Equipment Finance Credit Specialist - Santa Barbara California

Company: VirtualVocations
Location: Santa Barbara, California
Posted On: 11/19/2024

A company is looking for an Equipment Finance Buy Desk Credit Product Specialist.



Key Responsibilities

Support coverage bankers in developing client strategies and enhancing client selectivity
Lead the credit process for identified credit product opportunities, including structuring and underwriting
Oversee ongoing monitoring of existing portfolios and mentor team members


Required Qualifications and Education

Bachelor's degree in Finance, Accounting, or related field
Five years of underwriting and portfolio management experience
Completion of a major corporate credit training program or equivalent experience
Experience in relationship management as a coverage banker or client-facing team member
Understanding of loan and lease structuring needs and documentation requirements More...

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