Sr Account Executive – Equipment Finance

Essential Functions

• Initiate and identify new business opportunities which may include existing customers as well as rigorous prospecting for new clients through cold calls, COI and in-person presentations
• Arrange personal meetings with prospects to explain Northwest’s products, rates and terms of finance agreements
• Achieve and exceed volume quota by effectively targeting, qualifying and closing equipment financing transactions on a direct deal basis
• Brokered transactions are not preferred
• Use industry insight, analytical skills, product knowledge and communication skills to identify, develop, activate and maintain customer relationships
• Structure, design, propose and close viable finance transactions
• Manage customer relationships on an ongoing basis by monitoring and being proactive with respect to changing dynamics of both market conditions and competition
• Effective communication attributes to communicate deal structure and customer to leadership and credit

Knowledge & Skills

• Knowledge of Excel and effective use of a CRM
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency

Education + Experience

• Preferred Bachelor’s degree in Business, Finance, or related
• 5+ years of equipment finance origination experience