Asset Finance Resume Samples

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DW
D Wiegand
Domenick
Wiegand
791 Alyson Union
Philadelphia
PA
+1 (555) 778 4075
791 Alyson Union
Philadelphia
PA
Phone
p +1 (555) 778 4075
Experience Experience
Dallas, TX
Corpoarte & Asset Finance
Dallas, TX
Ziemann Group
Dallas, TX
Corpoarte & Asset Finance
  • Reporting any exceptions and unresolved issues to management in a timely manner
  • Execution of daily operational business (including triggering funding and receipting of incoming payments, payment allocation
  • Driving the Banks internal processes through to completion within set timeframes (Credit Insurance tracking, Customer Compliance reporting)
  • Ensuring highest customer service quality and maintain superior standards
  • Placing proactive, outbound phone calls or emails to request information or discuss various plans, operational or compliance issues
  • Identifying , prioritising, investigating and resolving client issues
  • Data handling and data entry in to relevant company systems
Detroit, MI
Product Analyst Asset Finance
Detroit, MI
Runolfsdottir-Spencer
Detroit, MI
Product Analyst Asset Finance
  • Outcome: Following your interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome
  • Attending customer meetings alongside other team members, leading process discussions and managing the development of new customers/schemes
  • Assisting in the preparation and presentation of funding solutions and propositions
  • Being commercially astute and having a business focus
  • Being risk aware
  • Prioritising and accurately delivering tasks that contribute to impairment prevention, particularly Novation’s and Revision or terms, liaising fully with the Collections and Recoveries teams
  • Ensuring all customer information is accurate and up to date on internal applications
present
Chicago, IL
Asset Finance Mortgage Specialist
Chicago, IL
O'Kon-Casper
present
Chicago, IL
Asset Finance Mortgage Specialist
present
  • Proficient in Microsoft Word, Excel, Powerpoint and Intex (both desktop and dealmaker)
  • Ensuring the cash flow modelling of transactions and data tape analysis to assist in portfolio optimisation
  • Preparing client presentations to win new mandates
  • Entering into discussions and negotiations with rating agencies
  • Presenting Investor pitches and responding to their queries
  • Liaising with all transaction parties (both internal and external)
  • Liaising with syndicate’s to ensure they are aware and fully understand the key transaction features
Education Education
Bachelor’s Degree in Business Would
Bachelor’s Degree in Business Would
Georgetown University
Bachelor’s Degree in Business Would
Skills Skills
  • Strong leader with demonstrated experience in leading high performing teams
  • Strong customer service orientation
  • Demonstrated relationship building skills, with a superior ability to make things happen through the use of positive influence
  • Strong financial management skills and fluency with all the financial aspects of managing a large book of business
  • Robust organizational skills with the ability to work in a fast paced environment and manage multiple deadlines and priorities
  • Prior experience or knowledge of Asset Based lending would be an asset
  • Powerful communicator who engages colleagues, business partners, external stakeholders, and employees
  • History of making an impact, developing and executing on strategies and delivering superior results in both the short and long term
  • Expertise in Commercial Credit, Risk Management and developing relationships in a market
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15 Asset Finance resume templates

1

Banker, Asset Finance Group Resume Examples & Samples

  • The successful candidate will be proactive, tenacious, detail oriented, quantitative, and analytical
  • Strong communication skills (oral and written) are essential
  • Ability to function in a fast paced team environment
  • Knowledge of lease and partnership accounting & tax a plus
  • Bachelor Degree required, MBA preferred
  • 7-10 yrs. experience in rail sector or related field
2

Portfolio Manager, Asset Finance Group Resume Examples & Samples

  • Support transaction teams by helping to prepare new deal approval memoranda to address credit analysis, risk issues, approval requirements and general policy compliance
  • Interface with relevant Relationship and Risk Managers on new transaction approvals by providing clear articulation of transactions merits and risk issues in support of deal approval
  • Monitor the ongoing compliance of assigned deals with the documented financing terms and conditions
  • Preform financial and credit analysis necessary for quarterly and annual transaction reviews as may be required by policy
  • Play a leading role in transaction amendments, consents and waiver requests with recommendation to Business, Senior Credit Officer, and Risk via preparation of approval memoranda
  • Prepare and help present periodic reviews highlighting key portfolio risks to Business and Risk Seniors
  • Assist in development of key Risk Management framework including Business Risk Rating Policy, Cross Border Program, Collateral Monitoring Procedures, etc
  • Maintain organized credit files for credit, regulatory, and compliance purposes
  • Sound analytical skills with a minimum of 2-5 years of credit or portfolio management experience in a financial institution, rating agency, financial guarantor, or asset management firm
  • Strong oral and written communications skills enabling him or her to effectively interact with internal and external constituents of all levels
  • Ability to work independently to meet deadlines, mentor junior members, and initiate ideas with other members of the AFG team and Independent Risk to mitigate risk and maximize portfolio returns
  • Knowledge of legal, accounting and tax issues for leases and other structured transactions a plus
3

Credit Risk Analyst Asset Finance Resume Examples & Samples

  • Conducting and documenting credit analysis for initial, annual and interim reviews of Asset Finance counterparties, transactions and credit facilities
  • Determining and assigning appropriate credit limits and internal risk ratings
  • Preparing written reports to communicate the results of the analysis conducted
  • Approving transactions within delegated level of credit authority
  • Monitoring and reporting on credit limits, exposures and portfolio characteristics
  • Determining appropriate credit terms to be included in legal documentation
  • Participating in client due diligence meetings and calls
  • Representing CRM in meetings with Front Office, Legal and Compliance, Treasury, etc
  • Tracking loan covenants, deterioration of credits, excessive concentrations of risk and asset performance concerns
  • Mentoring new or less experienced team members
  • Assisting with market and other ad hoc analyses
  • Familiarity with Intex is a plus
  • Exceptional time management skills
  • Self-motivated / self-starting
  • Strong negotiation and inter-personal skills, especially influencing and personal impact
4

Asset Finance Group VP Resume Examples & Samples

  • 3 - 5 year’s experience in the commercial aviation industry and more specifically in the aircraft finance and aircraft and engine leasing and trading markets
  • Existing external client and industry relationships
  • 3 - 5 year’s experience in pricing/modeling/analytical work, specifically as it relates to investments and the risk analysis of aircraft ownership / leasing, aircraft collateral and the intrinsic (metal) value of an aircraft’s components and parts
  • Solid understanding of commercial aircraft leasing / trading documentation including return conditions, maintenance reserves and other deal terms and the implications on aircraft valuation
  • Capable of managing the entire transaction process: analysis, internal approval, execution, documentation, booking/accounting, on-going management and ultimate disposition of aircraft
  • Basic working understanding of the accounting and tax aspects of lease and partnership structures
  • Strong attention to detail – candidate will be responsible for due diligence and documentation of transactions to ensure that all risk and business points are covered prior to execution
  • Oral and written communications skills enabling effective interaction with internal and external constituents of all levels
  • The candidate will be relied upon by senior transactors for analysis and working with the junior members of the team in putting together pricing and approval memos. Candidate will be responsible for reviewing junior team members work/analysis/memos
  • The candidate will be expected to gain familiarity with Citigroup specific metrics, processes and policies such as return on risk capital, return on base capital, etc. and approval process framework
  • The successful candidate will be proactive, tenacious, detail oriented, quantitative, analytical, with strong communication skills (oral and written) and able to function in a fast paced team environment
5

Securitized Products Asset Finance Originator Resume Examples & Samples

  • Proven senior experience in negotiation and closing transactions
  • Analytical background, ability to comprehend and effectively represent complex data
  • Fast paced environment candidate must have proven track record of working under tight deadlines and delivering accurate data/product
  • Articulate communicator, ability to build and maintain client relationships
6

Corpoarte & Asset Finance Resume Examples & Samples

  • Point of contact for customers in the EMEA region
  • Data handling and data entry in to relevant company systems
  • Execution of daily operational business (including triggering funding and receipting of incoming payments, payment allocation
  • Ensuring highest customer service quality and maintain superior standards
  • Identifying , prioritising, investigating and resolving client issues
  • Placing proactive, outbound phone calls or emails to request information or discuss various plans, operational or compliance issues
  • Driving the Banks internal processes through to completion within set timeframes (Credit Insurance tracking, Customer Compliance reporting)
  • Reporting any exceptions and unresolved issues to management in a timely manner
  • Proactively encouraging and monitoring customers to ensure timely receipt of payments
7

Energy Asset Finance Resume Examples & Samples

  • Being a valued member of a small, experienced team bidding for, and executing, new transactions in the energy and utilities sector, especially smart metering transactions
  • Building complex financial models to support the analysis of new transactions and business opportunities
  • Playing an integral role in the approval process for various transactions and business initiatives, including
  • Have 2-3 years experience working in an analytical role within the Financial Services (particularly infrastructure or utilities) sector
  • Strong tertiary academic record with at least a 2:1 (or equivalent)
  • Be adept at problem solving
  • Be highly numerate with well-developed financial modelling skills
  • Have experience conducting research and documenting such research in a clear and succinct manner
  • Be flexible and willing to work on multiple varied tasks and keen to develop a deep level of knowledge of a specialised sector
  • Possess advanced Microsoft Office skills particularly in Excel, Powerpoint and Word
  • Possess strong oral and written communication skills
  • Have strong project management and multi-tasking skills
  • Be highly enthusiastic, self motivated and enjoy working in a fast-paced, dynamic environment
  • Be United Kingdom work qualified
  • Energy / utility or infrastructure sector experience would be preferable but is not essential
8

Sp Asset Finance Resume Examples & Samples

  • Support the head of AF’s Global Strategic Development responsible for focusing on the development of most efficient use of capital and balance sheet
  • Assist is the management of regulatory relationships and collaborating with SP COO/CRO on AF’s operational and risk management
  • Forecasting and business planning – revenue, costs and balance sheet/capital
  • Work across sectors in AF, ensuring maintenance of existing process frameworks, as well as evaluating and creating new processes as applicable
  • Assist in the management and evaluation of offshore and on shore service providers and staffing needs
  • Provide qualitative and quantitative reports and projections to management on a regular basis, as well as handle any ad hoc data requests
9

Collateral Analyst Roynat Asset Finance Resume Examples & Samples

  • Contributes to RAF portfolio growth and profitability by performing the following tasks
  • Maintain ongoing contact with the borrowers in his/her portfolio in regards to their sales, collection payments, cash collateral and loan advances
  • Enter and monitor customers’ reporting requirements in the Stucky NT/ABL loan/collateral system, ensuring that the necessary collateral information is submitted when a request for a loan advance is made
  • Perform collateral review and analysis for all borrowers prior to a loan advance and upon receipt of Borrowing Base Certificates and/or other collateral reporting; specific activities include
  • Rolling-forward Accounts Receivable/Inventory from prior aging to current aging and providing summary information by transaction type for the given period
  • Accounts Receivable/Inventory reconciliation on a monthly basis
  • Calculating pledged Accounts Receivable/Inventory that do not meet the criteria specified in the RAF loan agreement
  • Accounts Receivable/Payable/Inventory concentration analysis
  • Tracking Accounts Payable trends and changes on a monthly basis
  • Inventory analysis (mix and location, turnover, seasonality, slow moving analysis, etc.)
  • Cash application to loan balance
  • Loan reconciliation
  • Work with the Loan Officer to address any questions or material trends related to a borrower’s collateral
  • Prepare/signoff on the Advance Authorization Form for a loan advance for a borrower, and once approved, enter wire details into the Bank’s wire payment system
  • Resolve basic client problems; interact with clients and other internal employees to research and solve wire transfer, funding, reconciliation, client processing and loan issues that may arise
  • Prepare collateral support information and client trend reports (through data available in Stucky NT/ABL) in order to provide management with information about overall portfolio performance and provide the Loan Officers with information to make sound credit recommendations on their accounts
  • Maintain up-to-date and complete records of collateral reporting submitted by the borrower, collateral verification activities, and advance approvals for assigned accounts
  • As required, perform telephone confirmations on receivables declared by the borrower
  • Performs sound and timely collateral analysis and conforms to RAF’s policies and procedures by
  • Ensuring collateral is properly and thoroughly investigated, evaluated and documented by utilizing the Stucky NT/ABL output in addition to any further investigation or trend analysis from financial statements or other information
  • Ensure delivery of the client experience is consistent with the Bank’s standards by
  • Providing courteous, responsive and accurate service to clients
  • Taking full responsibility for all client inquires/concerns/complaints directed to him/her by resolving those matters within their discretion to the client’s satisfaction or by referring the client to the appropriate source
  • Escalating complex issues to the Senior Manager, Operations &/or Loan Officer
  • Maintaining confidentiality of RAF and client information
  • Minimum 2 years of experience in an Asset Based Lending environment OR 2-4 years of credit analysis experience in a Commercial/Corporate Banking environment
  • A working knowledge of basic accounting and banking principles is required
  • Must have effective PC skills and be able to learn the RAF loan and collateral system (“Stucky”)
  • Team-oriented personality; comfortable with client interaction
  • Detail-oriented and well-organized
  • Analytical and problem solving skills necessary to ensure expedited problem resolution
10

Head of Asset Finance Resume Examples & Samples

  • Deliver the Barclays Asset Finance Customer Value Proposition
  • Provide expert support and advice to both clients and colleagues
  • Work in partnership with business banking and Retail to support Conquest, Wedge and Customer income
  • Promote the AFD proposition where appropriate
  • Assist senior management with the AF strategy and action planning process, including engagement with key internal stakeholders who help shape offering, including Risk, Legal, Front Office COO, Technology & Change
  • Ensure adherence to Risk, Pricing and Asset policies and drive product performance
  • Assist with co-ordination, support and over-sight of Regional and Local Coverage AF Campaigns, including agreeing and monitoring critical success factors
  • Preparation of Product Papers in support of coverage credit submissions
  • Engage with Asset Management to assist in strengthening credit proposals and apply credit based knowledge to applications. Maintain a strong level of approval rates for our clients by ensuring applications are reviewed at inception for credit worthiness by applying existing knowledge and judgment
  • Manage Asset Finance team in the designated portfolio in the country ( this will consist of either Large and Medium segment resources in the country and will include environments such as Joint Ventures, Alliances (External) and Non – Alliance (Internal) Asset Finance for both Business Banking and Retail customers)
  • Financial and Business Management
  • Stakeholder Management & Networking
  • Risk and Compliance
  • Customer Service Delivery
  • Manage Customer Sales
11

Asset Finance Resume Examples & Samples

  • Effective stakeholder management skills
  • Ability to handle multiple personalities as part of a diverse working group that may have competing priorities
  • Ability to maintain high standards of accuracy and work under pressure to achieve deadlines
  • Educated to degree level in a numerate or commercial discipline, and experience in risk management, collections, finance
  • Strong interpersonal skills. Ability to communicate, collaborate, support and coach individuals of multiple disciplines. Experience working with large diverse team
  • Finance experience, and extensive experience within Data Analytics, ideally across both banking industry and consulting
12

Asset Finance Analyst Resume Examples & Samples

  • Ensuring service level agreement and quality standards are met when performing lease finance support functions
  • Consistent delivery of service standard on all requests ensuring compliance
  • Build a mutual beneficial relationship with all stakeholders
  • Demonstrate ANZ values
  • Working with minimal supervision
  • Quality standards is maintained at the highest level
13

Director Asset Finance Resume Examples & Samples

  • Primary responsibility will be to directly originate tax lease, finance lease and loan transactions and achieve funded volume and profitability objectives
  • Develop detailed market penetration strategy to promote and insure a flow of on going new business opportunities
  • Focus on direct calling efforts, through phone calls and personal visits to customers and prospects to pursue and qualify direct sales opportunities
  • Provide insight and feedback to the senior management of Citizens Asset Finance with regard to competitive and market appetite for specific types of assets, structures and pricing
  • Monitor activity including all calling activity, opportunity pipeline, credit submittals, approved backlog and projected fundings to accurately assess each direct opportunity
  • Develop strong internal working relationships with peers in the credit, asset management, documentation, portfolio management, legal and operations groups within Citizen Asset Finance and be able to balance our risk management goals with the needs of our customers and the Citizens Corporate Bankers who we jointly call with
  • Communicate clearly and concisely with both internal colleagues and external clients in order to build trust and credibility with them
  • Advanced technical competency in the areas of pricing, structuring, tax, legal and documentation
  • Minimum 7 years related experience
  • Bachelor’s degree in accounting, finance desirable
  • Strong proficiency in all phases of Super Trump pricing model and familiarity with other forms of Risk Adjusted Return on Capital pricing models
  • Strong interpersonal communication skills with a demonstrated ability to work effectively with internal colleagues and external partners and customers
  • Proven ability to work independently in the prioritizing of business opportunities and delivering for our customers
  • Excellent written, oral presentation and analytical skills
  • Proven track record in the sales and marketing of complex equipment finance transactions
  • Proficiency in Microsoft office suite of products
14

TD Asset Finance Resume Examples & Samples

  • People leadership – knowing how to lead high performing teams, communicating well, and taking the time to coach and develop others
  • Organizational awareness – knowing how to engage the organization to get things done, deal with complex change, and enhance TD’s brand
  • Business acumen – understanding his/her business from the ground up and the key levers that will deliver superior results
  • Strategic insight – having a compelling vision and engaging others in achieving it, providing thought leadership, and constantly striving to find new ways to do things better
  • Build, develop and execute a business plan aligned with the ABL strategy to achieve the Quest
  • Establish and oversee procedures to ensure appropriate monitoring and control procedures are administered within approved guidelines. Ensure processes are established, understood, and followed to minimize operational risk
  • Lead the Unit’s CEI improvement strategies and activities
  • Leverage deep subject matter expertise to develop and deploy a vision and align others to that vision. Be known for providing creative thought leadership while also listening and engaging others to provide input in the shaping of that vision
  • Maintain a culture of risk management and control, supported by effective processes and sound infrastructure to achieve a strategic balance of risk and return
  • Build for the future by attracting, motivating and retaining a highly qualified and diverse human resource base to achieve business objectives
  • Actively promote the image of both TDBG and Commercial Banking within the community by encouraging a positive profile through participation and leadership in community business groups, initiatives, fundraisers, etc
  • Strong leader with demonstrated experience in leading high performing teams
  • History of making an impact, developing and executing on strategies and delivering superior results in both the short and long term
  • Demonstrated relationship building skills, with a superior ability to make things happen through the use of positive influence
  • Strong financial management skills and fluency with all the financial aspects of managing a large book of business
  • Expertise in Commercial Credit, Risk Management and developing relationships in a market
  • Powerful communicator who engages colleagues, business partners, external stakeholders, and employees
  • Robust organizational skills with the ability to work in a fast paced environment and manage multiple deadlines and priorities
15

Asset Finance Resume Examples & Samples

  • Degree level qualified in Business/Management or Accounting/Finance
  • Minimum 3 years work experience in Agricultural, Groundscare or Construction sectors or in Banking/Financial Services
  • Preferably demonstrate knowledge of Agricultural/Turf sales processes and experience in working with dealer channels
  • Proven experience in delivering excellent customer service and sales skills are essential
  • Ability to successfully manage negotiations and conflict resolution
  • Strong communication, numeracy and literacy skills
  • Self-motivated and organised with an ability to work with minimum supervision
  • Occasional travel to the John Deere Limited, Sales & Marketing branch (Langar, Nottingham) and Bank offices (Gloucester/Luxembourg) as required
16

Director TD Asset Finance Resume Examples & Samples

  • Previous experience in mid market Commercial Banking as a Relationship Manager or Analyst would be an asset
  • Effective selling skills
  • Solid credit skills
  • Strong interpersonal and relationship skills coupled with analytical ability
17

Product Analyst Asset Finance Resume Examples & Samples

  • Working with clients from introduction and negotiation through to credit submission and transaction handover
  • Prioritising and accurately delivering tasks that contribute to impairment prevention, particularly Novation’s and Revision or terms, liaising fully with the Collections and Recoveries teams
  • Ensuring all customer information is accurate and up to date on internal applications
  • Assisting in the preparation and presentation of funding solutions and propositions
  • Using your influencing and negotiation skills, you will work with different teams within the business to support the on-boarding and in life management of a customer
  • Attending customer meetings alongside other team members, leading process discussions and managing the development of new customers/schemes
  • Be an active member of Barclays Corporate Asset Finance at a local, regional and national level
  • Being a team player and relationship builder with excellent stakeholder management skills
  • Being commercially astute and having a business focus
  • Being risk aware
  • Self motivated and self reliant
  • Advanced IT skills
  • Online Assessments (60mins): We'll then ask you to complete three online assessments. You’ll also receive an email with a link to the assessments so that you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles, but they'll also provide you with some insight into what our roles entail
  • Outcome: Following your interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome
18

Asset Finance Mortgage Specialist Resume Examples & Samples

  • Ensuring the execution of securitisation transactions both for Deutsche Bank’s public agency business and for private warehousing deals
  • Ensuring the cash flow modelling of transactions and data tape analysis to assist in portfolio optimisation
  • Liaising with all transaction parties (both internal and external)
  • Entering into discussions and negotiations with rating agencies
  • Preparing client presentations to win new mandates
  • Presenting Investor pitches and responding to their queries
  • Liaising with syndicate’s to ensure they are aware and fully understand the key transaction features
  • Working with legal counsel in preparing all required transaction documentation
  • Previous experience of working on securitisation transactions in Europe
  • A quantitative background with experience in loan portfolio and securitisation cash flow modelling (VBA/C coder beneficial)
  • A strong understanding of securitisation rating agency criteria especially for European ABS assets (i.e. auto loans, consumer loans and residential mortgages)
  • Experience of independently researching and drafting a detailed client pitch book in response to a client’s request for proposal
  • A working knowledge of the securitisation documentation requirements
  • Ability to work independently and under pressure, prioritising tasks and taking the lead and initiative in moving transactions forward
  • Excellent communication skills (written and oral) and strong interpersonal skills in working alongside other desks and / or central management functions
  • Highly motivated with a strong willingness to learn and take on new challenges
  • Proficient in Microsoft Word, Excel, Powerpoint and Intex (both desktop and dealmaker)
  • Experience in complex data manipulation, reporting and analysis (beneficial)
19

Asset Finance Transaction Review Coordinator Resume Examples & Samples

  • 1 to 3 years of experience
  • Bachelor's degree or the equivalent of 5 to 7 years of experience in a related function
  • Flexible to perform other functions as requested by management
  • Demonstrated background in compliance and AML
  • Clear and concise communication skills both oral and written
20

Associate Scotia Asset Finance Resume Examples & Samples

  • Contribute to Commercial loan portfolio growth and profitability by
  • Assisting with the execution of transactions (deal write up, analysis activities in Moody’s Financial Analyst and the Borrower Risk Rating model)
  • Supporting the Director, New Business in client presentation and negotiations
  • Analyzing and processing amendment requests
  • Researching credit and bank service requirements of existing and prospective clients
  • Ensure sound and timely credit analysis conforming to Bank policies and procedures by
  • Supports the Senior Associate Director in obtaining documentation required for closing transactions including conditions precedent
  • Intermediate to advanced accounting and financial statement analysis
  • Advanced Financial modelling and computer skills including Excel and Powerpoint
  • Well organized and ability to multi-task
  • Intermediate to advance knowledge of industry & geographical research
  • Good knowledge of he Bank’s commercial products and services