First Citizens Bank

Lending Solutions Manager IV

First Citizens Bank$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree with 2 years of Financial Services experience, or High School Diploma/GED with 6 years of Financial Services experience.
  • Self-motivated and team-oriented in inside sales.
  • Exceptional written and verbal communication skills for diverse business interactions.
  • Strong customer service abilities with attention to detail.
  • Proficient in Microsoft Office Suite, especially Excel and Word.
  • Highly adaptable and coachable.

Responsibilities

  • Prospect, qualify, and onboard commercial vehicle dealers for financing solutions.
  • Manage financing and leasing projects including credit analysis and pricing decisions.
  • Prospect, qualify, and close business opportunities to meet origination targets.
  • Advise customers on tailored financing solutions.
  • Address customer needs and negotiate pricing efficiently over the phone.
  • Maintain a detailed database of dealers and customer interactions.
  • Nurture ongoing relationships with existing customers and vendors.

Benefits

  • Comprehensive benefits program designed to meet associate needs.
  • Access to various resources for personal and professional development.
Full Job Description
Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of our Portsmouth, NH office.

Reporting to the Vice President of the Specialty Vehicle division, the Specialty Vehicle Lending Solutions Manager is responsible for providing financing and leasing solutions to end user customers by prospecting, qualifying, and onboarding commercial vehicle dealers to offer our financing solutions to their customers.

Responsibilities

  • Prospect, qualify, and onboard commercial vehicle dealers to offer our financing solutions to their customers.
  • Manage commercial vehicle financing and leasing projects for end user customers, which entails credit analysis, project management, and decision-making on pricing.
  • Prospect, Qualify and Close business opportunities to meet or exceed monthly origination targets and acquisition goals.
  • Advise customers on financing solutions for their business.
  • Efficiently and effectively address the customer's business needs, offer appropriate value proposition solutions, negotiate price, and close accounts over the phone.
  • Maintain a database of dealers and their mutual customers through documentation by recording activity and statistics on each outbound call; uphold standards for the minimum number of calls and talk time per day.
  • Maintain on-going productive relationships with existing customers and vendors to earn repeat business.
  • Keep abreast of current industry, source, and market activities.
  • Be strategic minded toward organizational mission and goals.
  • Continuously evolve partnership development to improve partnership efficiency and effectiveness.

Qualifications

Basic Qualifications:

Bachelor's Degree and 2 years of Financial Services

-OR-

High School Diploma or GED and 6 years of Financial Services

Additional Qualifications
  • Self-motivated, team oriented, and hard-working with a passion for inside sales
  • Strong written and verbal communication skills with an ability to communicate effectively across business levels
  • Strong Customer Service skills with exceptional attention to detail
  • Proficient with Microsoft Office Suite; Excel, Word
  • Highly coachable and adaptable


Preferred Qualifications:
  • Financial Services industry experience
  • Inside Sales experience
  • Salesforce / CRM experience
  • Bilingual (English / Spanish)
  • Client-focused, proactive, and results-oriented.

This position can be hired for a Lending Solutions Manager level I - IV

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

About First Citizens Bank

First Citizens Bank is a regional bank that provides a range of financial services to individuals and businesses. The bank offers checking and savings accounts, loans, mortgages, credit cards, and investment services, as well as online and mobile banking. First Citizens Bank operates more than 500 branches in 19 states and the District of Columbia. The bank was founded in 1898 and is headquartered in Raleigh, North Carolina.
Learn more about First Citizens Bank
Size
6,000 employees
Industry
Founded
1898

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