A bachelor's degree in marketing, sales, or finance is preferred.
  • Demonstrated excellence in delivering outstanding customer experiences.
  • Ability to adapt interpersonal approaches to effectively manage diverse personality types for optimal outcomes.
  • Strong teamwork capabilities with the ability to work independently.
  • Understanding of leasing and loan products is preferred.
  • Competence in resolving complex issues or seeking assistance when necessary.

North Mill Equipment Finance specializes in providing loans, equipment financing agreements, and leases across various sectors, including production, construction, manufacturing, and transportation. As a forward-thinking and technology-oriented organization, we offer opportunities for professional growth, competitive compensation, comprehensive benefits, and a relaxed work environment. Your dedication to excellence in customer service will be recognized and valued at North Mill Equipment Finance.