Job Overview: The Senior Regional Account Manager (SRAM) plays a critical role in driving business growth and sustaining long-term success by originating, developing, and managing key relationships with vendors, dealers, and other strategic partners. This position serves as a central point of contact for both new and existing business opportunities and is directly responsible for overseeing the full leasing lifecycle—from relationship development to transaction execution. The SRAM’s responsibilities are broad and essential, encompassing all aspects of the leasing process to ensure consistent alignment with company goals and client needs.

POSITION DUTIES AND RESPONSIBILITIES

• Build, manage, and grow a high-performing commercial equipment finance portfolio aligned with the bank’s risk and revenue objectives.
• Originate and process equipment finance applications from diverse sources, ensuring thorough collection and analysis of documentation required for accurate credit underwriting and transaction structuring.
• Oversee or execute all aspects of documentation and closing for Equipment Finance Agreements (EFAs) and other related transactions, ensuring compliance with internal policies and regulatory standards.
• Maintain deep industry expertise, including current trends in leasing, interest rates, economic conditions, and competitive landscape.
• Serve as a primary point of contact for inbound inquiries from vendors, customers, and dealers—providing knowledgeable, timely, and solution-oriented support.
• Manage the full lifecycle of vendor/dealer transactions, from intake through funding, ensuring service excellence and operational accuracy.
• Proactively identify and establish new vendor and vendor relationships through outbound calls, email outreach, and participation in relevant industry events.
• Communicate underwriting decisions, transaction terms, and funding requirements clearly and professionally to external partners with full supporting documentation.
• Review all executed documentation for completeness, accuracy, and alignment with Falcon National Bank’s standards.
• Participate in select trade shows, dealer/manufacturer events, and industry conferences to represent the bank and strengthen market presence.
• Engage with existing clients to identify cross-sell opportunities and drive portfolio expansion, while pursuing new business through outbound calling and prospecting efforts.
• Ensure timely and accurate entry of transaction data and reporting in all relevant systems.
• Actively resolve documentation issues and facilitate seamless communication with vendors, dealers, and customers.
• Represent the bank at community, civic, and industry functions to promote the leasing division and uncover additional business opportunities.

REQUIRED SKILLS

• Fosters a collaborative, respectful, and professional workplace culture
• Strong communicator with excellent listening, presentation, and interpersonal skills
• Highly accurate, detail-oriented, and committed to quality in all work
• Exceptional customer service mindset with the ability to build rapport across diverse client and partner relationships
• Proficient in Microsoft Office Suite and experienced with industry-specific banking and leasing software platforms
• Skilled in interpreting and analyzing financial statements, industry publications, technical documentation, and business journals
• Performs effectively under pressure in fast-paced, deadline-driven environments
• Self-directed, adaptable, and responsive to changing priorities and business needs
• Dependable, accountable, and consistently delivers on responsibilities with integrity
• Knowledge and understanding of lease and loan products, pricing, credit underwriting
• Customer service focus with the ability to balance needs of clients, shareholders, and team members

Falcon National Bank is an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

• Proven ability to analyze applicants’ financial information and assess risk, required.
• Associates degree in business, finance or closely related field, preferred
• 5+ years of experience in a similar sales role, preferably in the Equipment Finance industry
• Proficiency with Microsoft Excel and Word, required.
• Engagement in Equipment Finance Associations and Networks, required.