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Global Leasing - Sales Support Associate job in San Francisco at Bank of America

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Global Leasing - Sales Support Associate at Bank of America

Global Leasing - Sales Support Associate

Bank of America San Francisco, CA Full Time

Job Description:

Business Overview:

Bank of America Global Leasing is the largest U.S. equipment financing company, serving over 65,000 clients worldwide. We have $69 billion in total assets, and have a significant global presence, with nearly 1,000 associates. Together with our affiliated companies*, we provide equipment financing solutions to small businesses, middle-market and large corporations, offering product expertise in government financing and wholesale vendor financing, as well as tailored programs specific to industry segments, including aviation, healthcare, energy services and renewable energy.

*Certain products are offered through Banc of America Public Capital Corp, a wholly-owned subsidiary of Bank of America N.A.

Essential Functions:

Associate at this level is responsible for establishing and maintaining strategic relationships with the designated Originations team in support of the line of business.  This includes ongoing interaction with clients and business partners to support achievement of team goals, client retention and satisfaction, risk mitigation and revenue growth.  

  • Provides systems support to designated Originations team

  • General liaison with clients/bankers

  • Processes awarded deals through internal system and monitors to ensure expeditious underwriting, documentation and funding of transactions. 

  • Drafts proposal letters and term sheets

  • Acts in the capacity of a program manager for the processing of periodic funding under master lease lines.

  • Partners with internal team members to assist with Know Your Customer onboarding and refreshes.

This position is posted as a Sr. Leasing Sales Support Associate, but is flexible to be filled as a Leasing Sales Support Associate based on the skill set / experience of the candidate.

Preferred Education:

Bachelor’s degree – accounting, finance, economics, math or other business concentration

Preferred Prior Work Experience: 

Minimum of 5+ years of experience in the financial services industry with responsibility for processing and closing equipment financing transactions.  Experience in leasing and secured lending products/solutions preferred

Preferred/Desired Skills:

  • Broad knowledge of leasing and secured lending products/solutions

  • General knowledge in tax accounting, financial accounting, asset valuation and commercial/tax/bankruptcy law

  • Strong analytical and financial analysis skills

  • Strong communication skills

  • Results oriented -- ability to accomplish objectives within a specified timeframe

  • Strong attention to detail

  • Works effectively, both as a team member and independently

  • Proficiency with MS Office software applications

  • Exhibits professional maturity, strong interpersonal skills and client focus

  • Nominal travel (

    Job Description:

    Business Overview:

    Bank of America Global Leasing is the largest U.S. equipment financing company, serving over 65,000 clients worldwide. We have $69 billion in total assets, and have a significant global presence, with nearly 1,000 associates. Together with our affiliated companies*, we provide equipment financing solutions to small businesses, middle-market and large corporations, offering product expertise in government financing and wholesale vendor financing, as well as tailored programs specific to industry segments, including aviation, healthcare, energy services and renewable energy.

    *Certain products are offered through Banc of America Public Capital Corp, a wholly-owned subsidiary of Bank of America N.A.

    Essential Functions:

    Associate at this level is responsible for establishing and maintaining strategic relationships with the designated Originations team in support of the line of business.  This includes ongoing interaction with clients and business partners to support achievement of team goals, client retention and satisfaction, risk mitigation and revenue growth.  

    • Provides systems support to designated Originations team

    • General liaison with clients/bankers

    • Processes awarded deals through internal system and monitors to ensure expeditious underwriting, documentation and funding of transactions. 

    • Drafts proposal letters and term sheets

    • Acts in the capacity of a program manager for the processing of periodic funding under master lease lines.

    • Partners with internal team members to assist with Know Your Customer onboarding and refreshes.

    This position is posted as a Sr. Leasing Sales Support Associate, but is flexible to be filled as a Leasing Sales Support Associate based on the skill set / experience of the candidate.

    Preferred Education:

    Bachelor’s degree – accounting, finance, economics, math or other business concentration

    Preferred Prior Work Experience: 

    Minimum of 5+ years of experience in the financial services industry with responsibility for processing and closing equipment financing transactions.  Experience in leasing and secured lending products/solutions preferred

    Preferred/Desired Skills:

    • Broad knowledge of leasing and secured lending products/solutions

    • General knowledge in tax accounting, financial accounting, asset valuation and commercial/tax/bankruptcy law

    • Strong analytical and financial analysis skills

    • Strong communication skills

    • Results oriented -- ability to accomplish objectives within a specified timeframe

    • Strong attention to detail

    • Works effectively, both as a team member and independently

    • Proficiency with MS Office software applications

    • Exhibits professional maturity, strong interpersonal skills and client focus

    • Nominal travel (<10%)

    • Location  – San Francisco and Charlotte

    Job Band:

    H5

    Shift: 

    1st shift (United States of America)

    Hours Per Week:

    40

    Weekly Schedule:

    Monday - Friday

    Referral Bonus Amount:

    3000

    Job Description: Business Overview:

    Bank of America Global Leasing is the largest U.S. equipment financing company, serving over 65,000 clients worldwide. We have $69 billion in total assets, and have a significant global presence, with nearly 1,000 associates. Together with our affiliated companies*, we provide equipment financing solutions to small businesses, middle-market and large corporations, offering product expertise in government financing and wholesale vendor financing, as well as tailored programs specific to industry segments, including aviation, healthcare, energy services and renewable energy.

    *Certain products are offered through Banc of America Public Capital Corp, a wholly-owned subsidiary of Bank of America N.A.

    Essential Functions:

    Associate at this level is responsible for establishing and maintaining strategic relationships with the designated Originations team in support of the line of business.  This includes ongoing interaction with clients and business partners to support achievement of team goals, client retention and satisfaction, risk mitigation and revenue growth.  

    • Provides systems support to designated Originations team

    • General liaison with clients/bankers

    • Processes awarded deals through internal system and monitors to ensure expeditious underwriting, documentation and funding of transactions. 

    • Drafts proposal letters and term sheets

    • Acts in the capacity of a program manager for the processing of periodic funding under master lease lines.

    • Partners with internal team members to assist with Know Your Customer onboarding and refreshes.

    This position is posted as a Sr. Leasing Sales Support Associate, but is flexible to be filled as a Leasing Sales Support Associate based on the skill set / experience of the candidate.

    Preferred Education:

    Bachelor’s degree – accounting, finance, economics, math or other business concentration

    Preferred Prior Work Experience: 

    Minimum of 5+ years of experience in the financial services industry with responsibility for processing and closing equipment financing transactions.  Experience in leasing and secured lending products/solutions preferred

    Preferred/Desired Skills:

    • Broad knowledge of leasing and secured lending products/solutions

    • General knowledge in tax accounting, financial accounting, asset valuation and commercial/tax/bankruptcy law

    • Strong analytical and financial analysis skills

    • Strong communication skills

    • Results oriented -- ability to accomplish objectives within a specified timeframe

    • Strong attention to detail

    • Works effectively, both as a team member and independently

    • Proficiency with MS Office software applications

    • Exhibits professional maturity, strong interpersonal skills and client focus

    • Nominal travel (<10%)

    • Location  – San Francisco and Charlotte

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40
 

Recommended Skills

  • Finance
  • Lending Products
  • Financial Accounting
  • Leasing (Contract Law)
  • Economics
  • Interpersonal Skills
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