Associate Equipment Finance Specialist

• Perform or assist with equipment finance activities under supervision
• Identify and mitigate regulatory, reputational, operational, and credit risks
• Help ensure quality for new and existing clients
• Assist with preparation of offerings and scorecards
• Assist in origination, financial analysis, negotiation, and documentation of equipment finance products and services
• Interact with internal and external clients to gather or clarify information and develop client relationships
• Articulate recommendations to customers regarding servicing and product inquiries
• Analyze, evaluate, and mitigate credit risk using credit fundamentals and internal credit policies
• Participate in social learning, mentoring, job shadowing, community outreach, and formal learning
• Network with business representatives and peers to develop credit, product, and sales skills

• University/college degree typically required, or comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
• 2+ years of relevant professional experience
• Knowledge of credit fundamentals and internal credit policies
• Ability to analyze, evaluate, and mitigate credit risk
• Skills in financial analysis, credit processes, and credit products
• Client relationship-building and customer engagement skills
• Decision-making and critical-thinking skills
• Accuracy and attention to detail
• Ability to manage multiple priorities
• No employment visa sponsorship or STEM OPT
• No required certifications or licenses

Demonstrates expertise in credit risk analysis and financial analysis, with a strong ability to build client relationships and engage in effective decision-making. Proficient in identifying and mitigating risks while managing multiple priorities with accuracy and attention to detail.

• Credit Risk Analysis
• Financial Analysis
• Client Relationship Building
• Decision-Making Skills
• Attention to Detail

• Credit Fundamentals
• Credit Policies
• Credit Processes
• Credit Products
• Financial Analysis

• Critical Thinking
• Customer Engagement
• Ability to Manage Multiple Priorities

• Equipment Finance
• Regulatory Risks
• Operational Risks
• Reputational Risks
• Negotiation
• Documentation