SMBC Group · 1 day ago
Equipment Finance - AVP
SMBC Group is a top-tier global financial group offering a diverse range of financial services. The AVP, Sales and Origination is responsible for managing the Inside Sales Team, supporting Quick Decision Model submissions, and identifying new business opportunities while assisting with sales and marketing activities for the Vendor finance business.
AdviceBankingFinancial Services
Responsibilities
Build and strengthen Inside Sales Team (Process improvement, Resource Allocation, Data Analysis)
Support and assisit adhoc request (data analysis, report, etc) from manager from time to time. Submit Quick Decision Model (QDM) applications to the credit team for approval
Follow up with Regional Sales Managers for any pending items in QDM, document requests and KYC
Prepare internal credit submissions and document requests to advance transactions throughout lease/loan processing cycle
Follow up with Regional Sales Managers for any pending items in QDM, document requests and KYC
Monitor and update the daily activity and tracking sheet for KYC this includes, maintaining ongoing communication with the with SMBC KYC team in response to their inquiries
Assist the Regional Managers in closing their deals by providing data input, credit submissions, documentation requests, review of executed copies, following up on pending items and preparation for funding. Communicate with dealers and customers
Manage and monitor "Program Relationship" with existing / potential client
Support and assist Collection Team following up on "Problem Account" booked by one's own or support other members
Qualification
Required
Strong communication skills and experienced in core sales techniques and ability to develop new relationships with dealers, manufacturer and end users
Knowledge and understanding of credit issues including technical ability to analyze and interpret financial statements
Knowledge of credit scoring criteria
Proficiency with our core systems (FIS Lease Management system, TValue, White-Clark system, plus Microsoft Suite)
Proficient computer skills
Basic knowledge of word, excel, powerpoint
2 to 5 years of specialized experience in Financial Services
Leasing and Finance or Bank experience
Microsoft Office (Excel, Word, Powerpoint, Access)
Preferred
KYC knowledge is a plus
Benefits
Competitive portfolio of benefits
Company
SMBC Group
SMBC Group is a top-tier global financial group.
H1B Sponsorship
SMBC Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (160)
2024 (87)
2023 (73)
2022 (44)
2021 (29)
2020 (26)
Funding
Current Stage
Late StageLeadership Team
Recent News
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