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Lead Credit Product Sales Specialist
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Responsibilities
- Lead or participate in sourcing new clients or growing existing relationships in a given product or specialty
- Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
- Lead moderately complex transactions in partnership with coverage teams for specialty products, including by analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients; lead internal coordination and submit transactions to management or independent risk for approval
- Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues and achieve business objectives
- Independently resolve moderately complex issues while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
- Partner with product management functional partners to provide feedback on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
- Contribute to large-scale planning related to a given product or specialty’s business objectives
- Serve as a mentor for less experienced individuals
- 5+ years of secured or specialized lending sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Background in sales and experience in originating new prospective relationships
- Qualifying and closing a variety of lease and loan financing products with a good command for analyzing financial results
- Work cooperatively with internal sales and credit team to submit, credit approve, document and fund transactions ranging from $100,000+
- Work with manager to build a marketing plan to provide coverage for a large geographic area.
- Financial Services Experience
- Excellent verbal, written, and interpersonal communication skills
- Ability to work in a fast-paced deadline driven environment
- Strong organizational, multi-tasking, and prioritizing skills.
- Highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving result
- Demonstrated proficiency in handling multiple projects and deadlines
- Strong analytical skills with high attention to detail and accuracy
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