Equipment Finance Program Manager II - Equipment Broker Sales

Ameris Bank

$30K — $150K *
Costa Mesa, CA 92627Remote in California, US
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in Equipment Finance industry
  • Experience with Salesforce and Portal 360
  • Strong understanding of CRM systems
  • Proven track record of exceeding sales targets
  • High school diploma or GED required; Bachelor's preferred

Responsibilities

  • Book originations to meet or exceed annual objectives
  • Launch and train new Broker relationships
  • Motivate and drive Broker relationships towards goals
  • Own and communicate new Broker relationship strategies
  • Assist in strategic management of Broker accounts
  • Collaborate with internal teams including Credit and Marketing
  • Provide mentorship to junior team members

Benefits

  • Comprehensive medical, dental, and vision insurance
  • Life and accidental death insurance at no cost
  • 401(k) plan with generous company match
  • Education assistance and employee advocacy programs
  • Employee Resource Groups for diverse perspectives
  • Paid sick leave and 11 holidays per year
  • Various wellness and financial discounts
Full Job Description
Responsible for booking originations at the objective goal, maintaining relationships with clients both internal and external, assisting in growing and maintaining current clientele.

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
• Motivate and drive Broker relationships towards stated objectives
• Takes ownership of training, communicates and administers new Broker relationships, both internally and externally
• Assists in strategic management of Broker accounts with principals and/or designated contacts of Brokers, in conjunction with Balboa Capital's management tram
• 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
• Practices ethical sales behaviors in accordance with Ameris' core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services.

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

Salary range: $30k-$150k per year. Average commission: $10k-$150k+ per year

Pay Range:

Benefits Available to Employees:

Ameris Bank provides a comprehensive employee benefit package to all eligible employees.
  • 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
  • Ameris Bank matches 50% of your first 8% of contributions to the 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:

In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.
  • Free Interest Checking
  • Free Safe Deposit Box
  • Free Money Orders, Travelers' Checks and Cashier Checks
  • Discount on Mortgage Origination Fee
  • Free Online Banking and Free Unlimited Online Bill Payment
  • Employee Banking Perks


Disclaimer:

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.

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