Commercial Account Manager (vendor Equipment Finance)

Commercial Account Manager

The Commercial Account Manager provides support for an array of banking commercial products. Under general supervision, this job works on projects and prospects associated with commercial operations by assisting with data input processes, quality control, client statement preparations, and error identification. This job elevates reporting issues to managers and consistently works to maintain the accuracy of the company's commercial loan management system.

Key Responsibilities and Duties:

• Supports processing of commercial banking operations such as loans, letters of credit, and banking guarantees.
• Enters data from loan applications and related documentation into a commercial loan management system.
• Works to ensure quality, accuracy, and completeness of data entered into management system.
• Assists preparation of statements for clients, along with conducting reconciliation and investigation efforts when needed.
• Retrieves and updates information on existing loans as needed.
• Executes best practices for resolving out-of-balance transactions.
• Identifies erroneous transactions, reporting major issues to managers for issue resolution.

Minimum Qualifications:

• 2+ years of commercial banking experience

Preferred Qualifications:

• Prior equipment finance or vendor leasing experience, preferably in the healthcare segment.
• Proficient in Microsoft Office (Word, Excel, PowerPoint, etc)
• Strong communication skills
• Ability to work under pressure and tight deadlines.

Educational Requirements:

• University (Degree) Preferred

Role Specific Work Experience:

• 2+ Years Required; 3+ Years Preferred

Physical Requirements:

• Physical Requirements: Sedentary Work

Career Level: 6IC

Additional Job Description:

This position sits on the Vendor Equipment Finance Operations team and supports the healthcare segment. Hybrid work is a minimum of four days a week, one flexible day for remote work.

Pay Range: $57,900 - $78,300

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination, and retaliation. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.