Equipment Finance Resume Sample
Justice Hagenes
6557 Wiegand Dam,
Detroit,
MI
+1 (555) 682 7363
Work Experience
Equipment Finance Portfolio Manager
01/2016
-
PRESENT
Phoenix, AZ
- Demonstrate macro level knowledge of credit risk policy and internal credit ratings to determine client’s creditworthiness
- Work closely with vendors, third parties and internal partners to advance assigned transactions to a closing event, including negotiation of documents, receipt/review of ancillary documentation including PO’s invoices, proof of payment, collateral descriptions, appraisals etc
- Provide administrative support of other KEF Account Managers who close transactions by performing a ‘second review’ of their checklists, documentation packages and pre-booking information to ensure accuracy and completeness of the information, and compliance with company policies and procedures
- Works with EFD’s Special Assets Department concerning remarket values for restructuring distressed transactions and the remarketing of repossessed equipment to maximize net recoveries
- Work with EFD’s Collection and Special Assets Departments on developing policies and procedures to enhance collection and recovery efforts
- Assist sales and marketing groups in structuring transactions to meet EFD new business volume objectives and profitability goals while mitigating residual risk through, among other things, setting realistic residuals and developing lease/loan document protection provisions including maintenance and return provisions designed to protect the bank’s equipment investment/collateral
- Maintains the bank’s residual loan policy and recommends changes as needed
- Interfaces with RVI regarding covered equipment and the associated residual values under EFD’s insurance program
Equipment Finance
02/2013
-
10/2015
Dallas, TX
- Market the bank’s equipment finance services to potential customers through outbound calls and marketing materials to cultivate relationships. These customers consist primarily of regional equipment resellers (dealers) within established markets
- Support existing manufacturer programs through follow up and managing the transactions underway
- Attend conferences and make dealer visits as requested by the Program Manager
- Market Trinity Capital’s equipment finance services to potential customers through outbound calls and marketing materials. These customers consist primarily of regional equipment resellers within established markets
- Obtain required information and financial disclosure on all credit applications including answers to Credit’s follow up questions
- Answer dealer/reseller questions on EFD’s external app entry and pricing portal
- Responsible for identifying, developing, structuring and closing equipment finance opportunities that are originated through direct-calling efforts, as well as internal bank partners, and achieving the assigned financial objectives focusing on the customers in the upper middle market and large corporate market segment
- Develop lasting relationships with Business Banking management, Relationship Managers and Credit Officers to maintain marketing access to their clients and prospects
- Interface with other HEF and Huntington business units to expand overall primary bank relationships with clients and refer opportunities
Equipment Finance Sales Coordinator
05/2006
-
08/2012
Boston, MA
- Credit - Knowledge of one or more of the following: commercial credit regulations, policies, and procedures; loan analysis, restructuring, and documentation; collection techniques; structure financing analysis
- Finance & Accounting - Advanced knowledge of accounting principles, operating procedures within lease accounting, applicable laws, regulations and practices, and reporting of financial data
- Loan Documentation – Ability to read and interpret commercial lease and loan documents and a solid understanding of loan/ banking terms
- Operational/Regulations Processes - Ability to establish, conduct and track (audit) operational processes properly, and implement changes
- Products and Services - has a thorough understanding of Equipment Finance product and services mix and retains comprehensive knowledge and understanding of all documentation required for set up
- Risk/Compliance - Knowledge of one or more of the following: Auditing, System Auditing. This includes knowledge of all applicable local and federal laws and regulations
- Maintains a percentage (to be determined at the start of every year) of aggregate receivable dollar balances of EFD portfolio accounts that are over 30 days past due at each month end
Education
DeVry University
2000 - 2005
Bachelor's Degree in Business Administration
Professional Skills
- Excellent communication skills across all levels and channels, including sound organizational and resourcefulness ability, and strong presentation skills
- Strong relationship / collaboration skills, and decision making skills
- Strong communication and negotiation skills Management skills Proficient in use of Microsoft Excel and Word Use Outlook email and Internet Explorer
- Strong interpersonal, communication (written and verbal) and partnering skills. A “team” player
- Strong analytical, problem-solving, and organization skills
- Business development skills via cold calling, database mining and bank partnering
- Good writing and negotiating skills
How to write Equipment Finance Resume
Equipment Finance role is responsible for equipment, organizational, business, credit, technical, valuation, risk, database, assessment, organization.
To write great resume for equipment finance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Equipment Finance Resume
The section contact information is important in your equipment finance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Equipment Finance Resume
The section work experience is an essential part of your equipment finance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous equipment finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular equipment finance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Equipment Finance resume experience can include:
- Effectively communicate customer insurance issues and concerns to all appropriate personnel
- Working knowledge/prior use of Salesforce.com, TValue and Excel
- Solid understanding of financial products & services (including web based product delivery channels)
- Experience in lease/loan origination, banking/mortgage operations (documentation, customer service, accounting) or related field
- Experience explaining and negotiating terms and conditions with Lessees / Borrowers, and external / internal counterparties
- Experience working with third party programs including buy/sell syndication's
Education on an Equipment Finance Resume
Make sure to make education a priority on your equipment finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your equipment finance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Equipment Finance Resume
When listing skills on your equipment finance resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical equipment finance skills:
- Strong communication (both verbal and written), strong organizational skills and excellent technical knowledge required
- Strong organizational skills; prioritize and self manage responsibilities
- Effective listening & communication skills with vendor, customers or end user relations
- Strong customer service skills with internal bank users of equipment valuation services
- Demonstrated working effectively in a team, adopting a flexible work approach
- Or more prior relevant experience in Equipment Finance Leasing
List of Typical Experience For an Equipment Finance Resume
1
Experience For Equipment Finance Portfolio Manager Resume
- Analyze client's financial information available through company systems to effectively analyze risk information of client’s equipment financing strategy
- Effectively communicate findings to Relationship Managers and senior management
- Strong risk and financial analysis background, including the understanding of financial statements and accounting treatments
- Relevant equipment financing and asset management experience
- Proven ability to establish and cultivate internal and external relationships as necessary to support function and business
2
Experience For Equipment Finance Specialist Resume
- Winning new and existing NAB clients to NAB Equipment Finance through a spot and refer service promoted to Bankers and direct channels
- Filing UCC statements, amendments and terminations
- Remarketing: Work with customers, internal partners, and third parties to amiably maximize gain and mitigate loss in equipment dispositions
- Expedite internal deal processing through various functions (including credit, contracts and pricing)
- Drives business development by acquiring highly profitable customers with annual revenue between $50MM and $3B focusing on the upper end of the market
- Input leasing applications for all Business Units within Equipment Finance Division into origination system with high accuracy
- Facilitates and/or manages the gathering of business requirements for the project, with primary focus on “business as usual” system enhancements
- Analyze Decision Automation / Credit Scoring Decisions to determine next steps in the credit analysis / credit decision process
3
Experience For Equipment Finance Controller Resume
- Continually reviews and updates (as applicable) the business’ existing matrix of equipment values, and develops and implements guidelines for its use
- Meets the projected monthly budget of late charges determined at the start of every year
- Follows EFD procedures to minimize the dollars of receivable balances of accounts in the portfolio that are charged off each month
- Negotiates and implements the collection function for external clients. Writes documentation and monitors the program in accordance with the client’s policies and procedures
- Works in concert with EFD Legal Department on settlements, bankruptcies and other legal concerns, and ensures prompt and appropriate handling
4
Experience For Equipment Finance Sales Coordinator Resume
- Interfaces with Risk Management, Portfolio Management and other business entities to anticipate future trends in the portfolio. Monitors industry exposure through analysis of delinquency trends. Consults with clients and risk management team for the outlook of various industries
- Pull customer credit bureau reports when system requires
- Composes letters and memoranda from verbal direction or knowledge of the Bank’s policies, procedures, and functions. Initiates responses to correspondence for senior executive or own signature
- Generate various tracking reports for insurance compliance and follow up
- Obtain proper certificate holder information, endorsements and coverage on new and existing customers via fax, email, mail and telephone calls
- Update the Bank’s database with accurate and current insurance information on multiple portfolios
5
Experience For Senior Equipment Finance Asset Manager Resume
- Keep and maintain insurance certificates on file
- Complete waivers and non-monetary change forms for the Automatic Insurance Program
- Attend all insurance conference call meetings for AIP and give feedback on processes and issues
- Work with adjusters on claims to obtain fairness and proper documentation required for all parties
- Calculate and execute buy-out quotes, Letters of Guarantees and release of liens and titles as applicable
- Train insurance personnel and update/maintain insurance procedures
- Create forms for private label correspondence related to insurance when needed
6
Experience For Senior Equipment Finance Service Account Specialist Resume
- Review, understand, leverage insight from our commercial colleagues and actively contribute to the client’s/active target's financial circumstances as a valued member of the RBC relationship team
- Review, understand, leverage insight from our commercial colleagues and actively contribute to the client’s/prospect's financial circumstances as a valued member of the RBC relationship team
- Displayed initiative, enthusiasm and commitment
- Facilitates or manages in the development of the project definition by way of Enhancement Requests (Scope and Deliverables)
- Seeks input and prepares project/ implementation plan from all impacted business partners and /or stakeholder
7
Experience For Equipment Finance Senior Documentation Specialist Resume
- Calculates, quotes and processes customer requests for early termination and prepayment through careful review of lease and loan documentation, coupled with the business’ accounting system
- Responsible for managing the Equipment Finance’s documentation team in support of transaction volume
- Develop and manage relationships with commercial banks, equipment finance companies and other institutional investors in coordination with MB Equipment Finance’s deal origination, credit, documentation and finance teams
- Structure, price, process and assist in closing equipment leasing or loan transactions slated for both direct investment and syndication placement. Prepares information memoranda and associated materials for distribution to potential investors
- Plays a primary syndication role in investor presentations, sales meetings and other relevant deal discussions
- Plays a critical role in the Capital Markets due diligence process and assists the business’ documentation and legal team in the preparation, and negotiation of documentation with respect to both direct investment and syndication/investor issues
- Participates in transaction pipeline, deal review and deal approval meetings. Keeps senior management advised of all material developments
- Analyzes credit and market risks, provides useful capital markets information for decision making, structuring, and pricing in order to win transactions and clear market. Provides liquidity opinions as required. Monitors the primary and secondary markets and shares market intelligence with other syndicators
- Assists in the development of process improvement initiatives with the Capital Markets team and provides solutions as appropriate
8
Experience For Equipment Finance Account Manager Resume
- 'LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
- Live by the Bank’s Mission Statement and practice the Bank’s Corporate Strategy
- Analyze Business and Personal Credit Reports
- Review the asset to be financed or leased: understand the justification of the equipment, collateral valuation, depreciation and gap analysis
- Perform credit analysis, identify risk factors and prepare the credit write up and recommendation
- Establish risk ratings on transactions
- Perform financial spreads as applicable
9
Experience For Equipment Finance Account Representative Resume
- Continue to provide superior customer service and support to the BBC’s network of financial partners
- Partners with Credit Risk to ensure all necessary documents are delivered to allow for a complete credit assessment.Represents the bank at industry functions to further enhance its image and develop expanded business
- Maintains professional and community relations to increase the bank’s visibility and new business opportunities, and to further personal development.
- The position requires solid knowledge of various equipment financing products including operating leases, conditional sales, sale / leasebacks, terminal rental adjustment clause (‘TRAC’s”), and synthetic leases
- Ensure all operations permits and licenses are current and respective returns are filed on a timely basis, e.g. IFTA, 2290’s, apportioned registration, UCR, etc
- Maintain a scheduled calling program for vertical responsibilities with local clients and prospects to develop marketing of EF services. Identify and address areas of competition, as well as potential new markets to maximize volume and earnings of the large corporate EF portfolio
- Assisting the EF Hub Team in achieving our team revenue plan
10
Experience For Credit Manager, TD Equipment Finance Resume
- Coordinate the delivery of EF products to target clients and prospects of Corporate Banking and Capital Markets teams
- Responsible for management of the business’ residual risk setting processes and developing, completing and maintaining procedures and databases related to the residual value methodology
- Works with legal and documentation teams to ensure the business’ maintenance, use and return provisions meet the business’ risk and Equipment Management parameters for each transaction, and are readily acceptable in the market
- Assists in the preparation and presentation of periodic FAS reviews and analysis of the business unit’s equipment and residual risk
- Develop accounting control parameters and recommend improvements to current control procedures. Specifically, develop and manage strict criteria and evaluation processes for the management of REVFS’ portfolio of business (e.g. delinquencies, concentrations, credit limits and terms, contingent liabilities, etc)
- Work as a member of the EFG’s Credit Delivery Team in conjunction with Relationship Manager, Credit Officer, EFG Operations Manager, EFG Director, etc
List of Typical Skills For an Equipment Finance Resume
1
Skills For Equipment Finance Portfolio Manager Resume
- Strong business judgment, and risk assessment skills
- Personal computer skills in Word and Excel necessary to format lease documents, spreadsheets, et cetera
- PC skills in Word, Excel and PowerPoint
- Strong sales techniques and understanding of business strategies to sell equipment financing solutions
- Solid understanding of lease pricing
2
Skills For Equipment Finance Specialist Resume
- Customer & team focused and assists the team on prioritizing daily tasks
- Utilizes capacity planning models to ensure maximum productivity in a cost-effective manner
- Operate independently but also contribute in a close and inter-dependent team environment
- Strong Fluency with Windows applications and Microsoft Office programs such as Word, Excel, PowerPoint, Access
- Demonstrate ability to supervise and direct the work of others
- Handle multiple projects and priorities in a fast-paced environment
- Proven ability to assess credit and minimize risk
3
Skills For Equipment Finance Controller Resume
- Understanding of FAA requirements for documentation of Aircraft
- Billing and Contract Management
- Ensure maximum benefit / impact in client interactions utilizing (Leveraging) sales enablers including targeted prospecting and pre-call planning tools
- Demonstrable comfort/working knowledge of basic credit, contract and pricing aspects of vendor leasing and financing
- Lease/loan manual payoff generation along with end of lease options understanding, capital markets understanding, pricing
- Notify appropriate sales teams of un-cleared pre-credit exceptions and/or missing information preventing applications from advancing through the credit process
- Lease/loan pricing including but, not limited to contract negotiation & product strategies
- Fluent and agile in discussing / negotiating business terms and documentation within range of authority
4
Skills For Equipment Finance Sales Coordinator Resume
- Put clients first. Excel in responding to requests quickly and reliably and ensure smooth operation of banking products and services.
- Actively seeks the identification of project issues, escalates and manages resolution as required providing regular reporting of same
- Engage with the Resellers` leadership teams; regularly meeting them at their offices, attending sales meetings and sales 1:2:1’s
- Monitor cash app and support the team by providing training & help on cash applications
- Assist the underwriting team with preparing new business transactions for presentation to various loan risk approval committees
- Knowledge of facilities, building maintenance, and telecommunications services
5
Skills For Senior Equipment Finance Asset Manager Resume
- Bank Leasing or Loan Operations
- Lease/loan documentation & credit approval understanding
- Subject matter expert in establishing appropriate maintenance, use and return conditions
- An established network of outside contacts and industry experts, including third party appraisers, equipment remarketers, and ELFA/ASA industry peers
- Establishes and maintains procedures for portfolio service providers for purchased portfolios who servicing remains with the seller
- Manages leasing portfolio receivables
- In a lease/loan processing role
6
Skills For Senior Equipment Finance Service Account Specialist Resume
- Microsoft office suite, Crystal reports,Infolease servicing system
- Lead and manage direct reports so they can execute against plan while protecting the balance sheet and reputation of the bank
- Multi-task and handle various ad-hoc requests. Ability to be creative in structuring
- Proactive, detail-oriented, driven to work in a fast learning environment
- Responsible to manage business as usual Operational Initiatives e.g. Annual Review of High Risk Processes, End User Computing, Process Reviews
7
Skills For Equipment Finance Senior Documentation Specialist Resume
- Support the documentation team and review document packages for final approval and funding as necessary
- Prepare ad-hoc reporting and participate in special projects
- Travel periodically ad attend seminars and training as requested
- Review booking checklist, generate amortization schedule & payoffs
- Review and clear exceptions on applications in a timely manner by obtaining additional information sales or other sources
8
Skills For Equipment Finance Account Manager Resume
- Process lease/loan termination/rebooking/restructuration
- Understand and formalize business needs and processes
- Establish and cultivate internal and external relationships as necessary to support function and business
- Knowledge of lease/ loan documentation structures
- Proficiency in Microsoft Office products (Word, Excel)
- Acts as subject matter expert and provides training, troubleshooting and other support for software applications managed by business unit (i.e., LeaseWave, SuperTrump, SalesForce)
- Identifies opportunities to increase accuracy and optimize resources and implements solutions
- Locations – New York, Boston
- Knowledge of lease documentation
9
Skills For Equipment Finance Account Representative Resume
- Financial product and service knowledge
- Business and executive office protocol
- Knowledge of financial products, terminology and legal documents
- Work independently from a remote site
- Microsoft Products especially Excel
10
Skills For Credit Manager, TD Equipment Finance Resume
- Data analysis & Project management (documentation of processes, workflows and procedures)
- Tools: Office, HP calculator, TValue, LeaseWork, Salesforce
- Able to write, communicate and implement processes
- Detailed oriented and able to work well under tight deadlines and make independent decsions
- Resolve internal and external conflicts in a timely manner
- Execution focused. Knowledge of equipment financing products including fair market value leases, conditional sales, sale / leasebacks, terminal rental adjustment clause (‘TRAC’s”), and synthetic leases
- Understand and navigate equipment finance documentation
- Analyzes, recommends and identifies to the credit department specific equipment that has deteriorated in value in order for them to properly evaluate collateral in support of lease transactions
List of Typical Responsibilities For an Equipment Finance Resume
1
Responsibilities For Equipment Finance Portfolio Manager Resume
- Performs annual reviews of the entire equipment portfolio to estimate market evaluations on equipment owned transactions for the purposes of marking assets to market and complying with FASB 13 requirements
- Credit skills: assessment of risk and financial analysis, leasing structures and equipment financing
- Experience with Workflow tools, documentation and booking systems (e.g. Info-Lease / Rapport, Imaging)
- Broad understanding of, and experience in, business development and sales
- Enable continuity of client service and future opportunity spotting by documenting details of client interactions in most appropriate system (synergy/Pipeline)
- Deep knowledge of equipment financing solutions and partners, ability to stay current on industry trends and events and networking
- Track record of meeting assigned quantitative objectives such as new business targets and pricing spreads on new business volume
- Uses independent judgment in performing equipment related evaluations, appraisals and asset sales techniques
2
Responsibilities For Equipment Finance Specialist Resume
- Proactively identify cross-sell opportunities through interactions with customers.Identifying and promoting opportunities to increase our market share, client satisfaction and business revenues through our strategic client services
- Understanding of requirements for documentation of equipment transactions
- Work with other departments to resolve open items. Create new and modify existing processes as appropriate. Cross train other department members
- Processes and maintains information of a highly complex and confidential nature dealing with issues of substantial importance to the department
- Commercial banking and account management
- Analyze personal credit information including personal financial statements and tax returns
3
Responsibilities For Equipment Finance Controller Resume
- Flexible, versatile and willingness to work within constant changing environments
- Knowledge of leasing activities
- Proactive, detail-oriented, rigorous, driven to work in a fast learning environment
- Be the point of contact of SGEF US departments to understand their needs and help define IT solutions
- Build the end-to-end project roadmap from the business needs to the implementation of the solution in production
- Primary sales support resource for VP of Sales who is assigned multiple global vendor relationships
- Act as dedicated “back up” for VP of Sales for particular vendor and/or reseller programs
- Monitor the various equipment markets for technology changes, market influences and regulatory changes that affect value of leased equipment and residual pricing
- Perform and coordinate portfolio and administration activities as assigned and required by policy
4
Responsibilities For Equipment Finance Sales Coordinator Resume
- Perform equipment inspections as needed and arrange outside third party inspections and appraisals as requested
- Work individually, and on team
- Review & process rebooks/renewals/restructures/syndidations/inventory/pass throughs
- Fix any sales & property tax system related issues
- Run the termination report for the Finance team
- Act in calls receive from customers, vendors and internal users
- Answer audit request related to contract balance /custumers
5
Responsibilities For Senior Equipment Finance Asset Manager Resume
- Maintain the syndication calendar and set up wires for accurate & timely payments
- Implement/test new features and processes in LeasWork in order to improve productivity
- Issue monthly activity reports for the Head of Back Office and the Risk function
- Point of contact for disaster recovery plan
- Responsible for all customer invoice generation and delivery and accuracy of the processes and system projects associated with this. Manage the monthly collections process and assist with workouts as needed
- Responsible for the accuracy of all initial customer invoicing through proper deal setup in systems of record. Review ACH setup for customers and ensure billing accuracy prior to submission. Drive the processes and system projects associated with these functions
- Ensure that the daily processing of transactions impacts the general ledger correctly. Ensure that all daily processes run correctly in system of record. Research and resolve differences as appropriate
- Be the primary subject matter expert in lease pricing and SuperTRUMP pricing software. Serve as a backup for other lease accounting processes within the department
6
Responsibilities For Senior Equipment Finance Service Account Specialist Resume
- Understand complex lease accounting process and make recommendations to improve, streamline or eliminate processes or procedures within the business. Primary change agent for all system processes associated with portfolio operations functions
- Manages and is directly involved in supervising the staff in preparing, reviewing and approving lease documentation, as well as general coordination between client personnel, the lease customer and the funding source
- Oversees end of term buy-out and remarketing services provided to managed clients to ensure that the legal requirements are followed and that negotiated values are maximized
- Provides oversight of the Customer Service supervisor and staff in addressing customer inquiries, insurance matters and certain end of term transactions. Assists in resolution of customer disputes, unusual and/or difficult customer situations
- Provides staff development by giving meaningful feedback, establishing annual objectives, requiring functional cross training, and encouraging formal training, both in topics that are directly pertinent to their job functions as well as other areas for continued growth
7
Responsibilities For Equipment Finance Senior Documentation Specialist Resume
- Establishes and maintains adequate internal controls and compliance with policies and procedures. Interacts with internal and external auditors on occasion and provides compliance documentation as requested
- Perform annual reviews of the entire equipment portfolio to estimate market valuations on equipment owned transactions for the purposes of marking assets to market and complying with ASC 840 requirements
- Assist other areas of the bank such as middle market and asset based lending in helping them determine asset valuations and providing appraisal review and opinion for the banks overall commercial business
- Assist in the development, maintenance and publishing of equipment management related guidelines, procedures and manuals
- Develop individual sales plan, reviewing results to plan for discussion at monthly/quarterly intervals and adjust sales activities as required to achieve plan
8
Responsibilities For Equipment Finance Account Manager Resume
- Manage and ensure profitability against the portfolio of leased and owned assets to ensure continued profitability for the group and the bank as a whole
- Use independent judgment to perform equipment related analysis, evaluations, appraisals and asset sales techniques
- Work in a fast-paced, time-sensitive, multi-tasked operations environment
- Fluent in some contract structures Leases: e.g. Municipal, Tax / Track, FMV, loans
- Knowledge of various equipment valuation search engines such as Equipment watch and a vast connection of equipment dealer relationships to confirm equipment valuations
- Proven organization skills with the ability to manage multiple priorities with changing deadlines and timeframes
- Knowledge of the agriculture industry, and general commercial business as it relates to agriculture/agri-business, in the Southwest Ontario region
- New client acquisition skills: pitching the value proposition, networking, lead generation and qualification, initial customer contact and cold calling, asking for referrals and time management
- Attributes: self-confident in ability to succeed, positive attitude towards sales and able to effectively manage rejection, proactive sales approach with balanced closing style, comfortable working within existing structure, confidence in public speaking and presentations to mid-large audiences
9
Responsibilities For Equipment Finance Account Representative Resume
- Accountable for usage of implementation tools that support sales routines; including active participation in team meetings, weekly reviews, utilize sales pipeline tool to document all relevant sales contacts, activities and results, monthly /quarterly feedback on performance relative to goals
- Build both internal and external networks to capitalize on business opportunities and referrals. Develop expertise in assigned industry segment as appropriate
- Develop individual sales plan to support the mandated business performance requirements, reviewing results to plan for discussion at monthly/quarterly intervals and adjust activities as required to achieve plan
- Develop needs-based sales strategies (with input from appropriate RBC colleagues, for all clients and prospects in order to create or increase revenue, client profitability and client loyalty. Document activities within Client Relationship Plan and follow through on the activities associated to each client strategy.)
- Price business and collect fees within prescribed guidelines for Leasing services, maintaining balance of sales results, portfolio profitability, and relationship building
10
Responsibilities For Credit Manager, TD Equipment Finance Resume
- Maximize the use of technology (Microsoft Office, Outlook, EDGE, Commercial Profitability Model, and Synergy/Microsoft CRM) and maintain data integrity, documenting all relevant client sales and service contacts and results
- Accountable for implementation tools that support sales routines; including active participation in team meetings, goal setting and activity discussions, utilize sales pipeline tool to document all relevant sales contacts and results, monthly /quarterly feedback on performance relative to goals
- Excellent sales/sales support skills with a track record of successful engagement with large IT vendors in the mid-to-large ticket market space
- Leverage presentation skills to support local Commercial Markets events as a subject matter expert and guest speaker
- Customer service skills with internal bank users of equipment valuation services
- Communicates effectively and in a timely manner with all customers and clients
- Strong client focus and the ability to incorporate sales disciplines into day-to-day activities
Related to Equipment Finance Resume Samples
Equipment Manager Resume Sample
Work Experience
• Develop and manage Inmet’s Total Productive Maintenance (TPM) plan including the creation, maintenance, and scheduling of preventive maintenance (PM) procedures
• Valid driver’s license
• Vision abilities (with correction) to include close, distance, peripheral, depth, and th...
Professional Skills
• Strong negotiation skills demonstrated by ...
• Gaining skills to effectively manage emplo...
• Strong computer skills and experience work...
Equipment Tech Resume Sample
Work Experience
• Performs PM procedures using manufacturer’s recommendations, standards or code requirements, as well as industry acceptable processes as guidelines
• Strong customer service communications skills are required to interact with hospital personnel and vendors to achieve positive outcomes.
...
Professional Skills
• Use and interpretation of national safety ...
• ) Machine Repair & Light Maintenance: Cond...
• Six months of related work experience, pre...
Manager, Equipment Resume Sample
Work Experience
• Sets up standard and special purpose laboratory equipment to test, evaluate and calibrate other instruments and test equipment
• Aligns repairs, replaces and balances component parts and circuitry
• Improve upon operational KPI’s such as: on-time performance, average availabl...
Professional Skills
• Strong interpersonal skills, proactive app...
• Strong initiative and leadership, analytic...
• Experience with strategic planning and con...
Pool & Beach Resume Sample
Work Experience
• Confirm guest orders including any special needs or requests from the lounge server using the hotel’s point-of-sales system; check completed orders with the guest’s original order
• Service and take orders from guests seated at the bar area offering interesting, and vivid descriptions of the each i...
Professional Skills
• Competent in communication, creativity, in...
• Learning and Development – excellent train...
• Set up area prior to opening each day
Assistant Lab Resume Sample
Work Experience
• Gather information and documents to support the patient visit
• Be responsible for adhering to all policies, procedures and practice guidelines
• Promote teamwork with all members of the health care team
• Maintain complete, timely and accurate clinical...
Professional Skills
• Proven experience processing lab specimens...
• Demonstrated experience processing lab spe...
• Analytical skills necessary for any phlebo...
Associate, Facilities Resume Sample
Work Experience
• Records and reports all needed repairs; repairs as directed
• Adapt to company growth and new direction
• Availability to work O.T. hours particularly in support of employee churn moves
• Provide oversight for facilities maintenance programs
...
Professional Skills
• Good PC skills including Microsoft Excel, ...
• Experience in facility planning or facilit...
• Experience: 5 years of project and facilit...