Location: Irvine, CA FLSA Status: Exempt, Full-time Description: Blue Bridge Financial, Inc. has been one of the fastest growing and most well-recognized equipment finance lenders since its inception in 2009. Through fostering relationships with direct customers, dealer partners, and 3rd party originators, Blue Bridge has built a sizable portfolio of well performing assets in a wide array of industries including but not limited to: Construction, Manufacturing, Recreational, Restaurants, and more. As a true independent lender, we have a level of freedom to determine how we originate, underwrite, and service our loans that is unparalleled in the industry. This freedom inspires a work environment that supports creativity and provides extensive growth opportunities within the organization. We are currently looking for an Account Executive to join our Direct Lending Division in our Irvine, CA satellite office. The role is responsible for identifying leads, maintaining strategic partnerships, and general relationship management intended to drive origination. This sales position is part of a new, expanding avenue of business with hands-on training and a great opportunity for growth. Duties & Responsibilities: Outbound calling to provided leads, new contacts, and existing customer databases. Mass outreach to end users to build a dealer network; a combination of outbound calling and email campaign. Identifying new lead sources for both end users and dealer partners; identifying industries of interest and ways to penetrate those markets. Utilize Salesforce, our CRM, to track calls and update notes. Achieve monthly and annual sales quotas by successfully implementing sales and marketing strategies and tactics. Generate leads and build relationships by organizing daily work schedule to call on existing and potential customers. Educate customers about our finance products. Screen incoming callers to find out what they are looking for and if they qualify. Ability to build and maintain a customer database through sales, loan extension, and merchant referrals. Maintain in-depth knowledge of finance options and requirements. Schedule and track follow-up calls with leads Qualifications/Skills/ Education/Experience: 1 year sales experience in a call center setting preferred, but not required. Excellent computer skills, CRM sales software experience a plus. Highly motivated and target driven individual. Excellent selling, communication, and negotiation skills. Lending experience is a plus, but not necessary. Bachelor’s degree or equivalent preferred, but not required. Benefits: 401(k) matching Dental insurance Health insurance Paid time off Tuition reimbursement Vision insurance This job description is subject to change and may be amended based on management need and business demands

Careers

Our Virginia Office

Careers at
Blue Bridge Financial

The Blue Bridge Employee Experience

An opportunity to make an impact:

Blue Bridge Financial offers an inclusive team-oriented work environment where collaboration and ideas thrive. Everything we do impacts small businesses in America and our employees have the opportunity to be a part of this impact. If you are ready to refresh your career or are fresh out of college and like the challenge of a dynamic entrepreneurial environment, Blue Bridge may be the place for you.

Our Satellite California Office:

Benefits:

Competitive compensation package
Comprehensive benefits including medical, dental, vision, IRA with company match, Personal Time Off, Floating Holidays
Earning and career development opportunities
Inclusive, collaborative work environment

Hear from our employees:

Working at Blue Bridge Financial has truly been a rewarding experience. Joining the BBF Team gives you an incredible opportunity for growth and advancement. I have been with the company for 5 years and I’ve had tremendous personal and professional growth during my time here.

Josh Koscielniak

Senior Director | Documentation & Funding

Working for Blue Bridge has been a rewarding experience from day one. I experience new challenges on a regular basis and the position is always evolving. I gratefully look forward to a long, gratifying career.

Brian Hash

Senior Loss Mitigation Associate

Characteristics We Look For:

Positive

To add to our diverse talent pool, we look for individuals with positive energy and confidence and we support new employees by offering in-house training rotations. Being open to learning new things, talking with other departments, and getting to know the backstory of our company is crucial to our brand.

Adaptable

Problem-solving, multitasking, and accountability are important skills to have with changing priorities, new projects being introduced and new technology platforms. As we follow the trends, the key is for our employees to be aware of the challenges our clients face in their day-to-day business.

Committed

Employees are encouraged to ask questions, challenge themselves and continue to enhance their skills by thinking big and having a thirst for knowledge. The advantage of being a small company is that we need all the cogs of the wheel to turn to bring an equipment loan to fruition, starting with you.

Accountable

We have many repeat customers that return because their stellar client’s lending experience. This sets a high bar for our employees to continue to be consistent in decision making, set their own goals, share ideas, and contribute and collaborate when called upon.

Join Our Team

Current Openings

We have a national presence, with our headquarters in Reston, VA and our branch office in Irvine, CA.

Opportunities are open right now for you to make an impact in a fast-growing, enterprising young company.

Account Executive

Location: Irvine, CA

FLSA Status: Exempt, Full-time

Description:

Blue Bridge Financial, Inc. has been one of the fastest growing and most well-recognized equipment finance lenders since its inception in 2009. Through fostering relationships with direct customers, dealer partners, and 3rd party originators, Blue Bridge has built a sizable portfolio of well performing assets in a wide array of industries including but not limited to: Construction, Manufacturing, Recreational, Restaurants, and more. As a true independent lender, we have a level of freedom to determine how we originate, underwrite, and service our loans that is unparalleled in the industry. This freedom inspires a work environment that supports creativity and provides extensive growth opportunities within the organization.

We are currently looking for an Account Executive to join our Direct Lending Division in our Irvine, CA satellite office. The role is responsible for identifying leads, maintaining strategic partnerships, and general relationship management intended to drive origination. This sales position is part of a new, expanding avenue of business with hands-on training and a great opportunity for growth.

Duties & Responsibilities:

Outbound calling to provided leads, new contacts, and existing customer databases.
Mass outreach to end users to build a dealer network; a combination of outbound calling and email campaign.
Identifying new lead sources for both end users and dealer partners; identifying industries of interest and ways to penetrate those markets.
Utilize Salesforce, our CRM, to track calls and update notes.
Achieve monthly and annual sales quotas by successfully implementing sales and marketing strategies and tactics.
Generate leads and build relationships by organizing daily work schedule to call on existing and potential customers.
Educate customers about our finance products.
Screen incoming callers to find out what they are looking for and if they qualify.
Ability to build and maintain a customer database through sales, loan extension, and merchant referrals.
Maintain in-depth knowledge of finance options and requirements.
Schedule and track follow-up calls with leads

Qualifications/Skills/ Education/Experience: