Balboa Capital

Financial Planning and Analysis

• Responsible for developing new and further penetrating existing vendor and or end user customers
• Support the sales team in various ways by assisting with training and helping develop new salespeople
• Prospect and develop new and existing vendor and or end user customer relationships
• Call Expectations of 100 per day for the first year
• Drive originations and or gross margin to stated objectives
• Collects and analyzes information regarding customer's income, assets, investments, or debts
• Provides appropriate financing solutions which address customers’ individual needs after assessment of customer’s experience, assets, debt, and experience with financing products
• Works with small and mid-size businesses to assist in securing funding by analyzing the advantages and disadvantages of different financial products
• Assist with financing sales training on a regular basis through sales meetings, conference calls, tradeshows and scheduled one-on-one phone calls
• Develop strong business relationships with both senior management and day-to-day contacts at established and newly developed vendor and end user customers
• Work with existing vendors and or end user customers to enhance their financing program solutions
• Ensure all new programs are properly administered and communicated
• Collaborate with Balboa Capital’s management and support teams to drive success to defined objectives

Equipment Finance Regional Sales Manager

Business Development Rep

• Prospects and develops new vendor, manufacturing and lease relationships.
• Adheres to established business development goals.
• Assists with leading leasing sales trainings through meetings, conference calls, tradeshows, and scheduled one-on-one phone calls.
• Develops strong business relationships with both senior management and day-to-day contacts at established and newly developed vendor customers.
• Works with existing vendors to enhance their standing programs.
• Attends various trade shows nationwide as required.
• Ensures all new programs are properly administered and communicated.
• Brings forth strategic ideas to further drive business development.
• Collaborates with Balboa Capital’s management and support team to drive initiatives.
• 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.

Director of Business Development, Equipment Finance

• Responsible for developing new and further penetrating existing vendor and or end user customers
• Support the sales team in various ways by assisting with training and helping develop new salespeople
• Prospect and develop new and existing vendor and or end user customer relationships
• A minimum of 100 calls per day for the first year
• Drive originations and or gross margin to stated objectives
• Collects and analyzes information regarding customer's income, assets, investments, or debts
• Provides appropriate financing solutions which address customers’ individual needs after assessment of customer’s experience, assets, debt, and experience with financing products
• Work with small and mid-size businesses to assist in securing funding by analyzing the advantages and disadvantages of different financial products
• Assist with financing sales training on a regular basis through sales meetings, conference calls, tradeshows and scheduled one-on-one phone calls
• Develop strong business relationships with both senior management and day-to-day contacts at established and newly developed vendor and end user customers
• Work with existing vendors and or end user customers to enhance their financing program solutions
• Attend various trade shows nationwide as required
• Ensure all new programs are properly administered and communicated
• Collaborate with Balboa Capital’s management and support teams to drive success to defined objectives
• Practice 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
• Self-learning is required

Equipment Finance Regional Sales Manager – Vendor Services

Account Manager

• Responsible for building vendor and or end user customer database
• Prospecting new opportunities and providing solutions that address customer’s individual needs.
• Achieve Calling, Prospecting and Originations and or Gross Margin-based objectives
• Work with small and mid-size businesses to assist in securing financing
• Establish and grow vendor and or end user customer relationships, secure repeat/renewal business
• Provide appropriate financing solutions that address customers’ individual needs.
• Practice 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.

Equipment Finance Account Manager – Vendor Services

• Responsible for building vendor and or end user customer database
• Prospecting new opportunities
• Providing solutions that address customer’s individual needs
• Individual producer focused on prospecting new opportunities
• Achieve Calling, Prospecting and Originations and or Gross Margin-based objectives
• Working with small and mid-size businesses to assist in securing financing
• Establish and grow vendor and or end user customer relationships, secure repeat/renewal business
• Practice ethical sales behaviors in accordance with Ameris’ core values of Integrity and Honesty

Equipment Finance Account Manager – Enterprise Sales

• Responsible for building vendor and or end user customer database, prospecting new opportunities and providing solutions that address customer’s individual needs.
• Individual producer focused on prospecting new opportunities.
• Achieve Calling, Prospecting and Originations and or Gross Margin-based objectives.
• Working with small and mid-size businesses to assist in securing financing.
• Calling on campaigns through Salesforce and building a vendor or end user customer database.
• Communicate with other managers and department leaders.
• Establish and grow vendor and or end user customer relationships, secure repeat/renewal business.
• Provide appropriate financing solutions that address customers’ individual needs.
• 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.

Equipment Finance Account Manager – Commercial Finance

• Prospect and develop new and existing vendor and or end user customer relationships.
• Call expectations of 100 per day for the first year.
• Drive originations and or gross margin to stated objectives.
• Collects and analyzes information regarding customer's income, assets, investments, or debts.
• Provides appropriate financing solutions which address customers’ individual needs after assessment of customer’s experience, assets, debt, and experience with financing products.
• Works with small and mid-size businesses to assist in securing funding by analyzing the advantages and disadvantages of different financial products.
• Assist with financing sales training on a regular basis through sales meetings, conference calls, tradeshows and scheduled one-on-one phone calls.
• Develop strong business relationships with both senior management and day-to-day contacts at established and newly developed vendor and end user customers.
• Work with existing vendors and or end user customers to enhance their financing program solutions.
• Ensure all new programs are properly administered and communicated.
• Collaborate with Balboa Capital’s management and support teams to drive success to defined objectives.
• Practice 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.

Equipment Finance Regional Sales Manager – Commercial Finance

• Responsible for building vendor and or end user customer database
• Prospecting new opportunities and providing solutions that address customer’s individual needs
• Individual producer focused on prospecting new opportunities
• Call Expectations of 100 per day for the first year
• Achieve Calling, Prospecting and Originations and or Gross Margin-based objectives
• Working with small and mid-size businesses to assist in securing financing
• Calling on campaigns through Salesforce and building a vendor or end user customer database
• Communicate with other managers and department leaders
• Establish and grow vendor and or end user customer relationships, secure repeat/renewal business
• Provide appropriate financing solutions that address customers’ individual needs
• Practice ethical sales behaviors in accordance with Ameris’ core values of Integrity and Honesty