Relationship Manager - Corporate Asset Finance

EverBank • Boston, MA • 1d ago

Relationship Manager -Corporate Asset Finance

The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets.

Key Responsibilities and Duties

Develops prospect and customer databases to generate direct and indirect leads.

Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters.

Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions.

Ensures overall customer satisfaction by managing all day-to-day customer facing requirements.

Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers.

Develops specialized product knowledge and financing expertise for covered industries.

Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses.

Minimum Qualifications:

5 years of Corporate Asset Finance or Large Equipment Finance experience

Proficient in lease structuring and pricing (Supertrump)

Preferred Qualifications:

Tenured direct relationship management/origination experience

Experience with different equipment @types including manufacturing, transportation, marine, aircraft, IT, etc.

Significant direct "cold calling" experience

Educational Requirements

University (Degree) Preferred

Role Specific Work Experience

5+ Years Required; 7+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

8IC

Additional Job Description:

This position will focus on lending and leasing through direct relationships.

Posting End Date: 10/24/25

Job Seeker Notice

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

Pay Range $182,100 - $246,400

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereo@type, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

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