• Work with existing and potential customers to understand their key initiatives in Consumer Lending and Retail Banking across Marketing, Originations, Customer Management, Personalization, Collections, and Fraud. • Share expertise and thought leadership in Decisioning, Analytics, & Optimization within Financial Services to help our clients leapfrog the competition, leveraging FICO’s cutting-edge Platform. • Build relationships with senior client stakeholders in Business and Technology to gain insight into their most urgent decision management-related problems while articulating FICO’s platform capabilities. • Research and shape potential solution opportunities through collaborative engagement with internal Key Account Managers, Pre-Sales Domain Experts and Pre-Sales Architects to formulate and effectively position solution proposals. • Ensure clients are delighted with solutions purchased to create win-win relationships that are long-term, expanding, and profitable. • Collaborate with internal FICO teams, including Global Solution Architecture, Product Development, Finance, and Professional Services, to shape a cohesive sales effort that educates our customers on the tremendous business value the FICO Platform delivers. • Work with the largest and most advanced Financial Institutions as well as a core set of leaders in other sectors. • Manage sales to quarterly and annual targets, with significant earnings upside when targets are exceeded.

• Develop and implement the overall credit philosophy, underwriting framework, and risk appetite for the Equipment Finance platform • Establish credit policies, underwriting guidelines, and approval authorities consistent with Forbright Bank’s enterprise risk framework • Ensure disciplined risk selection across equipment types, industries, obligor profiles, transaction structures, and sponsor relationships • Partner with executive leadership to define target markets, concentration limits, return thresholds, and portfolio construction strategy • Monitor macroeconomic trends, industry performance, collateral dynamics, and regulatory developments impacting equipment finance • Maintain strong alignment with regulatory expectations and internal audit standards • Oversee all underwriting activities including new originations, amendments, renewals, and refinancings • Provide final credit review and approval (within authority) on transactions including loans, leases, structured equipment financings, and asset-based structures • Review and challenge underwriting memos, financial models, risk ratings, and sensitivity analyses to ensure accuracy and completeness • Ensure appropriate diligence on obligors, sponsors, collateral, residual values, industry risks, and structural protections • Lead structuring discussions to optimize credit protection, documentation, pricing, and covenant packages • Present and advocate transactions to Credit Committee and senior management • Partner with Portfolio Management to monitor asset quality, trends, and early warning indicators • Oversee risk rating integrity and periodic credit reviews • Proactively identify emerging risks and develop mitigation strategies • Lead strategy discussions on amendments, restructurings, and potential workout situations • Ensure strong documentation standards and covenant compliance monitoring • Design and implement scalable underwriting processes to support growth of the Equipment Finance platform • Drive efficiency through workflow optimization, credit systems enhancements, and reporting automation • Establish portfolio analytics, risk dashboards, and management reporting frameworks • Develop standard templates for credit memoranda, financial modeling, and approval documentation • Partner with Technology and Operations to enhance origination systems and data infrastructure • Serve as a strategic partner to the Managing Director in balancing growth objectives with prudent risk management • Collaborate on pricing strategy, funding considerations, and capital allocation • Engage with external stakeholders including sponsors, large borrowers, and syndication partners as needed • Participate in enterprise-wide risk discussions and contribute to broader credit policy initiatives at the Bank level • Perform other duties as assigned

• Develop and execute the strategic vision and annual Business Plan for Equipment Finance Operations, including scalability, systems infrastructure, risk controls, and service level objectives • Design and implement comprehensive operational workflows covering documentation, funding, booking, servicing, and transaction lifecycle management • Lead implementation, and optimization of core systems including LOS, lease/loan servicing platforms, documentation tools, CRM integrations, and workflow automation • Establish KPI dashboards to monitor SLAs, funding timelines, documentation exceptions, booking accuracy, operational risk indicators, and cost per funded transaction • Drive continuous process improvement initiatives to reduce cycle times, enhance accuracy, and improve client experience • Provide regular updates to Management on operational performance, capacity planning, system enhancements, and risk management matters • Continuously seek ways to improve systems, processes, and methodologies. Create best in-class functions that are adaptable to our dynamic environment • Strive to be a leader in adopting a multi-stakeholder approach that is focused on our employees, customers, communities and our environmental footprint alongside a focus on maximizing value for our investors. • Oversee drafting, review, and negotiation coordination of equipment finance documentation, including: Master Lease/Loan Agreements, Master Assignment Agreements (MAA), and syndication/participation agreements, schedules, amendments, participation agreements, assignments, and intercreditor arrangements • Ensure all documentation accurately reflects approved credit structures and complies with Bank policy and regulatory standards • Direct lien perfection processes including UCC filings, title work, DMV interface, insurance, collateral and aircraft/marine registrations. • Establish and maintain documentation templates, playbooks, approval matrices, and quality-control standards • Provide subject matter expertise on complex structural, collateral, and documentation issues • Ensure documentation and credit files are timely updated and maintained in the Bank’s internal systems in compliance with internal procedures and regulatory guidelines • Oversee the entire funding lifecycle, ensuring all conditions precedent are satisfied prior to disbursement • Establish and maintain funding authorization and wire control protocols • Implement final file review and quality-control procedures to ensure data integrity prior to booking • Coordinate accurate booking into the system of record in partnership with Accounting and Finance • Ensure proper GL mapping, accrual setup, yield validation, and amortization schedule accuracy • Facilitate onboarding of new clients to deposit platforms and treasury systems • Serve as escalation point for time-sensitive closing and funding issues • Oversee operational processes related to invoicing, payment processing, insurance tracking, tax administration, and covenant monitoring • Establish procedures for modifications, extensions, restructures, and amendments • Coordinate end-of-term processes including renewals, buyouts, residual management, and asset returns • Partner with Portfolio Management to ensure seamless transition from booking through lifecycle monitoring • Identify operational risks and trends and escalate appropriately • Ensure all operational processes comply with the Bank’s credit policy, regulatory guidance, and internal control standards • Partner closely with Legal, Compliance, Accounting, Risk, and Internal Audit to maintain strong governance in a regulated bank environment • Independently identify, evaluate, and remediate operational and process gaps • Implement exception monitoring, reporting, and remediation tracking processes • Oversee vendor management, monitoring, and oversight responsibilities related to documentation and servicing providers • Perform other duties as assigned

• Develop BUSINESS and manage relationships with clients in the accounting and finance sectors. • Conduct full-cycle recruitment, from sourcing and screening candidates to managing client relationships and negotiating offers. • Focus on business development, building and maintaining a strong client base, and generating new business opportunities. • Work on a hybrid desk, combining business development with recruitment activities. • Utilize your experience in investment management, asset management, hedge funds, or venture capital to understand client needs and match them with suitable candidates. • Provide exceptional service to both clients and candidates, ensuring a smooth and effective recruitment process.