CHB Business Development & Broker Relations Director

Platte Valley Companies•Wheatland, WY

About The Position

The Business Development & Broker Relations Director (BDD) is tasked to generate new broker associates across the nation by leading the effort to identify and vet new brokers and help to maintain/grow existing partners. Further, the position is the lead to handling all broker inquiries and transmit broker performance data/feedback. Secondary duties include managing CHB’s marketing and promotions activities to identify and institute new programs, tools, and/or methods to increase financing market share. The BDD aids selling repossessed equipment located at CHB not slated for auction or abandonment. The BDD serves on Loan Committee as needed and is a member of the CHB Management Team. Effective coordination and communication with corporate personnel and within CHB is essential. The BDD researches and reports industry trends, uses that info to help identify and set CHB goals, and helps create plans to achieve those goals. Local, regional, and national travel 4-6 times annually is expected.

Requirements

Bachelor’s degree in business, business administration, marketing, finance, communications or other relevant field; or, an acceptable equivalent of three years full-time work experience in a marketing/sales/promotions position, or 2+ years of credit/underwriter experience.
Three years of successful program management experience in business, preferably in the commercial lending, banking, or finance industry
One year of successful vehicle or equipment sales experience, preferably in transportation, construction and Ag
Highly motivated and initiative laden self-starter is an absolute must
Basic knowledge of transportation, construction, and agricultural equipment, and over the road truck and industrial machinery or the willingness to learn
Working knowledge of credit analysis
Effective oral and written communication; polished interpersonal rapport; excellent phone and in-person etiquette
Strong keyboarding/typing and computer skills; data accuracy is a must
Proven aptitude to handle sensitive operational transactions and customer relationships
Demonstrated competency in…personal leadership, decision-making, dependability, prioritizing, safety, evaluation skills, problem-solving, sales/selling/promoting, collaboration and teamwork, and time management
Professional personal appearance
Maintain privacy of customer data and confidentiality of CHB data/sensitive information
Travel up to 25% within the USA is required to include overnight visits and regional day trips.
Light Work - exerting up to 40 pounds of force rarely, and/or up to 20 pounds occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Reaching, finger dexterity, grasping, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, and repetitive motions. Thinking, concentrating, listening, speaking, and interacting with others.
You should be capable of performing the activities required of this position in a practical manner, with or without reasonable accommodations; a description of the position’s activities are listed/described herein.

Responsibilities

Create, implement, and manage successful promotional/marketing plans and related campaigns in various mediums designed to attain or surpass targets
Coordinate, communicate, and meet with existing CHB brokers across the nation to identify/develop new business opportunities; help maintain business volume expectations
Aid the process to sell repossessed equipment and consignment items located at CHB
Manage and direct the broker vetting process and tools; submit apps for review/approval and ensure Broker Lists are current and accurate; report updates to ensure apps tools accuracy
Network effectively and visit brokers to establish new partnerships and sources for loans/leases
Attend regional/national equipment finance industry events (e.g. AACFB, NEFA)
Prepare and deliver competent and confident personal/public presentations with and without charts/slides
Strictly adhere to and comply with federal and state lending statutes and all PVC and CHB policies
Develop tools to monitor, track and report on competition by gathering marketplace info and trends
Serve as a Loan Committee voting member as needed/requested
Maintain a professional and positive work demeanor and office environment
Upon request, assist clients’ in-person, on the phone, or via email to resolve loan problems/requests
Facilitate and attend weekly staff meetings; attend/participate in monthly Management Team meetings
All other duties of a similar or lesser nature as assigned