[Hiring] Equipment Finance Direct Originations Officer III @Trustmark

Role Description

The responsibilities for this role are developing and managing equipment finance accounts that meet established requirements, focus on customer service, and maximize profitability with minimal risk for the bank. Drive new business development both with bank clients and prospects as well as independent marketing on non-bank company names.

• Create a marketing plan on a go to market strategy around client profiles, industry types, geographies, and asset types.
• Work with designated bank partners around joint names, marketing strategy and proper account planning.
• Develop proposals on new business while coordinating with the Underwriting team.
• Coordinate with Underwriting for required client information and onboarding procedures.
• New business should adhere to appropriate risk, pricing, and profiling consistent with the overall EF strategy.
• Maintain appropriate travel and entertainment expenses.
• Look for opportunities to make cross sell and introductions to other bank LOBs.
• Responsible for adding required new clients per year to their portfolio.
• Keep all calling, client information and opportunities accurate and timely in the designated CRM system.

Qualifications

• 4-year degree preferably in finance, accounting, or business with emphasis in finance and accounting OR equivalent work experience.
• Minimum experience of 10 years in originating Equipment Finance clients.
• Be fluent in the approved and designated pricing software.
• Excellent organizational and communication skills are required.
• Be fluent in all loan and lease products and the overall equipment finance industry.
• Advanced Analytical Skills.
• Strong computer skills including Microsoft Products.

Requirements

• Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Company Description

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.