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