Jobs · Project Management · California

Equipment Finance Program Manager II - Equipment Broker Sales

Ameris Bank Equipment Finance · Costa Mesa, CA · 2 wk ago
Project Management$30k–$150k/yrFull-time

Essential Functions, Duties, And Responsibilities

  • Books originations which meet and/or exceed annual origination objectives
  • Launches and trains newly closed new Broker relationships which can products $1,000,000 and up in annual originations
  • Motivates and drives Broker relationships towards stated objectives
  • Takes ownership of training, communicates and administers new Broker relationships, both internally and externally
  • Aids in strategic management of Broker accounts with principals and/or designated contacts of Brokers, in conjunction with Balboa Capital’s management team
  • Works effectively with internal partners in Credit, Documentation, Marketing, IT, Post Funding, Recruiting, and other segments in Sales Management Practices
  • Strong application and fundamentals with calling efforts, Salesforce, Portal 360, Balboa Quote, and other best practices
  • Provides mentorship to more junior Broker Program Managers

Required Knowledge, Skills And Competencies

  • Salesforce
  • Portal 360
  • Full understanding of CRM’s

Verifiable and documented track record of success
Industry And Work Experience
Minimum of 5 years Equipment Finance industry experience
Academic
High school diploma or GED required
Bachelor’s degree in finance or related field preferred

Pay Range

Salary range: $30k-$150k per year.
Average commission: $10k-$150k+ per year

Benefits

  • Medical, Dental and Vision Insurance
  • Ameris Bank absorbs a major portion of the cost of healthcare.
  • You become eligible for coverage on the first of the month following 30 days of employment
  • Life Insurance provided at no additional cost to employees
  • Accidental Death & Dismemberment Coverage
  • Long-Term Disability Coverage
  • Paid Sick and Vacation Leave
  • 11 Holidays
  • Volunteer/Service Day
  • Employee Stock Purchase Plan
  • 401(k) Retirement Plan
  • Flexible Spending Accounts
  • Health Savings Account
  • Health Reimbursement Arrangement
  • Supplemental Life & Other Insurance Plans
  • Identity Theft Protection
  • Pet Insurance
  • Legal Insurance
  • Employee Assistance Program
  • Employee Advocacy Program
  • Tickets at Work (Entertainment discounts for Ameris Bank Employees)
  • AT&T Employee Discount
  • Wellness Discounts for Medical Premiums and Other Rewards
  • Employee Referral Incentive
  • Education Assistance
  • Employee Resource Groups
  • Banking Advantages For Employees

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