Equipment Finance

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The AVP, Sales and Origination handles management of Inside Sales Team while supporting Quick Decision Model (QDM) submissions, new client on-boarding for KYC as well as identifying new business opportunities and conducting sales calls.

The role is hybrid of Inside Sales role supporting Speciality Vehicle Team and providing support to sales & marketing activities for the Vendor finance business for SMFL NY.

• Build and strengthen Inside Sales Team (Process improvement, Resource Allocation, Data Analysis).
• Support and assisit adhoc request (data analysis, report, etc) from manager from time to time. Submit Quick Decision Model (QDM) applications to the credit team for approval.
• Follow up with Regional Sales Managers for any pending items in QDM, document requests and KYC 
• Prepare internal credit submissions and document requests to advance transactions throughout lease/loan processing cycle.
• Follow up with Regional Sales Managers for any pending items in QDM, document requests and KYC 
• Monitor and update the daily activity and tracking sheet for KYC this includes, maintaining ongoing communication with the with SMBC KYC team in response to their inquiries.
• Assist the Regional Managers in closing their deals by providing data input, credit submissions, documentation requests, review of executed copies, following up on pending items and preparation for funding. Communicate with dealers and customers.
• Manage and monitor "Program Relationship" with existing / potential client.
• Support and assist Collection Team following up on "Problem Account" booked by one's own or support other members. 

• Strong communication skills and experienced in core sales techniques and ability to develop new relationships with dealers, manufacturer and end users.
• Knowledge and understanding of credit issues including technical ability to analyze and interpret financial statements. Knowledge of credit scoring criteria.
• Proficiency with our core systems (FIS Lease Management system, TValue, White-Clark system, plus Microsoft Suite)
• Proficient computer skills
• Basic knowledge of word, excel, powerpoint.
• 2 to 5 years of specialized experience in Financial Services 
• Leasing and Finance or Bank experience, KYC knowledge is a plus
• Microsoft Office (Excel, Word, Powerpoint, Access)

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at