Senior Client Relationship Manager

2 weeks ago

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

Position: Account Manager

North Mill Equipment Finance is actively seeking a seasoned Account Manager to enhance our operations. This role is pivotal in fostering exceptional service to our equipment finance brokers, who are integral to our business growth.

The ideal candidate will possess a minimum of 5 years' experience in areas such as credit analysis, sales strategies, documentation processes, and funding operations. Essential skills include strong mathematical abilities, problem-solving expertise, and effective communication, all while thriving in a dynamic, fast-paced 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 performance metrics.
  • Engage in proactive outreach to brokers, articulating the value proposition of North Mill Equipment Finance to generate business leads.
  • Effectively manage multiple priorities while adhering to strict deadlines.
  • Exhibit high energy and a strong drive for excellence, complemented by a positive and engaging attitude.
  • Ensure compliance with company credit and funding protocols while executing daily operations within the documentation and funding sectors.
  • Assist broker partners by addressing inquiries and resolving issues promptly.
  • Regularly assess customer satisfaction levels and communicate findings to the team leader.
  • Process and finalize between 25-40 transactions daily.
  • Oversee the onboarding process for new clients, ensuring timely completion of transactions.
Qualifications
  • A bachelor's degree in marketing, sales, or finance is preferred.
  • Demonstrated success in delivering exceptional customer experiences.
  • Ability to adapt communication styles to effectively engage with diverse personality types.
  • Strong teamwork capabilities alongside the ability to work autonomously.
  • Understanding of leasing and loan structures is preferred.
  • Proficient 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, 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.

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