2,005 Finance Officer jobs in the United States
SBA Specialty Finance Officer
60684 Chicago, Illinois
BMO Financial Group
Posted 1 day ago
Job Viewed
Job Description
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
This exciting role provides Small Business Administration (SBA) lending expertise for an assigned territory within the BMO Commercial Bank serving the Emerging Middle Market and clients with $10 to $0 million revenues. Specialty Finance Officer will create an effective internal and external network for successful Commercial Banking / Emerging Middle Market (EMM) client acquisition opportunities. Assures that all SBA lending is conducted in compliance with internal controls and adherence to audit, regulatory, and compliance policies. Supports EMM Relationship Managers (and other internal lead sources) on identified SBA opportunities. In partnership with the assigned RM teams, and independently, implements, reviews, and revises short-term (3-12 months) and long-term (1-2 year) rolling sales strategies and tactical plans. Identifies profitable business prospects and creates a network of referral sources for the assigned territory that meets or exceeds sales, service, revenue, share of wallet, and loyalty targets. Supports the RM team in sales of commercial banking (EMM) products and comprehensive, holistic financial solutions, and identifies and initiates cross-sell opportunities in the best interest of the customer. Refers complex sales of financing, cash management, and personal banking products to the appropriate partners.
+ Develops and maintains relationships with service providers and internal business partners to align customer needs with tailored products and services.
+ Applies professional consultative sales and business development principles, practices, and techniques to identify, negotiate, and structure initial transactions within the Bank's risk appetite.
+ Conducts field-level financial analysis of prospective SBA lending opportunities and seeks to determine SBA loan program eligibility (per current SBA Standard Operating Procedures).
+ Proposes loan solution structures and terms according to current bank SBA offering.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Reviews and monitors sales, revenue, and share of wallet performance against plan to identify gaps, develop action plans, and share best practices.
+ Provides expertise and experience to enhance the Bank's community presence.
+ Transfers prospective customer relationships to relationship managers for future revenue generation and to support customer retention efforts.
+ Acts as first level of escalation for client complaint issues and responds to and resolves complex client inquiries regarding SBA commercial banking products (and tertiary products and services).
+ Develops and delivers sales programs and initiatives to achieve sales results targeted to customer needs.
+ Develops referral strategies to achieve profitability objectives.
+ Collaborates with internal pricing teams on pricing decisions for sustained revenue growth.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Helps determine business priorities and best sequence for execution of business / group strategy.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Integrates information from multiple sources to enable more efficient processes, enhance analysis and/or streamline reporting.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
+ Identifies business needs, designs, develops tools and training programs; may include delivery of training to audiences; may have broader, enterprise-wide focus.
+ Applies territory management, relationship selling, and expansion strategies to analyze performance against market potential.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Participates in projects and other activities designed to improve the customer experience.
+ Liaises between clients and various departments across the organization to discuss issues, procedures, and provide product support and expertise.
+ Focus is primarily on Emerging Middle Market within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical, and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically, between 7- 10 years of direct SBA lending/underwriting experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
+ Advanced understanding of business banking products, lending process and directives, credit risk policies and standards, and supporting processes, and applicable regulatory requirements.
+ Good understanding of capital structures to identify referrals.
+ Strong knowledge of portfolio management and related credit qualification and adjudication standards, policies, and procedures.
+ Strong interpersonal, sales, customer service, and negotiation skills.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem-solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
88,800.00 - 165,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
This exciting role provides Small Business Administration (SBA) lending expertise for an assigned territory within the BMO Commercial Bank serving the Emerging Middle Market and clients with $10 to $0 million revenues. Specialty Finance Officer will create an effective internal and external network for successful Commercial Banking / Emerging Middle Market (EMM) client acquisition opportunities. Assures that all SBA lending is conducted in compliance with internal controls and adherence to audit, regulatory, and compliance policies. Supports EMM Relationship Managers (and other internal lead sources) on identified SBA opportunities. In partnership with the assigned RM teams, and independently, implements, reviews, and revises short-term (3-12 months) and long-term (1-2 year) rolling sales strategies and tactical plans. Identifies profitable business prospects and creates a network of referral sources for the assigned territory that meets or exceeds sales, service, revenue, share of wallet, and loyalty targets. Supports the RM team in sales of commercial banking (EMM) products and comprehensive, holistic financial solutions, and identifies and initiates cross-sell opportunities in the best interest of the customer. Refers complex sales of financing, cash management, and personal banking products to the appropriate partners.
+ Develops and maintains relationships with service providers and internal business partners to align customer needs with tailored products and services.
+ Applies professional consultative sales and business development principles, practices, and techniques to identify, negotiate, and structure initial transactions within the Bank's risk appetite.
+ Conducts field-level financial analysis of prospective SBA lending opportunities and seeks to determine SBA loan program eligibility (per current SBA Standard Operating Procedures).
+ Proposes loan solution structures and terms according to current bank SBA offering.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Reviews and monitors sales, revenue, and share of wallet performance against plan to identify gaps, develop action plans, and share best practices.
+ Provides expertise and experience to enhance the Bank's community presence.
+ Transfers prospective customer relationships to relationship managers for future revenue generation and to support customer retention efforts.
+ Acts as first level of escalation for client complaint issues and responds to and resolves complex client inquiries regarding SBA commercial banking products (and tertiary products and services).
+ Develops and delivers sales programs and initiatives to achieve sales results targeted to customer needs.
+ Develops referral strategies to achieve profitability objectives.
+ Collaborates with internal pricing teams on pricing decisions for sustained revenue growth.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Helps determine business priorities and best sequence for execution of business / group strategy.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Integrates information from multiple sources to enable more efficient processes, enhance analysis and/or streamline reporting.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
+ Identifies business needs, designs, develops tools and training programs; may include delivery of training to audiences; may have broader, enterprise-wide focus.
+ Applies territory management, relationship selling, and expansion strategies to analyze performance against market potential.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Participates in projects and other activities designed to improve the customer experience.
+ Liaises between clients and various departments across the organization to discuss issues, procedures, and provide product support and expertise.
+ Focus is primarily on Emerging Middle Market within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical, and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically, between 7- 10 years of direct SBA lending/underwriting experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
+ Advanced understanding of business banking products, lending process and directives, credit risk policies and standards, and supporting processes, and applicable regulatory requirements.
+ Good understanding of capital structures to identify referrals.
+ Strong knowledge of portfolio management and related credit qualification and adjudication standards, policies, and procedures.
+ Strong interpersonal, sales, customer service, and negotiation skills.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem-solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
88,800.00 - 165,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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0
Equities Senior Finance Officer
10176 New York, New York
Citigroup
Posted 13 days ago
Job Viewed
Job Description
Financial Officers support the development and execution of financial objectives related to revenues, expenses, capital, and risk for their respective areas. This includes supporting the development and implementation of strategic business initiatives and partnering across other functions and Finance disciplines. Lead Financial Officer (LFO) teams are Finance partners to the functions and businesses they support. This Equities Senior Financial Officer role will support the following responsibilities:
+ Assisting the business / function in their efforts to establish and deliver financial objectives related to revenues, expenses, return on investment and capital
+ Supporting short and long term budgeting, forecasting and planning processes through engagement with functional partners such as FP&A and understanding of relevant Equities products and asset classes.
**Responsibilities** :
+ Partnering with key function / business stakeholders, such as Prime, Cash, and Derivatives leads and business execution leads, for financial business decisions and plans
+ Developing and maintaining a strong understanding of the Equities franchise, their core mandate and strategic objectives
+ Providing insightful analysis and thoughtful challenge that helps inform the business' / function's strategic and financial plans and contributes to performance based outcomes
+ Maintaining strong partnerships with Equities business teams and other functional partners to support and inform financial business decisions and plans
+ Partnering with other Finance stakeholders to support business / function in meeting their financial objectives
+ Providing financial insights and analysis (such as details on variances to financial plans) to Equities leads and stakeholders upon request
+ Supporting development of business cases and analyses to inform and influence business investment decisions
+ Partnering with Equities leads and COO teams to identify potential impacts / issues, and corrective actions for variances to financial plans through in-depth analysis and interpretive thinking
+ Partnering with COO teams on a variety of activities including expense optimization opportunities and initiatives
+ Providing financial reports and analytics to Equities leads, including key financial metrics, results, trends and analysis
+ Assisting in preparation of Quarterly Business Review materials with Equities COO teams and other functional partners
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
**Qualifications** :
+ 10+ years of experience
+ Knowledge of and / or experience working with Equities products
+ Financial management experience, including financial planning, budgeting, reporting, analytics and analysis
+ Strong analytical and communication skills and proven ability to influence a wide range of stakeholders
**Education** :
+ Bachelors/University degree, Master's degree preferred
---
**Job Family Group:**
Finance
---
**Job Family:**
Finance Management
---
**Time Type:**
Full time
---
**Primary Location:**
New York New York United States
---
**Primary Location Full Time Salary Range:**
$163,600.00 - $245,400.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Oct 02, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
+ Assisting the business / function in their efforts to establish and deliver financial objectives related to revenues, expenses, return on investment and capital
+ Supporting short and long term budgeting, forecasting and planning processes through engagement with functional partners such as FP&A and understanding of relevant Equities products and asset classes.
**Responsibilities** :
+ Partnering with key function / business stakeholders, such as Prime, Cash, and Derivatives leads and business execution leads, for financial business decisions and plans
+ Developing and maintaining a strong understanding of the Equities franchise, their core mandate and strategic objectives
+ Providing insightful analysis and thoughtful challenge that helps inform the business' / function's strategic and financial plans and contributes to performance based outcomes
+ Maintaining strong partnerships with Equities business teams and other functional partners to support and inform financial business decisions and plans
+ Partnering with other Finance stakeholders to support business / function in meeting their financial objectives
+ Providing financial insights and analysis (such as details on variances to financial plans) to Equities leads and stakeholders upon request
+ Supporting development of business cases and analyses to inform and influence business investment decisions
+ Partnering with Equities leads and COO teams to identify potential impacts / issues, and corrective actions for variances to financial plans through in-depth analysis and interpretive thinking
+ Partnering with COO teams on a variety of activities including expense optimization opportunities and initiatives
+ Providing financial reports and analytics to Equities leads, including key financial metrics, results, trends and analysis
+ Assisting in preparation of Quarterly Business Review materials with Equities COO teams and other functional partners
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
**Qualifications** :
+ 10+ years of experience
+ Knowledge of and / or experience working with Equities products
+ Financial management experience, including financial planning, budgeting, reporting, analytics and analysis
+ Strong analytical and communication skills and proven ability to influence a wide range of stakeholders
**Education** :
+ Bachelors/University degree, Master's degree preferred
---
**Job Family Group:**
Finance
---
**Job Family:**
Finance Management
---
**Time Type:**
Full time
---
**Primary Location:**
New York New York United States
---
**Primary Location Full Time Salary Range:**
$163,600.00 - $245,400.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Oct 02, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
1
SBA Specialty Finance Officer
53208 Milwaukee, Wisconsin
BMO Financial Group
Posted 15 days ago
Job Viewed
Job Description
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
This exciting role provides Small Business Administration (SBA) lending expertise for an assigned territory within the BMO Commercial Bank serving the Emerging Middle Market and clients with $10 to $0 million revenues. Specialty Finance Officer will create an effective internal and external network for successful Commercial Banking / Emerging Middle Market (EMM) client acquisition opportunities. Assures that all SBA lending is conducted in compliance with internal controls and adherence to audit, regulatory, and compliance policies. Supports EMM Relationship Managers (and other internal lead sources) on identified SBA opportunities. In partnership with the assigned RM teams, and independently, implements, reviews, and revises short-term (3-12 months) and long-term (1-2 year) rolling sales strategies and tactical plans. Identifies profitable business prospects and creates a network of referral sources for the assigned territory that meets or exceeds sales, service, revenue, share of wallet, and loyalty targets. Supports the RM team in sales of commercial banking (EMM) products and comprehensive, holistic financial solutions, and identifies and initiates cross-sell opportunities in the best interest of the customer. Refers complex sales of financing, cash management, and personal banking products to the appropriate partners.
+ Develops and maintains relationships with service providers and internal business partners to align customer needs with tailored products and services.
+ Applies professional consultative sales and business development principles, practices, and techniques to identify, negotiate, and structure initial transactions within the Bank's risk appetite.
+ Conducts field-level financial analysis of prospective SBA lending opportunities and seeks to determine SBA loan program eligibility (per current SBA Standard Operating Procedures).
+ Proposes loan solution structures and terms according to current bank SBA offering.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Reviews and monitors sales, revenue, and share of wallet performance against plan to identify gaps, develop action plans, and share best practices.
+ Provides expertise and experience to enhance the Bank's community presence.
+ Transfers prospective customer relationships to relationship managers for future revenue generation and to support customer retention efforts.
+ Acts as first level of escalation for client complaint issues and responds to and resolves complex client inquiries regarding SBA commercial banking products (and tertiary products and services).
+ Develops and delivers sales programs and initiatives to achieve sales results targeted to customer needs.
+ Develops referral strategies to achieve profitability objectives.
+ Collaborates with internal pricing teams on pricing decisions for sustained revenue growth.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Helps determine business priorities and best sequence for execution of business / group strategy.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Integrates information from multiple sources to enable more efficient processes, enhance analysis and/or streamline reporting.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
+ Identifies business needs, designs, develops tools and training programs; may include delivery of training to audiences; may have broader, enterprise-wide focus.
+ Applies territory management, relationship selling, and expansion strategies to analyze performance against market potential.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Participates in projects and other activities designed to improve the customer experience.
+ Liaises between clients and various departments across the organization to discuss issues, procedures, and provide product support and expertise.
+ Focus is primarily on Emerging Middle Market within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical, and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically, between 7- 10 years of direct SBA lending/underwriting experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
+ Advanced understanding of business banking products, lending process and directives, credit risk policies and standards, and supporting processes, and applicable regulatory requirements.
+ Good understanding of capital structures to identify referrals.
+ Strong knowledge of portfolio management and related credit qualification and adjudication standards, policies, and procedures.
+ Strong interpersonal, sales, customer service, and negotiation skills.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem-solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
88,800.00 - 165,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
This exciting role provides Small Business Administration (SBA) lending expertise for an assigned territory within the BMO Commercial Bank serving the Emerging Middle Market and clients with $10 to $0 million revenues. Specialty Finance Officer will create an effective internal and external network for successful Commercial Banking / Emerging Middle Market (EMM) client acquisition opportunities. Assures that all SBA lending is conducted in compliance with internal controls and adherence to audit, regulatory, and compliance policies. Supports EMM Relationship Managers (and other internal lead sources) on identified SBA opportunities. In partnership with the assigned RM teams, and independently, implements, reviews, and revises short-term (3-12 months) and long-term (1-2 year) rolling sales strategies and tactical plans. Identifies profitable business prospects and creates a network of referral sources for the assigned territory that meets or exceeds sales, service, revenue, share of wallet, and loyalty targets. Supports the RM team in sales of commercial banking (EMM) products and comprehensive, holistic financial solutions, and identifies and initiates cross-sell opportunities in the best interest of the customer. Refers complex sales of financing, cash management, and personal banking products to the appropriate partners.
+ Develops and maintains relationships with service providers and internal business partners to align customer needs with tailored products and services.
+ Applies professional consultative sales and business development principles, practices, and techniques to identify, negotiate, and structure initial transactions within the Bank's risk appetite.
+ Conducts field-level financial analysis of prospective SBA lending opportunities and seeks to determine SBA loan program eligibility (per current SBA Standard Operating Procedures).
+ Proposes loan solution structures and terms according to current bank SBA offering.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Reviews and monitors sales, revenue, and share of wallet performance against plan to identify gaps, develop action plans, and share best practices.
+ Provides expertise and experience to enhance the Bank's community presence.
+ Transfers prospective customer relationships to relationship managers for future revenue generation and to support customer retention efforts.
+ Acts as first level of escalation for client complaint issues and responds to and resolves complex client inquiries regarding SBA commercial banking products (and tertiary products and services).
+ Develops and delivers sales programs and initiatives to achieve sales results targeted to customer needs.
+ Develops referral strategies to achieve profitability objectives.
+ Collaborates with internal pricing teams on pricing decisions for sustained revenue growth.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Helps determine business priorities and best sequence for execution of business / group strategy.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Integrates information from multiple sources to enable more efficient processes, enhance analysis and/or streamline reporting.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
+ Identifies business needs, designs, develops tools and training programs; may include delivery of training to audiences; may have broader, enterprise-wide focus.
+ Applies territory management, relationship selling, and expansion strategies to analyze performance against market potential.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Participates in projects and other activities designed to improve the customer experience.
+ Liaises between clients and various departments across the organization to discuss issues, procedures, and provide product support and expertise.
+ Focus is primarily on Emerging Middle Market within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical, and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically, between 7- 10 years of direct SBA lending/underwriting experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
+ Advanced understanding of business banking products, lending process and directives, credit risk policies and standards, and supporting processes, and applicable regulatory requirements.
+ Good understanding of capital structures to identify referrals.
+ Strong knowledge of portfolio management and related credit qualification and adjudication standards, policies, and procedures.
+ Strong interpersonal, sales, customer service, and negotiation skills.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem-solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
88,800.00 - 165,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
View Now
2
SBA Specialty Finance Officer
55405 Saint Paul, Minnesota
BMO Financial Group
Posted 15 days ago
Job Viewed
Job Description
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
This exciting role provides Small Business Administration (SBA) lending expertise for an assigned territory within the BMO Commercial Bank serving the Emerging Middle Market and clients with $10 to $0 million revenues. Specialty Finance Officer will create an effective internal and external network for successful Commercial Banking / Emerging Middle Market (EMM) client acquisition opportunities. Assures that all SBA lending is conducted in compliance with internal controls and adherence to audit, regulatory, and compliance policies. Supports EMM Relationship Managers (and other internal lead sources) on identified SBA opportunities. In partnership with the assigned RM teams, and independently, implements, reviews, and revises short-term (3-12 months) and long-term (1-2 year) rolling sales strategies and tactical plans. Identifies profitable business prospects and creates a network of referral sources for the assigned territory that meets or exceeds sales, service, revenue, share of wallet, and loyalty targets. Supports the RM team in sales of commercial banking (EMM) products and comprehensive, holistic financial solutions, and identifies and initiates cross-sell opportunities in the best interest of the customer. Refers complex sales of financing, cash management, and personal banking products to the appropriate partners.
+ Develops and maintains relationships with service providers and internal business partners to align customer needs with tailored products and services.
+ Applies professional consultative sales and business development principles, practices, and techniques to identify, negotiate, and structure initial transactions within the Bank's risk appetite.
+ Conducts field-level financial analysis of prospective SBA lending opportunities and seeks to determine SBA loan program eligibility (per current SBA Standard Operating Procedures).
+ Proposes loan solution structures and terms according to current bank SBA offering.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Reviews and monitors sales, revenue, and share of wallet performance against plan to identify gaps, develop action plans, and share best practices.
+ Provides expertise and experience to enhance the Bank's community presence.
+ Transfers prospective customer relationships to relationship managers for future revenue generation and to support customer retention efforts.
+ Acts as first level of escalation for client complaint issues and responds to and resolves complex client inquiries regarding SBA commercial banking products (and tertiary products and services).
+ Develops and delivers sales programs and initiatives to achieve sales results targeted to customer needs.
+ Develops referral strategies to achieve profitability objectives.
+ Collaborates with internal pricing teams on pricing decisions for sustained revenue growth.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Helps determine business priorities and best sequence for execution of business / group strategy.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Integrates information from multiple sources to enable more efficient processes, enhance analysis and/or streamline reporting.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
+ Identifies business needs, designs, develops tools and training programs; may include delivery of training to audiences; may have broader, enterprise-wide focus.
+ Applies territory management, relationship selling, and expansion strategies to analyze performance against market potential.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Participates in projects and other activities designed to improve the customer experience.
+ Liaises between clients and various departments across the organization to discuss issues, procedures, and provide product support and expertise.
+ Focus is primarily on Emerging Middle Market within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical, and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically, between 7- 10 years of direct SBA lending/underwriting experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
+ Advanced understanding of business banking products, lending process and directives, credit risk policies and standards, and supporting processes, and applicable regulatory requirements.
+ Good understanding of capital structures to identify referrals.
+ Strong knowledge of portfolio management and related credit qualification and adjudication standards, policies, and procedures.
+ Strong interpersonal, sales, customer service, and negotiation skills.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem-solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
88,800.00 - 165,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
This exciting role provides Small Business Administration (SBA) lending expertise for an assigned territory within the BMO Commercial Bank serving the Emerging Middle Market and clients with $10 to $0 million revenues. Specialty Finance Officer will create an effective internal and external network for successful Commercial Banking / Emerging Middle Market (EMM) client acquisition opportunities. Assures that all SBA lending is conducted in compliance with internal controls and adherence to audit, regulatory, and compliance policies. Supports EMM Relationship Managers (and other internal lead sources) on identified SBA opportunities. In partnership with the assigned RM teams, and independently, implements, reviews, and revises short-term (3-12 months) and long-term (1-2 year) rolling sales strategies and tactical plans. Identifies profitable business prospects and creates a network of referral sources for the assigned territory that meets or exceeds sales, service, revenue, share of wallet, and loyalty targets. Supports the RM team in sales of commercial banking (EMM) products and comprehensive, holistic financial solutions, and identifies and initiates cross-sell opportunities in the best interest of the customer. Refers complex sales of financing, cash management, and personal banking products to the appropriate partners.
+ Develops and maintains relationships with service providers and internal business partners to align customer needs with tailored products and services.
+ Applies professional consultative sales and business development principles, practices, and techniques to identify, negotiate, and structure initial transactions within the Bank's risk appetite.
+ Conducts field-level financial analysis of prospective SBA lending opportunities and seeks to determine SBA loan program eligibility (per current SBA Standard Operating Procedures).
+ Proposes loan solution structures and terms according to current bank SBA offering.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Reviews and monitors sales, revenue, and share of wallet performance against plan to identify gaps, develop action plans, and share best practices.
+ Provides expertise and experience to enhance the Bank's community presence.
+ Transfers prospective customer relationships to relationship managers for future revenue generation and to support customer retention efforts.
+ Acts as first level of escalation for client complaint issues and responds to and resolves complex client inquiries regarding SBA commercial banking products (and tertiary products and services).
+ Develops and delivers sales programs and initiatives to achieve sales results targeted to customer needs.
+ Develops referral strategies to achieve profitability objectives.
+ Collaborates with internal pricing teams on pricing decisions for sustained revenue growth.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Helps determine business priorities and best sequence for execution of business / group strategy.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Integrates information from multiple sources to enable more efficient processes, enhance analysis and/or streamline reporting.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
+ Identifies business needs, designs, develops tools and training programs; may include delivery of training to audiences; may have broader, enterprise-wide focus.
+ Applies territory management, relationship selling, and expansion strategies to analyze performance against market potential.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Participates in projects and other activities designed to improve the customer experience.
+ Liaises between clients and various departments across the organization to discuss issues, procedures, and provide product support and expertise.
+ Focus is primarily on Emerging Middle Market within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical, and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically, between 7- 10 years of direct SBA lending/underwriting experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
+ Advanced understanding of business banking products, lending process and directives, credit risk policies and standards, and supporting processes, and applicable regulatory requirements.
+ Good understanding of capital structures to identify referrals.
+ Strong knowledge of portfolio management and related credit qualification and adjudication standards, policies, and procedures.
+ Strong interpersonal, sales, customer service, and negotiation skills.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem-solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
88,800.00 - 165,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
View Now
3
Chief Finance Officer-Rural Affiliate
80807 Burlington, Colorado
CommonSpirit Health Mountain Region
Posted 1 day ago
Job Viewed
Job Description
USD $72.03/Hr. to USD $00.85/Hr.Welcome to CommonSpirit Health Mountain Region:
CommonSpirit Health Mountain Region is committed to building healthier communities, advocating for those who are poor and vulnerable, and innovating how and where healing can happen-both inside our hospitals and out in the community. With locations throughout Colorado, Utah, and Kansas, we deliver the same high standard of care to our employees as we do to our patients. Our 20 hospitals, emergency and urgent care centers, home care and hospice, Flight for Life Colorado TM , telehealth and over 240 physician practices and clinics offer endless opportunities! Here, you can grow your career and impact the people in the communities you serve.
CommonSpirit Health is one of the nation's largest nonprofit, faith-based health systems, with a team of over 150,000 employees and 25,000 physicians and advanced practice clinicians. CommonSpirit operates more than 2,200 care sites and 140 hospitals, serving some of the most diverse communities across the nation, letting humankindness lead the way.
Overview:
The Chief Finance Officer is primarily responsible for serving as the senior financial leader for Kit Carson County Memorial Hospital, a CommonSpirit Health managed affiliate in Burlington, Colorado. The CFO is an integral member of the senior management team at the hospital and provides financial leadership, analysis, and operational support to all levels of management. The CFO is responsible for setting overall financial policies and procedures for the hospital and is ultimately responsible for accounting and finance functions. This executive reports to the Hospital CEO with a matrix reporting structure to CommonSpirit Health's Mountain Region VP of Rural Health.
In collaboration with and under the direction of the CEO of the hospital, CFO will provide direct oversight of the local hospital financial management team members. This includes, but is not limited to, oversight of the following functions:
+ Preparation of operating and capital budgets and monitoring performance against budget
+ Capital expenditure and depreciation process & required reporting
+ Maintaining appropriate internal controls
+ Revenue cycle management
+ Charge master review and updates
+ Development of, and compliance with, financial policies and procedures
+ Contractual allowances and bad debt allowances
+ Annual audit preparation and support
+ Banking relations
+ Cost reporting
+ Collaborate with senior management and boards of the hospital to develop financial goals and objectives for the hospital and its operating units.
+ Maintain a thorough working knowledge of federal, state, and payer-specific payment methodologies
+ Maintain a high level of expertise and working knowledge of CMS and other federal regulations and statutes such as Critical Access Hospital and Rural Health Clinic conditions of participation and reimbursement, EMTALA, Medicare fraud and abuse, Stark/Antitrust legislation, and IRS guidelines
+ Support facility financial stability by analyzing operating performance, identifying improvement opportunities, and determining actions to be taken to meet performance targets
+ Provide sound guidance, training, and education to all hospital leaders regarding financial management, reimbursement, compliance, billing & collections, financial trends, and other related topics
+ Special projects as needed
Qualifications:
In addition to bringing humankindness to the workplace each day, qualified candidates will need the following:
+ Masters Degree in Accounting, Finance or related field - required
+ Bachelor Degree in Accounting, Finance, or related field - required
Your Connected Community:
We believe in the healing power of humanity and serving the common good through our dedicated work and shared mission to celebrate humankindness.
Kit Carson County Memorial Hospital's mission to be the trusted provider of rural health care services can be traced back to 1946 when the Burlington Rotary and community members dedicated time, money and volunteer hours towards building a county hospital in Burlington, Colorado. Over the years, there have been numerous changes and additions to the hospital to update the building and remain current with technology. In 1996 Kit Carson County Health Service District (KCCHSD) was formed. The purpose of forming KCCHSD was to encompass the clinics and home health and hospice outside of the hospital. Today, Kit Carson County Memorial Hospital is proud to be recognized as a Top 100 Critical Access Hospital with accolades including their Performance Leadership Award for excellence in Patient Perspective and Quality categories. KCCHSD is an affiliate of CommonSpirit Health. Kit Carson County Memorial Hospital - Care Close to Home video. ( Total Reward Offerings:
We believe investing in our employees lets them know they truly matter. Your Total Rewards package includes compensation, benefits, retirement, wellness, leave, and other programs. Designed with your well-being in mind, we offer:
+ Several Medical, Dental, & Vision options.
+ Spending Accounts including a Dependent Care FSA that can include an employer contribution
+ Retirement account options with a generous employer match
+ Tuition Reimbursement
+ Student Loan Forgiveness, and so much more!
+ Relocation assistance
View more on our benefits HERE ( .
Pay Range:
72.03 - 100.85 / hour
Shift: Days
We are an equal opportunity employer.
CommonSpirit Health Mountain Region is committed to building healthier communities, advocating for those who are poor and vulnerable, and innovating how and where healing can happen-both inside our hospitals and out in the community. With locations throughout Colorado, Utah, and Kansas, we deliver the same high standard of care to our employees as we do to our patients. Our 20 hospitals, emergency and urgent care centers, home care and hospice, Flight for Life Colorado TM , telehealth and over 240 physician practices and clinics offer endless opportunities! Here, you can grow your career and impact the people in the communities you serve.
CommonSpirit Health is one of the nation's largest nonprofit, faith-based health systems, with a team of over 150,000 employees and 25,000 physicians and advanced practice clinicians. CommonSpirit operates more than 2,200 care sites and 140 hospitals, serving some of the most diverse communities across the nation, letting humankindness lead the way.
Overview:
The Chief Finance Officer is primarily responsible for serving as the senior financial leader for Kit Carson County Memorial Hospital, a CommonSpirit Health managed affiliate in Burlington, Colorado. The CFO is an integral member of the senior management team at the hospital and provides financial leadership, analysis, and operational support to all levels of management. The CFO is responsible for setting overall financial policies and procedures for the hospital and is ultimately responsible for accounting and finance functions. This executive reports to the Hospital CEO with a matrix reporting structure to CommonSpirit Health's Mountain Region VP of Rural Health.
In collaboration with and under the direction of the CEO of the hospital, CFO will provide direct oversight of the local hospital financial management team members. This includes, but is not limited to, oversight of the following functions:
+ Preparation of operating and capital budgets and monitoring performance against budget
+ Capital expenditure and depreciation process & required reporting
+ Maintaining appropriate internal controls
+ Revenue cycle management
+ Charge master review and updates
+ Development of, and compliance with, financial policies and procedures
+ Contractual allowances and bad debt allowances
+ Annual audit preparation and support
+ Banking relations
+ Cost reporting
+ Collaborate with senior management and boards of the hospital to develop financial goals and objectives for the hospital and its operating units.
+ Maintain a thorough working knowledge of federal, state, and payer-specific payment methodologies
+ Maintain a high level of expertise and working knowledge of CMS and other federal regulations and statutes such as Critical Access Hospital and Rural Health Clinic conditions of participation and reimbursement, EMTALA, Medicare fraud and abuse, Stark/Antitrust legislation, and IRS guidelines
+ Support facility financial stability by analyzing operating performance, identifying improvement opportunities, and determining actions to be taken to meet performance targets
+ Provide sound guidance, training, and education to all hospital leaders regarding financial management, reimbursement, compliance, billing & collections, financial trends, and other related topics
+ Special projects as needed
Qualifications:
In addition to bringing humankindness to the workplace each day, qualified candidates will need the following:
+ Masters Degree in Accounting, Finance or related field - required
+ Bachelor Degree in Accounting, Finance, or related field - required
Your Connected Community:
We believe in the healing power of humanity and serving the common good through our dedicated work and shared mission to celebrate humankindness.
Kit Carson County Memorial Hospital's mission to be the trusted provider of rural health care services can be traced back to 1946 when the Burlington Rotary and community members dedicated time, money and volunteer hours towards building a county hospital in Burlington, Colorado. Over the years, there have been numerous changes and additions to the hospital to update the building and remain current with technology. In 1996 Kit Carson County Health Service District (KCCHSD) was formed. The purpose of forming KCCHSD was to encompass the clinics and home health and hospice outside of the hospital. Today, Kit Carson County Memorial Hospital is proud to be recognized as a Top 100 Critical Access Hospital with accolades including their Performance Leadership Award for excellence in Patient Perspective and Quality categories. KCCHSD is an affiliate of CommonSpirit Health. Kit Carson County Memorial Hospital - Care Close to Home video. ( Total Reward Offerings:
We believe investing in our employees lets them know they truly matter. Your Total Rewards package includes compensation, benefits, retirement, wellness, leave, and other programs. Designed with your well-being in mind, we offer:
+ Several Medical, Dental, & Vision options.
+ Spending Accounts including a Dependent Care FSA that can include an employer contribution
+ Retirement account options with a generous employer match
+ Tuition Reimbursement
+ Student Loan Forgiveness, and so much more!
+ Relocation assistance
View more on our benefits HERE ( .
Pay Range:
72.03 - 100.85 / hour
Shift: Days
We are an equal opportunity employer.
View Now
4
Remote Finance & Payments Officer - Immediate Start
Remote
$22 - $28 per hour
Dynamic Selling Solutions
Posted 1 day ago
Job Viewed
Job Description
Dynamic Selling Solutions is seeking a reliable and detail-oriented Finance & Payments Officer to support our growing operations. The ideal candidate will be responsible for receiving company funds, managing transactions, and ensuring accurate and timely transfers to the appropriate accounts.
Responsibilities:
• Process incoming and outgoing company payments
• Maintain accurate financial records and reports
• Verify transactions for accuracy and compliance
• Coordinate with vendors and internal teams on payment matters
• Ensure timely disbursement of funds
Requirements:
• Prior experience in accounting, bookkeeping, or finance
• Strong organizational and communication skills
• High attention to detail with a focus on accuracy
• Proficiency in Excel or accounting software
• Ability to handle confidential financial information responsibly
• Authorized to work with a valid payment account
Benefits:
• Pay: $22–$28 per hour (based on experience)
• Fully remote with flexible hours
• Paid training and long-term opportunities for growth
• Immediate start available
Location:
Remote (Work From Home)
How to Apply:
Submit your resume along with a brief note about your accounting or financial experience. Shortlisted candidates will be contacted directly by Dynamic Selling Solutions for the next steps.
Company Details
Dynamic Selling Solutions has developed aproven sales process that will generatemore revenue for your company and provide long lasting relationships with your clients. We believe in going beyond giving sales professionals the tools to work with, by providing a step by step selling process to insure a timely selling cycle that not only improves closing ratios butimpacts your company's revenue health. Selling today is about generating revenue and more importantly about "Hitting Your Budget." Dynamic Selling Solutions is led by our president and founder Ron Gaylor who brings over 30 years of experience inprofessional sales and management.
Apply Now
5
Equipment Finance Closing Officer
35298 Birmingham, Alabama
First Horizon Bank
Posted 1 day ago
Job Viewed
Job Description
**Description**
**Location:** On site at location listed in job posting
**Summary**
Works with Relationship Managers to coordinate loan/lease closing timeline. When appropriate, engage and work with outside counsel to ensure that all required documents are complete and accurate
**Key Responsibilities Include**
+ Enter data into a front-end system to determine and create contractual documents based on the type of contract requested
+ When appropriate, work with outside counsel to ensure that all required documents are complete and accurate
+ Determine when documentation is in place and acceptable for closing a loan; at times may have to inform the appropriate personnel that loan cannot be closed until certain documents to protect the bank's position are obtained
+ Identify and request necessary pre-closing lien search duties
+ Ensure adequate insurance is obtained prior to closing; at times may have to inform the appropriate personnel that the loan cannot be closed until adequate insurance is received.
+ Assess the loan documentation relative to policy to determine if there is an exception and uses discretion and independent judgment to determine whether or not the exception is allowable
+ Review existing documentation for loan relationship with Bank for renewals and increases
+ Verify that all compliance issues have been addressed
+ Confirm that necessary documents and cancellation of documents have been filed with the proper record guardians, (i.e. Clerk of Court, Dept. of Motor Vehicles, etc.)
+ Address and clear any collateral exceptions issued on loans closed
+ Assist in other duties and special projects as requested
**Qualifications Include**
+ High school diploma or GED with 2-3 years of experience preferred or an equivalent combination of education/training and experience; detail oriented; possess excellent organizational and time management skills
+ Email software (ex. MS Outlook) and Microsoft office suite of products
+ Aircraft documentation a plus.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ( .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision - HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook ( formerly Twitter
LinkedIn ( ( Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
**Location:** On site at location listed in job posting
**Summary**
Works with Relationship Managers to coordinate loan/lease closing timeline. When appropriate, engage and work with outside counsel to ensure that all required documents are complete and accurate
**Key Responsibilities Include**
+ Enter data into a front-end system to determine and create contractual documents based on the type of contract requested
+ When appropriate, work with outside counsel to ensure that all required documents are complete and accurate
+ Determine when documentation is in place and acceptable for closing a loan; at times may have to inform the appropriate personnel that loan cannot be closed until certain documents to protect the bank's position are obtained
+ Identify and request necessary pre-closing lien search duties
+ Ensure adequate insurance is obtained prior to closing; at times may have to inform the appropriate personnel that the loan cannot be closed until adequate insurance is received.
+ Assess the loan documentation relative to policy to determine if there is an exception and uses discretion and independent judgment to determine whether or not the exception is allowable
+ Review existing documentation for loan relationship with Bank for renewals and increases
+ Verify that all compliance issues have been addressed
+ Confirm that necessary documents and cancellation of documents have been filed with the proper record guardians, (i.e. Clerk of Court, Dept. of Motor Vehicles, etc.)
+ Address and clear any collateral exceptions issued on loans closed
+ Assist in other duties and special projects as requested
**Qualifications Include**
+ High school diploma or GED with 2-3 years of experience preferred or an equivalent combination of education/training and experience; detail oriented; possess excellent organizational and time management skills
+ Email software (ex. MS Outlook) and Microsoft office suite of products
+ Aircraft documentation a plus.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ( .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision - HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook ( formerly Twitter
LinkedIn ( ( Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
View Now
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6
Equip Finance Sales Officer III (US)
60189 Wheaton, Illinois
TD Bank
Posted 1 day ago
Job Viewed
Job Description
**Work Location:**
Wheaton, Illinois, United States of America
**Hours:**
40
**Pay Details:**
$110,760 - $178,880 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Equipment Finance Sales Officer III is responsible for creating and executing a marketing plan to achieve a specific target volume objective within one of TD Bank's Markets. This job develops new equipment finance business via internal referral sources as well as external business contacts in accordance with TDEF procedures and regulatory guidelines. The Equipment Finance Sales Officer III achieves a determined percentage of sales volume from direct prospecting, calling on prospects of TD Bank, maintaining an internal referral network, as well as working from a prospect list of specific SIC codes. This job also gathers prospect financial and general business information, provides support and assistance to credit decision process and communicates with prospects to close sales.
**Depth & Scope:**
+ Identifies, structures, and closes leases and other equipment finance transactions with TD Bank Customers and prospects
+ Develops new leasing business independently, meeting with larger and more complex prospects in a designated region to a larger sales goal with an increasing emphasis on developing business from outside contacts
+ Makes prospect calls independently to sell leasing services and cross sell other Company products and services
+ Gathers prospect financial and general business information independently for larger and more complex accounts. Explains wide array of leasing alternatives and guides prospects to best choices based on leasing experience, understanding and individual prospect situations. Answers questions and follows up on information requests; compiles necessary information to begin financial analysis
+ Provides support and assistance to credit decision process and communicates credit decisions to Customers. Negotiates specific lease terms and conditions for more complex leases within parameters defined by credit decisions. Finalizes lease agreements with prospects and closes sales
+ Prepares more in-depth management reports summarizing leasing activity
+ Uses Lease Pricing Software to structure Tax Leases and utilizes a Call Reporting System to track lease sales activities
+ Employs the various lease products (i.e. FMV Leases, Capital Leases, TRAC Leases Off Balance Sheet Leases, Municipal Leases, etc.) to meet the leasing needs of the client
+ Markets the Leasing products internally to Bank lenders and other TD Bank product partners
+ Monitors status of current lease portfolio to ensure conformity with terms; ensures necessary documentation is completed and forwarded for processing; coordinates with operations and processing areas to ensure lease payments are collected and recorded
**Education & Experience:**
+ 4 year Degree or equivalent experience
+ 7-10+ years of related EF experience
+ In-depth understanding of leasing business development techniques
+ Proven business development track record of outperforming goals
+ Ability to conceptualize and implement effective new business strategies
+ Extensive network of outside referral sources for new business
+ Very strong credit and financial analysis skills
+ Strong negotiation skills
+ Incumbent should be able to operate from various locations within a specific TD Bank market
+ Excellent communication skills, both verbal and written
+ Previous experience with lease pricing software
+ Strong knowledge of factors affecting Tax Leases
+ Strong knowledge of off balance sheet lease accounting
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Wheaton, Illinois, United States of America
**Hours:**
40
**Pay Details:**
$110,760 - $178,880 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Equipment Finance Sales Officer III is responsible for creating and executing a marketing plan to achieve a specific target volume objective within one of TD Bank's Markets. This job develops new equipment finance business via internal referral sources as well as external business contacts in accordance with TDEF procedures and regulatory guidelines. The Equipment Finance Sales Officer III achieves a determined percentage of sales volume from direct prospecting, calling on prospects of TD Bank, maintaining an internal referral network, as well as working from a prospect list of specific SIC codes. This job also gathers prospect financial and general business information, provides support and assistance to credit decision process and communicates with prospects to close sales.
**Depth & Scope:**
+ Identifies, structures, and closes leases and other equipment finance transactions with TD Bank Customers and prospects
+ Develops new leasing business independently, meeting with larger and more complex prospects in a designated region to a larger sales goal with an increasing emphasis on developing business from outside contacts
+ Makes prospect calls independently to sell leasing services and cross sell other Company products and services
+ Gathers prospect financial and general business information independently for larger and more complex accounts. Explains wide array of leasing alternatives and guides prospects to best choices based on leasing experience, understanding and individual prospect situations. Answers questions and follows up on information requests; compiles necessary information to begin financial analysis
+ Provides support and assistance to credit decision process and communicates credit decisions to Customers. Negotiates specific lease terms and conditions for more complex leases within parameters defined by credit decisions. Finalizes lease agreements with prospects and closes sales
+ Prepares more in-depth management reports summarizing leasing activity
+ Uses Lease Pricing Software to structure Tax Leases and utilizes a Call Reporting System to track lease sales activities
+ Employs the various lease products (i.e. FMV Leases, Capital Leases, TRAC Leases Off Balance Sheet Leases, Municipal Leases, etc.) to meet the leasing needs of the client
+ Markets the Leasing products internally to Bank lenders and other TD Bank product partners
+ Monitors status of current lease portfolio to ensure conformity with terms; ensures necessary documentation is completed and forwarded for processing; coordinates with operations and processing areas to ensure lease payments are collected and recorded
**Education & Experience:**
+ 4 year Degree or equivalent experience
+ 7-10+ years of related EF experience
+ In-depth understanding of leasing business development techniques
+ Proven business development track record of outperforming goals
+ Ability to conceptualize and implement effective new business strategies
+ Extensive network of outside referral sources for new business
+ Very strong credit and financial analysis skills
+ Strong negotiation skills
+ Incumbent should be able to operate from various locations within a specific TD Bank market
+ Excellent communication skills, both verbal and written
+ Previous experience with lease pricing software
+ Strong knowledge of factors affecting Tax Leases
+ Strong knowledge of off balance sheet lease accounting
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
View Now
7
Account Management - Sales
Franksville, Wisconsin
TriCore
Posted today
Job Viewed
Job Description
Location: Racine, WI
Compensation: $70,000 – $90,000 annually, based on experience.
Why Join TriCore?
At TriCore, we help power innovation. We’re an engineering and automation firm supporting the food, beverage, dairy, and life sciences industries with cutting-edge automation and controls integration solutions.
We’re looking for someone ready to grow. If you’ve spent a few years in inside sales and want the chance to learn from senior engineers and business development leaders, this is your opportunity. You’ll get hands-on mentorship, exposure to technical automation projects, and the tools to build a long-term career in a growing industry.
What You’ll Do:
You’ll join our sales team as a Client Solutions Architect, working closely with senior team members to develop proposals, support client needs, and learn the technical side of automation solutions. No worries if you don’t know everything on day one — we’ll train you.
Key Responsibilities:
- Learn & Grow
- Receive mentorship through a strong onboarding program and colleagues on our sales team
- Build technical knowledge of automation systems and industrial environments.
- Proposal Support
- Assist in creating proposals, pricing, and scopes of work for industrial automation projects.
- Gather and organize technical details needed to prepare accurate project quotes.
- Sales Collaboration
- Support senior sales calls and client presentations.
- Learn how to translate client needs into tailored solutions.
- Track opportunities and help manage communications using CRM tools.
- Process Development
- Help improve proposal templates and streamline quoting processes.
- Learn to coordinate across sales, engineering, and customer success teams.
What We’re Looking For:
This role is ideal for someone with 2–3 years of inside sales experience who’s eager to develop technical knowledge and grow into a more senior solutions or business development role.
Qualifications:
- Associate’s degree required; Bachelor’s preferred
- 2+ years of inside sales or sales support experience
- Interest in automation, industrial systems, or technology is a plus (we’ll teach you!)
- CRM or proposal-writing experience is helpful but not required
Skills That Set You Apart:
- Strong organizational skills and attention to detail
- Great communicator — comfortable speaking with clients and team members
- Eager to learn technical concepts and apply them in real-world solutions
- Proficient with Microsoft Office (Word and Excel especially)
- Self-starter who thrives in a team-oriented, fast-paced environment
Benefits & Perks:
- Hybrid schedule: 2–3 days per week in-office
- 401(k) with generous employer match
- Health, dental, and vision insurance with employer contributions
- Unlimited PTO + paid holidays
- Short- and long-term disability options
- Laptop and equipment provided
- Professional development and mentorship opportunities
Alternate Job Titles:
- Junior Solutions Architect
- Inside Sales Support Specialist
- Proposal Coordinator – Automation
- Technical Sales Development Representative
Keywords for Visibility:
Automation sales, industrial controls, inside sales engineer, client solutions, proposal development, CRM, control systems, technical account manager, automation projects, sales support, industrial sales, food and beverage automation, inside sales specialist, engineering support, PLC, HMI, SCADA proposals, project estimator, industrial systems, engineered solutions, automation careers.
We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
View Now
8
Account Management - Sales
Sturtevant, Wisconsin
TriCore
Posted today
Job Viewed
Job Description
Location: Racine, WI
Compensation: $70,000 – $90,000 annually, based on experience.
Why Join TriCore?
At TriCore, we help power innovation. We’re an engineering and automation firm supporting the food, beverage, dairy, and life sciences industries with cutting-edge automation and controls integration solutions.
We’re looking for someone ready to grow. If you’ve spent a few years in inside sales and want the chance to learn from senior engineers and business development leaders, this is your opportunity. You’ll get hands-on mentorship, exposure to technical automation projects, and the tools to build a long-term career in a growing industry.
What You’ll Do:
You’ll join our sales team as a Client Solutions Architect, working closely with senior team members to develop proposals, support client needs, and learn the technical side of automation solutions. No worries if you don’t know everything on day one — we’ll train you.
Key Responsibilities:
- Learn & Grow
- Receive mentorship through a strong onboarding program and colleagues on our sales team
- Build technical knowledge of automation systems and industrial environments.
- Proposal Support
- Assist in creating proposals, pricing, and scopes of work for industrial automation projects.
- Gather and organize technical details needed to prepare accurate project quotes.
- Sales Collaboration
- Support senior sales calls and client presentations.
- Learn how to translate client needs into tailored solutions.
- Track opportunities and help manage communications using CRM tools.
- Process Development
- Help improve proposal templates and streamline quoting processes.
- Learn to coordinate across sales, engineering, and customer success teams.
What We’re Looking For:
This role is ideal for someone with 2–3 years of inside sales experience who’s eager to develop technical knowledge and grow into a more senior solutions or business development role.
Qualifications:
- Associate’s degree required; Bachelor’s preferred
- 2+ years of inside sales or sales support experience
- Interest in automation, industrial systems, or technology is a plus (we’ll teach you!)
- CRM or proposal-writing experience is helpful but not required
Skills That Set You Apart:
- Strong organizational skills and attention to detail
- Great communicator — comfortable speaking with clients and team members
- Eager to learn technical concepts and apply them in real-world solutions
- Proficient with Microsoft Office (Word and Excel especially)
- Self-starter who thrives in a team-oriented, fast-paced environment
Benefits & Perks:
- Hybrid schedule: 2–3 days per week in-office
- 401(k) with generous employer match
- Health, dental, and vision insurance with employer contributions
- Unlimited PTO + paid holidays
- Short- and long-term disability options
- Laptop and equipment provided
- Professional development and mentorship opportunities
Alternate Job Titles:
- Junior Solutions Architect
- Inside Sales Support Specialist
- Proposal Coordinator – Automation
- Technical Sales Development Representative
Keywords for Visibility:
Automation sales, industrial controls, inside sales engineer, client solutions, proposal development, CRM, control systems, technical account manager, automation projects, sales support, industrial sales, food and beverage automation, inside sales specialist, engineering support, PLC, HMI, SCADA proposals, project estimator, industrial systems, engineered solutions, automation careers.
We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
View Now
9