Sales Manager, Professional Lending Group

1 month ago

New York, New York, United States New York Community Bank Full time

Job Summary

The Professional Lending Team at New York Community Bank provides strategic financing solutions to Private Equity firms and firms with a partnership structure. We create customized loan programs tailored to each firm's unique needs and work closely with individual borrowers to extend credit. Our business model focuses on capturing the full potential of the firm and client banking relationship, making excellent client experience a crucial aspect of our success.

The PLG Sales Manager is responsible for representing the Professional Lending Group to firms and borrowers, collaborating with other bank sales teams to achieve common goals. This person will introduce the PLG program to firms, set expectations for the process, timing, and rollout of each program, and work directly with firm contacts, credit, and the documentation team to negotiate and book loan programs. As a PLG manager, this person will have approval authority over loans and be responsible for reviewing credit memos and credit decisioning. This person will champion the client experience, ensuring thorough and considerate communication to clients, firms, and internal teams. This person will maintain their own book of clients beyond the initial loan program and work to deepen bank relationships on the firm and borrower level, as well as updating existing and creating new loan programs on an ongoing basis.
The ideal candidate is a people person who will proactively work to ensure an exceptional client experience. We're looking to set a new standard for customer service in the banking industry, and this person will be the face of that.

Key Responsibilities:
  • Communicating with firms to introduce and negotiate the loan program.
  • Collaborating with Credit, Legal, and documentation departments, as well as sales support and loan operations teams.
  • Communicating deadlines and providing updates to relevant internal teams and to firms.
  • Reviewing credit memos and approving loans as a credit officer.
  • Reaching out to clients to check in and looking for opportunities to deepen relationships or update loan programs as applicable.
  • Working with compliance as needed.

Additional Accountabilities

  • Performing special projects and additional duties as required.
  • Consistently adhering to regulatory and compliance policies and standards linked to the job, completing required compliance trainings, and maintaining compliance with applicable federal, state, and local laws and regulations.
  • Communicating deadlines with internal teams.

Job Requirements

Required Qualifications

  • Education level required: Undergraduate Degree (4 years or equivalent).
  • Minimum experience required: 3+ Years in a financial sales role.
  • Must be comfortable working in a fast-paced environment, balancing multiple deadlines, and communicating across teams.
  • Must be comfortable talking to clients and have impeccable email etiquette.
  • No specific certifications or technical expertise required.

Preferred Qualifications

  • Education level preferred: Undergraduate Degree (4 years or equivalent) in business or finance.
  • Preferred 5+ years in financial sales working with credit, lending, or private credit.
  • Ideal candidate will have an understanding of private equity fund finance basics, including capital calls, distributions, fair market value, and applicable taxes, as well as basic loan mechanics including interest rates, credit types, loan to value ratio, debt to income ratio, advance rate, and amortization.

Job Competencies

  • Ability to work effectively in a team environment, balancing individual responsibilities with bigger picture goals.
  • Exceptional verbal, written, and interpersonal skills, as well as analytical and problem-solving skills.
  • Advanced proficiency in Excel, including pivot tables, V-lookup, functions, and formulas.
  • Comfortable reviewing and explaining financial transactions.
  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone, email, and in person.
  • Advanced familiarity with Word, Excel, Outlook, and Adobe.
  • No travel requirements.
  • Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving, or infrequent lifting.

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