The Relationship Manager’s (RM) primary focus is to develop and enhance profitable business

relationships with new and existing brokers, vendors and customers (originators). The RM will be the

main point of contact between the originators and Amur Equipment Finance (AmurEF). The RM is

responsible for tracking, reporting deal flow and meeting overall volume and other key performance

metric expectations.

Key Responsibilities

Performance

•  Meeting the growth objectives of the department
•  Consistently achieve positive results on key performance indicators
•  Develop and manage the primary relationship with originators to ensure opportunities are maximized
•  Manage daily transaction flow and follow up on transactions prior to their expiration 

Administrative

•  Understands and implements the credit criteria of what is needed for the transaction to be processed
•  Understands and implements the documentation and funding requirements per AmurEF guidelines
•  Effectively communicate and maintain quality service by enforcing AmurEF guidelines and processes to outside originators 

Technical

•  Highly effective and skilled at utilizing Salesforce.com
•  Knows how to effectively use Microsoft Office and Tableau (if required)
•  Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks and participating in professional organizations

Other Responsibilities

•  Identify new originator opportunities
•  Regularly scan the competitive marketplace for updates on products and industry trends

Education and Training Guidelines

• BA/BS (Business Administration or Finance - preferred
• Experience in an equipment financing role - preferred
• Possess credit and financial acumen and data analysis skills.
• Knowledge of operating systems (i.e. Salesforce) preferred or proven ability to adapt to new systems.

Competencies

• Daily positive attitude
• Focus and discipline
• Attention to detail
• Organizational skills
• Initiative
• Technical capacity
• Written and oral communication proficiency
• Ability to prioritize tasks effectively

Supervisory Responsibility

This position has no direct supervisory responsibilities other than guiding and directing the workflow of

the credit processor(s) and doc/funding coordinator(s) assigned to their team.

Work Environment

This job operates in a professional office setting. This role routinely uses standard office equipment such

as computers, phones, copiers/scanners, filing cabinets and fax machines. May require training in new

software systems or learning upgraded software programs.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to

successfully perform the essential functions of this job. The employee is required to talk or hear; may be

necessary to stand, walk, handle, or reach with hands or arms. This is largely a sedentary role; however,

some filing is required, calling for the ability to lift files, open filing cabinets and bend or stand on a stool

as necessary. The team member frequently is required to walk. The team member is occasionally

required to pack and move files or boxes as well as lift and/or move up to 25 pounds. Specific vision

abilities required by this job include close vision, distance vision, peripheral vision and the ability to adjust

focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the

essential functions.

Position Type and Expected Hours of Work

This position may have access to confidential information. Background check is required for this position.

This is a full-time position. Days and hours of Amur Equipment Finance are Monday through Friday, 8:00

a.m. to 5:30 p.m. Flexibility to occasionally stay late to meet business needs.

Travel

May be required to attend 1-3 tradeshows/association meetings throughout the year.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities,

duties or responsibilities that are required of the employee for this job. Duties, responsibilities and

activities may change at any time with or without notice.