What are the responsibilities and job description for the Relationship Manager position at Equipment Financing?
The Relationship Manager's (RM) primary focus is to develop and enhance profitable business
relationships with new and existing brokers, vendors and customers (originators). The RM will be the
main point of contact between the originators and Amur Equipment Finance (AmurEF). The RM is
responsible for tracking, reporting deal flow and meeting overall volume and other key performance
metric expectations.
Key Responsibilities
Performance
- Meeting the growth objectives of the department
- Consistently achieve positive results on key performance indicators
- Develop and manage the primary relationship with originators to ensure opportunities are maximized
- Manage daily transaction flow and follow up on transactions prior to their expiration
Administrative
Technical
Other Responsibilities
Requirements
Education and Training Guidelines
Competencies
Supervisory Responsibility
This position has no direct supervisory responsibilities other than guiding and directing the workflow of
the credit processor(s) and doc / funding coordinator(s) assigned to their team.
Work Environment
This job operates in a professional office setting. This role routinely uses standard office equipment such
as computers, phones, copiers / scanners, filing cabinets and fax machines. May require training in new
software systems or learning upgraded software programs.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to
successfully perform the essential functions of this job. The employee is required to talk or hear; may be
necessary to stand, walk, handle, or reach with hands or arms. This is largely a sedentary role; however,
some filing is required, calling for the ability to lift files, open filing cabinets and bend or stand on a stool
as necessary. The team member frequently is required to walk. The team member is occasionally
required to pack and move files or boxes as well as lift and / or move up to 25 pounds. Specific vision
abilities required by this job include close vision, distance vision, peripheral vision and the ability to adjust
focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the
essential functions.
Position Type and Expected Hours of Work
This position may have access to confidential information. Background check is required for this position.
This is a full-time position. Days and hours of Amur Equipment Finance are Monday through Friday, 8 : 00
a.m. to 5 : 30 p.m. Flexibility to occasionally stay late to meet business needs.
Travel
May be required to attend 1-3 tradeshows / association meetings throughout the year.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities,
duties or responsibilities that are required of the employee for this job. Duties, responsibilities and
activities may change at any time with or without notice.