Texas Capital Bank

Associate Equipment Financing & Leasing

Job Location US-TX-Dallas - Corporate Headquarters
ID
2021-5384
Location: Address
2000 McKinney Ave
Category
Commercial & Corporate Banking

Overview

The Associate role is integral to the success of Equipment Finance and Leasing line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank.

 

This position will support the EFL lines of business within the bank, that has a direct working relationship with the various lines of businesses including Middle Market and Corporate Banking, Risk, Energy, Real Estate, Private Wealth, and Treasury Services.

 

Responsibilities

  • Prequalify leads and determine next steps, provide feedback on possible terms and pricing when applicable
  • Engage with customers, vendors and others as needed to obtain items needed for documentation.
  • Provide out of office coverage for sales staff
  • Shepard transactions through the documentation/closing process
  • Monitor transactions in the pipeline and provide timely reporting to sales and management of status and any anticipated changes to expected timing
  • Identify additional customer needs and effectively communicate them to the sales team
  • Educate customers, bankers and others on products, process, documentation requirements
  • Field customer inquiries
  • Assist RMs in preparation for opportunity planning sessions (OPS)
  • Create and direct the preparation of pricing and return analysis
  • Identify cross-sell opportunities

Qualifications

  • Knowledge of equipment finance products: Loans, Finance Leases, Tax Leases including TRAC, Split TRAC, EBO, Capped FMV, First Amendment and sale lease back options
  • Knowledge of documentation requirements for each product
  • Knowledge of tax implications of each product
  • Knowledge of basic credit concepts including cashflow and leverage
  • Ability to identify risk factors and potential mitigates
  • Ability to monitor and engage on multiple transactions at one time
  • Ability to work collaboratively with internal partners -credit, documentation, sales, compliance
  • Ability to communicate effectively at all levels – customers, bankers, sales, credit, documentation, management.
  • Ability to prioritize and organize to meet multiple conflicting deadlines
  • Ability to identify trends and implement process changes to improve both internal and external customer experience
  • Exceptional writing, interpersonal and communication skills
  • Extraordinary levels of motivation and initiative
  • Effective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organization
  • Strong Microsoft Office skills including Outlook, Excel, and PowerPoint in order to produce reports, memos, and presentations

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