Manage portfolio through complete and current knowledge of client’s financial condition, management’s performance and industry trends, and take timely action so client losses are minimized and do not exceed budgeted standards.
Manage a diverse portfolio of equipment finance clients, ensuring each relationship meets corporate standards for credit quality, profitability, and compliance.
Conduct ongoing credit assessments, monitor account performance, and proactively identify emerging risks or opportunities within the portfolio.
Build and maintain strong relationships with clients, vendors, manufacturers, and internal partners to support deal flow and enhance customer experience.
Oversee problem loans and workout credits by developing action plans, coordinating with credit and risk teams, and guiding clients toward resolution strategies that protect portfolio performance.
Propose changes in policies and procedure to reduce costs and provide better and more efficient services.
Develop and operate within individual budget to control expenses.
Structure and underwrite changes to existing deals for management approval.
Other duties as assigned.

Account Executive II – Equipment Finance

Key skills