• Manage asset and equipment finance applications, with a special focus on car finance. • Utilize MyCRM to maintain client records, streamline communications, and manage workflows. • Handle client correspondence through emails and bank portal systems. • Organize and access shared drives, ensuring all documents and information are securely maintained and easily accessible. • Maintain a high level of attention to detail in all aspects of client and financial document management. • Establish and nurture relationships with banking partners to support client financing needs. • Conduct thorough reviews and final checks of applications to ensure compliance and accuracy.

• Facilitates growth for the Bank through business development and management of key client relationships • Maintains an outstanding and continuous record of significant revenue generation from sales and syndications • Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships • Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue • Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management • Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards • Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios • Identifies key market segments and leverages industry trends to drive business growth and expand the client base • Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making • Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions • Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments • Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership • Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction

• The Senior Financial Analyst provides a broad range of financial analysis, budgeting and forecasting for multiple departments • Prepares and reviews a variety of complex financial data and reports • Monitors trends in order to formulate strategies and provide insight to key executive stakeholders • Budget and cost reviews including analyzing variances between actuals, forecast, and plan, use insight to iterate on forecasts and push for operational improvements • Capitalized Labor reconciliation • Prepares monthly business unit financials • Financial analysis and modeling — pull and consolidate large data sets, build models from scratch and improve existing ones • Prepares financial reporting and other analytics; develops annual budgets, monthly forecasts, and variance analysis • Works with Accounting and Corporate Finance on monthly/ quarterly/ annual close processes • Collaborates with business leads to review analysis of key data • Interacts with and provides financial support and manages financial communication with the key individuals • Demonstrates knowledge of proper business practices and best practices in the use of ERP, specifically financials

• Lead and manage a team of direct reports responsible for originating equipment finance transactions. • Source and close transactions through direct solicitation of middle-market companies. • Develop and execute sales strategies to drive growth across the assigned territory. • Provide strategic guidance on deal structuring, pricing, and documentation negotiations. • Coach, train, and motivate sales originators to achieve individual and team production goals. • Partner with internal stakeholders across credit, operations, and documentation to ensure efficient deal execution.