Equipment Leasing and Financing Specialist

2 weeks ago

Grande Prairie, Canada CWB Financial Group Full time

About the Role

CWB Financial Group is seeking a seasoned professional to join our dynamic team as an Equipment Leasing and Financing Specialist. In this role, you will be responsible for developing and implementing a personal business plan and activity-based sales strategies to deliver strong, profitable, and balanced growth of equipment loans and leases.

Key Responsibilities

  • Develops and implements a personal business plan and activity-based sales strategies to deliver strong, profitable, and balanced growth of equipment loans and leases.
  • Communicate directly with internal partners, customers, and external professionals.
  • Analyzes financial statements and develops credit packages to support larger dollar transactions.
  • Drive the credit and lease processes through the preparation of applications and documentation.
  • Apply effective communication to ensure customer expectations are successfully achieved with all internal/external collaborators.

Requirements

  • Financial and marketing knowledge of local markets and national economies built on a foundation of formal education or real-life experience.
  • Ability to understand financial statements, complete analysis, and possess a sound understanding of effective risk mitigation strategies.
  • Credit adjudication experience and a basic knowledge of collateral security and documentation would be considered strong assets.

What We Offer

  • Wellness matters. We offer an award-winning benefits package, including hybrid work environments, everyday flexibility, company-funded health coverage, and health care spending account.
  • Career development. We commit to our employees' development and help them reach their professional goals with organization-wide coaching services, mentorship, education support, and training programs.
  • Bring your whole self to work. Inclusion is a journey requiring practice and experience to result in a powerful outcome. Your perspective matters, and your voice will be heard. Find community within the CWB family in our employee-represented groups.

About CWB Financial Group

CWB Financial Group is a team of specialized individuals who know heavy equipment industries inside and out. We are not office dwellers, and our crew members often start the day in a branch and end the day on-site with our clients.

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