Serves as the primary contact for new and existing clients with business portfolios from $20 Million to $750 million in revenueManage a cross-functional team to foster and maintain strong client relationships through effective communication and collaborationAdvise on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and growth opportunities Develop and maintain performance metrics to track operational efficiency and provide regular reports to the executive teamCollaborate with stakeholders to define business requirements and streamline workflows, improving overall business operations Manage 30+ relationships with Manufacturers (OEMs)/distributors within the Agricultural, Outdoor Power and Trailer Industries.Ensures ongoing contact to extend the credit relationship by meeting new credit needs and cross-selling additional bank products, to strengthen the overall relationshipLeads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunitiesAnalyze and interpret financial information provided to determine the right questions to ask to decide on the credit request that should be pursuedAccurately assessed risk on commercial loans, including presenting requests to executive management for approvalManages communication and conditions for annual reviews, interim reviews, specified quarterly reports and resolution of exceptions Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Prepares and presents quarterly and annual business reviews to client’s executive leadership team

Exceeded volume & profitability quotas by proactively promoting WF products & value proposition through the execution of sales calls and strong negotiation skillsDeveloped and maintained strategic relationships by educating clients on current market data and financing tools that help improve cash flow, increase sales volume, and grow their businessesNegotiate pricing and terms to retain the existing customer base as well as win additional business from competitionActs as primary client onboarding liaison to assigned suppliers to ensure all dealers are boarded to meet customer and Wells Fargo expectations.Promote Wells Fargo leasing and/or loan products, services and promotions to improve volume penetration and build client relationships

Manage Vender relationship for finance/lease products and closing the sale of products in a national capacityProviding support to Vender program by developing relationships with the Vender, sales team and management teamResponsible for bringing in new volume to achieve targetsFrom Vender leads, prepare financing proposals and quotesPre-screen new credit requests and potential customers and submit credit applicationsCommunicate credit decisions, coordinate customer lease documents and funding’s with internal operations teamCommunicate and negotiate effectively with Vender Sales team, customer and internal staff consistent with policies and procedures

Signs new clients based on supplier sponsored programs through outbound calling campaigns.Delivers value proposition, overcomes barriers and drives dealer automation through on line management systems.Increases share of wallet with existing dealers by adding new supplier brands toexisting dealers, including proactive calling to encourage credit line usage and increasing dealer credit lines.Acts as primary client onboarding liaison to assigned suppliers to ensure all dealers are boarded to meet customer and WF expectations.Serves as the primary contact for new transactions for clients or branches.Provide real-time resolution on inquiries from new and existing customers.Resolve client issues utilizing cross-functional network and follow-up with customers to win transactions with approvable structures and profitable pricing.Achieve team volume and profitability quotas by focusing on maximizing our service to customers and by proactively executing sales calls.Promote WF leasing and/or loan products, services and promotions to improve volume penetration and build dealer relationships.Represents WF at dealer meetings/trade shows

Signs new dealers based on supplier sponsored programs through outbound calling campaigns.Delivers value proposition, overcomes barriers and drives dealer automation through on line management systems.Increases share of wallet with existing dealers by adding new supplier brands toexisting dealers, including proactive calling to encourage credit line usage and increasing dealer credit lines.Acts as primary dealer onboarding liaison to assigned suppliers to ensure all dealers are boarded to meet customer and GE expectations.Serves as the primary contact for new transactions for dealers or branches.Provide real-time resolution on inquiries from new and existing customers.Resolve dealer issues utilizing cross-functional network and follow-up with customers to win transactions with approvable structures and profitable pricing.Achieve team volume and profitability quotas by focusing on maximizing our service to customers and by proactively executing sales calls.Promote GE leasing and/or loan products, services and promotions to improve volume penetration and build dealer relationships.Represents GE at dealer meetings/trade shows

Actively managing a portfolio associated within GE Capital Commercial Distribution FinanceAnalyze customer requests related to a portfolio of loans and leases to assess impact to credit quality, including loan/lease assignments, changes of control, collateralsubstitution, collateral relocation, etc.Develop and execute process improvement projects,financial models and projections, and project evaluationanalysis initiatives.Maintain deal management information systems. Receive & resolve all incoming queries from customers to fully satisfy their needsReview customer management IT system and proactively phone customers to discuss receivables Actively review and manage credit line utilization including increases credit line requests and reductionsManage unpaid Direct Debit process in conjunction with Portfolio ControlManage rejected invoices and approvalsUse listening & empathy skills to identify the nature & cause of all queries, ensuring issues are fully understood, resolved, and minimizing the possibility of the query reoccurringContinuously seek & suggest process improvement opportunities to increase speed, accuracy, & digitizationInteract with sales, risk, and Operations to ensure customer satisfaction

Auditing customers’ inventories to ensure loans are properly secured with the appropriate collateral.Mitigate collateral risk by •Assesses condition of collateral with prompt and accurate reporting to confirm GE's collateralize positionPerform inventory inspections of GE CDF financed products at dealerships located within the assigned territory, in compliance with internal policies and procedures.