Small Business Financing Small Business Financing   716-204-8467

Come Grow with Us

Finance… banking… weighty stuff, right? But serious finance doesn’t have to be solemn and staid. If you’re ready for a fresh new approach and a dynamic entrepreneurial environment, Blue Bridge may be the place for you. Let’s stand out from the crowd.

Welcome to the Family

At Blue Bridge we’re serious about small business lending, but we also know the value of matching accomplishment with levity. We offer a casual work environment and treat each other like family. We’re a true team. We care about each other, our company and the small businesses we serve daily.

Ready to Make an Impact?

People join Blue Bridge because they want to accomplish something meaningful and concrete, and they want to make a difference in other people’s lives. The work we do matters. We’re in the business of strengthening the U.S. economy by helping to build small business. We offer something special. If you think you do, too, we want to talk to you.

Welcome to the Family

At Blue Bridge we’re serious about small business lending, but we also know the value of matching accomplishment with levity. We offer a casual work environment and treat each other like family. We’re a true team. We care about each other, our company and the small businesses we serve daily.

Ready to Make an Impact?

People join Blue Bridge because they want to accomplish something meaningful and concrete, and they want to make a difference in other people’s lives. The work we do matters. We’re in the business of strengthening the U.S. economy by helping to build small business. We offer something special. If you think you do, too, we want to talk to you.

Welcome to the Family

At Blue Bridge we’re serious about small business lending, but we also know the value of matching accomplishment with levity. We offer a casual work environment and treat each other like family. We’re a true team. We care about each other, our company and the small businesses we serve daily.

Ready to Make an Impact?

People join Blue Bridge because they want to accomplish something meaningful and concrete, and they want to make a difference in other people’s lives. The work we do matters. We’re in the business of strengthening the U.S. economy by helping to build small business. We offer something special. If you think you do, too, we want to talk to you.

Blue Bridge Financial has the moxie and expertise to deliver results for small business. Our talented and diverse leadership team brings decades of experience in the financial industry. Building on this powerful foundation, we take full advantage of the business opportunities fueling our growth. Growth, opportunity and the entrepreneurial spirit make Blue Bridge the place to be!
Our values guide us as we search for the perfect additions to our team.

Integrity

We take care of people. We deliver on promises. To put it simply, we do the right thing – for our customers and for each other. We are honest, trustworthy and truly accountable.

Respect

On our team, you’ll be more than an employee – you’ll be an integral part of the conversation. We give and earn respect by genuinely valuing the input of our colleagues and customers.

Moxie

A company needs some spunk if it’s going to change the formula for the finance industry. We have the courage to step outside the box. We like to call it, “Sophisticated grit.”

Teamwork

Blue Bridge is a team of consummate performers and inspirational leaders. We seek and find the best in every individual on this team. We achieve and move forward as a collective effort, committed to both personal and business success.

Drive

We’re passionate about facilitating the growth of small business, to strengthen the U.S. economy. Our employees thrive on the opportunity to deliver an exceptional customer experience and truly make a difference.

Levity

We take our work seriously, but jeez… we don’t have to take ourselves too seriously. After all, we’re not saving lives – just the U.S. economy. Will you fit in? Take this quiz to find out: Complete the line, “All work and no play make ____.” (Hint: the answer includes the word “dull”!)

Blue Bridge offers a competitive compensation package, comprehensive benefits, and learning and development opportunities that help you meet your banking and finance career goals. Get all the details from our recruitment and talent coordinator.
At Blue Bridge, employees with varied perspectives, skills and experience work together to achieve our goals and reach new heights. In our inclusive environment we foster creativity and innovation, enhancing value through the collaboration of diverse cultures and ideas.

We are committed to recruitment and employment practices that provide equal opportunity to all applicants and employees.

Current Openings

We have a national presence, with main offices in Reston, VA and Buffalo, NY. Additional branch offices are located in Palm Harbor, FL and Lake Wylie, SC.

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

Start here!

Manager of Loan Operations

As a key member of the Executive Team, you will drive strategies, initiatives and operations for our Buffalo office. Areas of focus will be on leading the Loan Operations Team:

  • Documentation Team
  • Customer Service
  • Loan Servicing
  • Compliance

If you are our ideal candidate, you bring vision to business strategy, and a natural, approachable leadership style that motivates colleagues and team-members to participate, perform and achieve at a best-in-class level. You have strong decision-making and problem-solving skills, and you roll up your sleeves to manage implementation. Your analytical skills support development of compelling strategic recommendations, which you can persuasively communicate at an executive level. With the spirit and motivation to guide a millennial team toward far-reaching objectives, you will manage the change that comes with phenomenal growth and a constantly-evolving marketplace.

Leadership:

  • Translate business requirements into actionable goals and initiatives
  • Manage all communications to Executive Management, presenting updates on initiatives and benchmarks, with recommendations for strategic improvement

Process, Policy, Platform and Product Documentation:

  • Implement an audit process over document and lien perfection compliance
  • Enhance technological systems in supporting compliance initiatives
  • Ensure initiatives achieve intended results and create measurable improvement
  • Manage the reporting process, to include exception and efficiency of staff compliance activities
  • Ensure legal and regulatory compliance

Loan Documentation:

  • Oversight of documentation team compliance with internal and external policies and rules/regulations:
    • Play a critical role ensuring loans are accurate and properly approved.
  • Overall loan compliance management and regular audit
  • UCC Perfection oversight and management
  • Titling process management and follow-up
  • Loan sales compliance oversight
  • Lead relationship manager with service providers including:
    • Custodian
    • Titling agencies
    • UCC service providers

Customer Support and Loan Implementation:

  • Oversee customer service activities including:
    • Insurance maintenance
    • Lien perfection
    • Titling compliance
    • General customer service inquiries
    • Payoff requests

Candidate Profile and Qualifications:

  • Ability to contribute as a key business partner on an executive team, with a passionate focus on strategy, growth and overall company success
  • Demonstrable understanding of the specialty finance industry and loan operations; experience in equipment finance industry strongly preferred
  • Management experience with respect to information systems processes
  • Impeccable personal and business judgment, with excellent decision-making ability
  • Broad spectrum of communication skills, including professional interaction with executives and cross-functional leadership
  • Passion for delivering results in a fast-paced, metric-driven environment
  • High energy, intensity and sense of humor
  • Minimum 5 years’ in lien perfection/compliance
  • Expert in UCC code and vehicle titling requirements across the U.S.
  • Bachelor’s Degree or experience equivalent

 

Compliance Manager

Why Blue Bridge Financial?

Financing Small Business and Big Dreams – America was built by small business owners with big dreams – like yours.

Our mission is to speed and facilitate business growth through fast, straight-forward financing services. We offer personalized funding solutions and quick credit approvals to small businesses nationwide, across a broad array of industries.

We are changing the conversation around financing. We believe that it’s not about the money, but about what money can do for small business, the breakthroughs it creates, and the dreams it helps build. We’re here to shatter the business paradigm of dry, faceless, and rigid business practices with innovation, an upbeat outlook, and the cultivation of new ideas.

Blue Bridge is an Inc. 5000 Fastest-Growing Private Company, and has won Buffalo’s Business First prestigious Fast Track award. Next step: Inc. 500.  We are one of the leading specialty finance firms in the country.

Our strategies and operations are backed by extensive financial services expertise and the deep experience of our leadership team.  We are focused on hiring top-talent; we know every hire counts and in a small entrepreneurial company each employee directly impacts and facilitates our success.  People join Blue Bridge because they want their work to have an impact on America’s small businesses and an influence in directly helping to grow a specialty finance lender that is intent on doing things a little different. The work we do matters; if this resonates with you, you just might be our next impactful hire.

Position

We’re looking for a technical expert with experience in small business financing lien perfection and documentation compliance. As Compliance Manager, you’ll report directly to the CEO, taking charge of our loan compliance activities, including lien-perfection, titling compliance, loan document compliance and oversight of macro business compliance activities.

By leading the overall workflow, compliance audit, and process development, you will define the compliance culture of the Company.

Your influence and interaction will span Blue Bridge departments, leading the company-wide focus to improve regulatory compliance and efficiency of operations. Your high-energy, strategic thinking and knack for organization will contribute to the company’s overall success and future achievements.

If you are our ideal candidate, you bring vision to business strategy, and a natural, approachable leadership style that motivates colleagues and team-members to participate, perform and achieve at a best-in-class level. You have strong decision-making and problem-solving skills, and you roll up your sleeves to manage implementation. Your analytical skills support development of compelling strategic recommendations, which you can persuasively communicate at an executive level. With the spirit and motivation to guide a millennial team toward far-reaching objectives, you will manage the change that comes with phenomenal growth and a constantly-evolving marketplace.

This position at Blue Bridge Financial is an outstanding opportunity to exercise and enhance your leadership capabilities as an integral player in a high-growth, mission-driven organization.

Responsibilities

As a key member of the Management Team, you will drive policies, procedures, review and oversight of all loan compliance activities. Areas of particular focus include:

  • Oversight of documentation team
  • Compliance with internal and external policies and rules/regulations
  • Ensure operational systems are in place to consistently and timely prepare, review, and execute loan documents
  • Ensure policies are in place to verify that appropriate internal approvals have been obtained prior to loan documents being sent to customers
  • Ensure policies are in place to ensure internal approvals have been obtained prior to loans being sent to funding.
  • Ensure policies are in place to account for accuracy of Borrower legal name and contact information
  • Ensure the appropriate loan documents are utilized based upon the type of loan approved
  • Ensure policies are in place to validate a security interest is placed on collateral for titled and non-titled transactions
  • Ensure the accuracy of borrower and loan detail information in every loan document.
  • Responsible for audit of documentation detail compliance
  • Overall loan compliance management and regular audit
  • UCC Perfection oversight and management
  • Titling process management and follow-up
  • Loan exception management
  • Loan modification management
  • Loan sales compliance oversight
  • Manage unusual circumstances and provide relevant solutions

Lead relationship manager with service providers including:

  • Custodian
  • Titling agencies
  • UCC service providers

Leadership

  • Ensure that employees at every level have the right skills, tools and talents to excel in their positions and maximize productivity
  • Contribute to the development of Blue Bridge values statements and strategic planning
  • Translate business requirements into actionable goals and initiatives
  • Act as a role model to instill company values and purpose throughout the organization, fostering and reinforcing the company culture
  • Manage all communications to Executive Management, presenting updates on initiatives and benchmarks, with recommendations for strategic improvement
  • Participate in industry trade association activities as a thought-leader and committee member
  • Solidify efforts to provide an exceptional work environment in which all employees are respected, valued and enabled to reach their full potential

Process, Policy, Platform and Product Documentation

  • Challenge current assumptions with a data-based approach to improving business practices
  • Implement an audit process over document and lien perfection compliance
  • Enhance technological systems in supporting compliance initiatives
  • Ensure initiatives achieve intended results and create measurable improvement
  • Effectively plan and establish policy and procedure oversight and audits, to ensure sound financial and operational controls
  • Manage the reporting process, to include exception and efficiency of staff compliance activities
  • Implement a training program for cross-functional departments to ensure understanding of compliance rules and regulations and importance to our company
  • Ensure legal and regulatory compliance

Customer Support and Loan Implementation

Oversee customer service activities including:

  • Borrower loan compliance
    • Insurance maintenance
    • Lien perfection
    • Titling compliance
    • General customer service inquiries
  • Recommend and implement improvements in service delivery to provide an exceptional customer service experience
  • Develop new strategies and processes to streamline loan funding and closing
  • Provide cross-departmental communication, managing interactions with Credit, Documentation, Funding, Accounting, Loan Operations, Collections and Capital Markets teams, to ensure alignment of goals across all functions
  • Establish regular communications with the broker network, to enhance program development and ensure loan compliance

Candidate Profile and Qualifications

  • Expert in UCC code and vehicle titling requirements across the U.S.
  • Experience in audit tracking and process oversight
  • Strong problem-solving skills and business judgment
  • Ability to contribute as a key business partner on a management team, with a passionate focus on strategy, growth and overall company success
  • Demonstrable understanding of the specialty finance industry and loan operations; experience in equipment finance industry strongly preferred
  • Management presence, natural leadership ability and big-picture outlook
  • Minimum 5 years’ in lien perfection/compliance
  • Management experience with respect to information systems processes
  • Advanced analytical, diagnostic and problem-solving skills, with an inherent metrics-driven approach to developing scalable, sustainable strategies and initiatives
  • Passion for initiating new ideas, determining strategies in the absence of guidelines, and fostering innovative approaches
  • Impeccable personal and business judgment, with excellent decision-making ability
  • Broad spectrum of communication skills, including professional interaction with executives and cross-functional leadership
  • Passion for delivering results in a fast-paced, metric-driven environment
  • High energy, intensity and sense of humor
  • Bachelor’s Degree or experience equivalent
Documentation Specialist

Opportunity Description:

Are you a document wizard who can prepare paperwork with the accuracy of a swiss watch? Will you forever hold a special place in your heart for Manila file folders? Does your world feel unbalanced if your sock drawer isn’t organized by style, length and color? Have you ever led a discussion on the unlimited potential of binder clips in everyday life? Do you like to collaborate daily with others to achieve group successes and company growth?

The ideal candidate for this position will work closely with internal documentation staff, brokers and end customers in order to prepare, organize loan paperwork for finance agreements. In this position, extreme accuracy is required, attention to detail, and the ability to multi-task while managing and preparing numerous loan document/packages daily. Strong interpersonal skills, both written and verbally, are required for internal and external communication to effectively perform this role.

General Responsibilities:

  • Compose loan documents, review funding packages, file UCC’s and work with third party to process titling
  • Utilize judgment to escalate any potential risk discovered during funding process
  • Provide excellent customer service and communication to business partners and borrowers
  • Ability to effectively prioritize a fluctuating workload and meet demanding funding deadlines
  • Resolve complex issues, identify process improvement opportunities and work with management to implement
  • Research compliance standards within the industry to ensure our processes align
  • Work with our technology groups to correct issues or improve functionality including testing of system changes

The ideal candidate will possess the following:

  • Ability to multi-task
  • Ability to organize their own work and work independently with little supervision
  • Ability to think analytically about data received as well as high attention to detail
  • Ability to deal with escalated issues and calls while coming up with solutions to resolve the matter utilizing third party vendors and team members and maintaining relationships with brokers/ customers. This includes answering calls, and coming up with answers quickly with little preparation time.
  • Ability to learn quickly and work in a fast paced environment
  • Ability to function as a part of a group sometimes passing work back and forth to complete common goal
  • Flexibility in prioritizing workload, being able to change to a completely different task suddenly
  • Ability to communicate to all levels including credit associates, finance associates, brokers and customers effectively.
  • Strong drive to achieve goals and promote more work and the companies values
  • Ability to act proactively on follow up and workload time permitting
  • Ability to take ownership and follow up on issues

Knowledge/Skills/Abilities/Education:

  • Bachelor’s Degree from accredited college, university or experience equivalent
  • Experience in equipment finance industry preferred. Car Dealership financing department with titling experience also a plus
  • Knowledge in lien perfection across various loan and collateral types
  • Knowledge of loan origination and servicing systems and above average user skills
  • Strong knowledge of Microsoft Office products including Excel, Word, and Outlook
Senior Collections Specialist

Opportunity Overview:

Can you navigate a debt collection call into a successful outcome while maintaining the patience of a Saint? Do you like to collaborate daily with others to achieve group successes and company growth? Well, Blue Bridge Financial has an opportunity for you to apply your stellar customer service and collaboration skills on a daily basis.

The ideal candidate for this role is primarily responsible for the oversight of the performance of the Company’s held and serviced loan portfolios. This position is responsible for monitoring loan portfolio performance and ensuring any delinquent accounts are addressed in a timely, effective, and regulatory compliant fashion.

General Responsibilities:

  • Ability to manage efficiently collection calls and/or correspondence in a fast paced goal oriented collections department.
  • Strong attention to detail and ability to meet deadlines and deal tactfully with customers.
  • Immediately address past due accounts with borrowers to develop remediation strategies.
  • Work closely with accounts, making contact with customers as required at time of default in order to rectify any delinquencies in a timely manner.
  • Use independent judgment to make collection calls following company procedures and Credit Policy and providing recommendations to management as to the course of action to remedy delinquent accounts.
  • Participate in regular meetings regarding current and emerging issues concerning asset quality.
  • Coordinate the referral of accounts requiring legal action to counsel and maintain regular interface in regards to strategy and status.
  • Review concerns and extraordinary exceptions in a timely manner and brings them to the attention of management.
  • Review loan portfolio performance on a daily basis, with required monthly, quarterly, and annual reporting.
  • Analyze collateral to estimate potential losses or recoveries.
  • Communication with loan-servicing Banks on suggested collection actions for their approval.
  • Coordinate asset recovery and liquidation with third-party vendors.
  • Develop a continuous monitoring system for currently performing loans.
  • Knowledge of debt collection practices, bankruptcy laws, financial institution collection regulations and procedures.
  • Review and analyze daily aging reports, evaluate status of accounts.
  • Maintain the confidentiality of all customer or potential customer information in accordance with internal policies and procedures and federal rules and regulations.
  • Whenever necessary perform backup departmental duties as assigned.
  • Have expert knowledge of and follow all Company policies and procedures.

Knowledge/Skills/Abilities/Education:

  • Must possess excellent verbal and telephone skills.
  • Possess excellent negotiation, interpersonal, organizational, and analytical skills.
  • Self-motivated with a strong sense of urgency, detail-conscious, and the ability to ensure quality of work completed.
  • Bachelor’s Degree from accredited college or experience equivalent.
  • Experience in data management and reporting.
  • Strong knowledge of Microsoft Office products including Excel, Word and Power Point.
  • Desired experience in Commercial Collections.

Location of Position:

Reston, VA or Buffalo, NY

This job description is subject to change and may be amended based on management need and business demands.

Credit Manager

Opportunity Overview:

Are you a master of credit analysis who counts FICO and PayNet scores in your sleep? Can you calculate an interest rate in your head while reciting the alphabet backwards? Does your car have a bumper sticker that reads “I brake for balance sheets?” Do you like to collaborate daily with others to achieve group successes and company growth?

The ideal candidate for this position will work with outside originators and credit analysts to process business loan applications and determine credit risk and worthiness. In this fast paced position, accuracy and consistency is essential while overseeing multiple credit submissions daily. Strong interpersonal skills are necessary for both the internal and external communication required for this role.

Duties and Responsibilities

  • Approve and deny loans within lending authority and recommends approval of loans on an exception basis within 4 hours of receipt.
  • Work with outside originators to promote and solicit loans meeting the Company’s stated credit criteria.
  • Management of all Company loan programs.
  • Notify preferred originator of credit submission status within 4 hours of submission.
  • Analyze financial statements for businesses and complete cash flow analysis and due diligence on both the business and all owners.
  • Complete due diligence on each loan originator and vendors for senior management approval in accordance with Company policies and procedures.
  • Periodic reporting of activity and results to Company management.
  • Make credit recommendations to senior management based on credit review performed, within delegated authority levels.
  • Prepare loan documents in accordance with senior management approval terms and conditions.
  • Maintain the confidentiality of all customer or potential customer information in accordance with internal policies and procedures and federal rules and regulations.
  • Work with collections department when necessary to resolve delinquent accounts.
  • Maintain the loan origination system daily including any follow-up required on each credit file.
  • Assist loan management in preparing its loan funding or loan modification approval memorandums.
  • Oversee all aspects of Company Titled Vehicle Programs.
  • Management of Company Preferred Broker Program.
  • Maintain tickler systems to track required loan documents such as borrower and/or projected financials, tax returns, insurance renewal dates, UCC filings, continuations and expirations, and other ongoing collateral perfection tasks.
  • Maintain and manage credit underwriting information in accordance with internal policies and procedures within the loan origination database.
  • Answer incoming office phone calls and send calls to appropriate party.
  • Assist loan management in preparation of periodic reports.
  • Have expert knowledge of and follow all Company policies and procedures.
  • Assist in the annual review of loan vendor contracts and the evaluation of third party servicing performance.
  • Assist in development of marketing programs and follow up on such.
  • Whenever necessary perform backup departmental duties as assigned.

Knowledge/Skills/Abilities/Education

  • Bachelor’s Degree from accredited college or experience equivalent.
  • Minimum of 3-5 years of experience in small business/commercial loan underwriting function with lending authority.
  • Strong communication skills.
  • Strong analytical and research skills.
  • Ability to multi-task and adapt to fast-paced and changing environment.
  • Experience in data management and reporting.
  • Knowledge of loan origination and servicing systems and above average user skills.
  • Strong knowledge of Microsoft Office products including Excel, Word and Power Point.

This job description is subject to change and may be amended based on management need and business demands.

Credit & Performance Analyst

Do you think about credit score calculations even before your first cup of coffee in the morning? Can you spot a missing digit in a bank account number from a desk away? Are you skilled in researching personal and business histories to a level that would make Sherlock Holmes seem ordinary? Do you like to collaborate daily with others to achieve group successes and company growth? Are you the next big thing in the credit analyst world?

The ideal candidate for this position will work with outside originators and senior management to analyze business financial information and make loan recommendations with a strong focus on quick delivery and quality. In this fast paced position, accuracy and consistency is essential and strong interpersonal skills are necessary for both the internal and external daily communication required.

 

Duties and Responsibilities

  • Spread and analyze business financial statements and provide trend information, business and global debt service coverage ratios and other key ratios in credit offering memorandum.
  • Credit Investigation and Analysis
  • Prepare credit offering memorandums for credit management’s review and approval for credit relationships up to $750,000.
  • Must have the ability to analyze quickly and efficiently to provide 24-hour turn-around time from full package submission.
  • Make credit recommendations to senior management based on credit review performed, within delegated authority levels.
  • Assist in developing processes and procedures within the credit function.
  • Work with outside originators to promote and solicit loans meeting the Company’s stated credit criteria.
  • Management of all Company loan programs.
  • Complete due diligence on each loan originator and vendors for senior management approval in accordance with Company policies and procedures.
  • Periodic reporting of activity and results to Company management.
  • Prepare loan documents in accordance with senior management approval terms and conditions.
  • Maintain the confidentiality of all customer or potential customer information in accordance with internal policies and procedures and federal rules and regulations.
  • Work with collections department when necessary to resolve delinquent accounts.
  • Maintain the loan origination system daily including any follow-up required on each credit file.
  • Assist loan management in preparing its loan funding or loan modification approval memorandums.
  • Management of Company Preferred Broker Program
  • Maintain tickler systems to track required loan documents such as borrower and/or projected financials, tax returns, insurance renewal dates, UCC filings, continuations and expirations, and other ongoing collateral perfection tasks.
  • Maintain and manage credit underwriting information in accordance with internal policies and procedures within the loan origination database.
  • Answer incoming office phone calls and send calls to appropriate party.
  • Assist loan management in preparation of periodic reports.
  • Have expert knowledge of and follow all Company policies and procedures.
  • Assist in development of marketing programs and follow up on such.
  • Whenever necessary perform backup departmental duties as assigned.

Knowledge/Skills/Abilities/Education:

  • Bachelor’s Degree from accredited college or experience equivalent.
  • Minimum of 3-5 years of experience as a credit analyst and underwriter, preferably with lending authority.
  • Strong communication skills.
  • Strong analytical and research skills.
  • Must have a positive attitude and be a team-player.
  • Ability to multi-task and adapt to fast-paced and changing environment.
  • Experience in data management and reporting.
  • Knowledge of loan origination and servicing systems and above average user skills.
  • Strong knowledge of Microsoft Office products including Excel, Word and Power Point, and financial spreading software

This job description is subject to change and may be amended based on management need and business demands.

Broker Sales Executive

Opportunity Overview:

Are you a proactive sales and customer relations expert who can make a client feel like they are talking with an old friend around a campfire? Can you make a positive and memorable impression that sticks with a person like a song they can’t get out of their head? Do you like to collaborate daily with other to achieve group successes and company growth?

We are expanding our broker division and are seeking highly motivated, qualified and experienced broker representatives to develop business relationships. Founded in 2009, Blue Bridge Financial is a fast growing funding source for third party originators and finance brokers; we were recently rated #1 fastest growing small business in Western NY! We will provide industry training and support to those willing to learn and apply new knowledge of specialty financing.

Through this opportunity, you will responsible for maintaining business relations and providing support to existing broker accounts. You will also be tasked with strengthening communications with low volume accounts to encourage increased business activity. Qualified applicants will be willing to work with a broker through all stages of the process, including document requests, preparation and discussion of contract terms and rates. Support will be provided to maximize your opportunities in a team-based approach to the process.

Essential Duties & Responsibilities:

  • Develop strong relationships with our existing broker network
  • Educate brokers on new and existing finance products, terms and requirements
  • Work closely with low volume brokers to identify new opportunities for business
  • Collect useful information on the alternative finance marketplace and industry trends to identify opportunities for program improvements and growth
  • Conduct contract and rate negotiation as needed
  • Provide a high level of customer service through all stages of the sales process
  • Maintain complete record keeping of all communication with broker accounts
  • Be self-motivated to schedule and track follow-up calls with your accounts to encourage increased business activity

Required Skills:

  • Previous inside sales experience sales experience, or customer relations
  • Effective multitasking/problem solving skills
  • Exceptional verbal and written communication skills for phone, email communication and record keeping
  • Effective time management and strong analytical skills are a must
  • A results-oriented sales professional with a successful track record able to accomplish clearly defined goals and objectives
  • Must be detail oriented, organized, determined, ambitious, and a “team player”
  • Experience with business computer programs, such as Microsoft Word and Excel

Education and Experience:

  • Bachelor’s degree or equivalent work experience in sales and account management
  • Five years channel management experience or sales
  • Ideal background will include experience specifically in equipment financing, banking, specialty finance or a financial services firm

This job description is subject to change and may be amended based on management need and business demands.

2015 Fast Track Awards - #1 Fastest Growing Private Company in Western New York

See your perfect job?

Let’s connect. It couldn’t be easier.

Fill out my online form.

Interested in our Broker Program?

To download our rate sheet and broker program details, please enter your information to the right.

Thank you. Please check your email to receive your download.