Commerce Bank

Financial Planning and Analysis

• Learn and perform all aspects of an equipment transaction from prospecting with direct sales team to pricing, documentation, booking and servicing new customers
• Reach out to clients and prospective clients via phone calls and other referral sources
• Assist sales team with the development of new marketing ideas, campaigns, list creation and other items that aid market development
• Perform other duties as assigned

Equipment Finance Sales Associate

Manager

• Serve as the primary advisor for commercial relationships, while ensuring a high level of customer satisfaction and retention
• Evaluate customer service requests for existing relationships, including loan renewals and modifications
• Assist the Regional Managers on credit requests, including: general underwriting, loan structuring, negotiating/pricing, collateral, and analyzing industry/credit risk
• Prepare loan booking requirements, including: negotiating terms, the review of loan documentation and assisting in the closing process
• Manage annual credit review schedule for team of Relationship Managers
• Prepare loan presentations and credit reviews as necessary
• Maintain loan reporting, including: such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc
• Assist respective Regional Mangers in the credit management of all watch list credits
• Ensure compliance with all Bank policies, procedures, regulations, and laws
• Perform other duties as assigned

Equipment Finance Sales Associate

Senior Commercial Banking Portfolio Manager