ABL Loan Origination Associate - NYC, NY

Valley BankNew York, NY
8d

About The Position

Responsibilities include, but are not limited to: Partner and collaborate with ABL origination and credit professionals to produce written support of new credit opportunities. Participate in joint calls with business partners to develop customer relationships and support ABL product sales across business lines. Prospect research - qualification. Salesforce.com access for maintenance of the ABL prospects. Interact on sales opportunities with the ABL officer and our bankers located nationwide. Create sales - marketing materials such as pitch books, case studies, tombstones, etc. Liaison with corporate marketing on external marketing materials. Interface with the ABL unit and corporate marketing on social media marketing efforts. Partner with ABL credit professionals to produce written support of existing credit relationships.

Requirements

  • An understanding of accounting, financial statements, capital and debt structures.
  • Must have moderate-to-advanced proficiency in Word, Excel, and PowerPoint.
  • Demonstrates strong attention to detail and work quality, problem solving skills, and ability to prioritize work to meet numerous levels of deadlines.
  • Demonstrates excellent communication skills, both verbal and written.
  • Demonstrates strong, professional interpersonal skills to interact professionally and effectively with a variety of internal and external constituents.
  • Bachelor's degree and a minimum of 2 years' experience working in a financial analysis role with either a regulated bank or direct lender.

Nice To Haves

  • Experience with SalesForce.com or other sales management platform preferred.

Responsibilities

  • Partner and collaborate with ABL origination and credit professionals to produce written support of new credit opportunities.
  • Participate in joint calls with business partners to develop customer relationships and support ABL product sales across business lines.
  • Prospect research - qualification.
  • Salesforce.com access for maintenance of the ABL prospects.
  • Interact on sales opportunities with the ABL officer and our bankers located nationwide.
  • Create sales - marketing materials such as pitch books, case studies, tombstones, etc.
  • Liaison with corporate marketing on external marketing materials.
  • Interface with the ABL unit and corporate marketing on social media marketing efforts.
  • Partner with ABL credit professionals to produce written support of existing credit relationships.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

1,001-5,000 employees

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