Equipment Finance Relationship Representative

Primary Office Location :

626 Washington Place. Pittsburgh, Pennsylvania. 15219.

Join our team. Make a difference - for us and for your future.

Position Title : Equipment Finance Relationship Representative

Business Unit : BCSI

Reports to : Equipment Finance Credit Underwriting Team Leader

Position Overview :

This position is primarily responsible for assisting departmental personnel in all areas of the department and performing various duties in support of the department and administration.The incumbent provides support to portfolio managers, relationship managers and leadership, such as administrative duties, lease and contract administration, credit reporting / tracking and financial statement collection, CRM maintenance, reporting, professional customer service and problem resolution.

Primary Responsibilities :

Lease Administration : Supports new lease process (credit / property / UCC reports, doc prep requests, KYC, post-close follow up), supports existing portfolio (maintains credit / documentation / collateral files, processes change requests, assists with collecting client reporting requirements), manages requests sent to credit underwriting and manages account transfer process for team.

Administrative Duties : Types, copies, files, schedules, mails, orders supplies, maintains and operates office machines, onboards new personnel, determines departmental needs, prioritizes and manages workload, meets deadlines and simultaneously manages several projects accurately, timely and according to established policies and procedures.

Exceptions and Past Due Administration : Obtains all loan and deposit documentation, reviews monthly reports to initiate and clears all loan and deposit exceptions including past due financial statements, document exceptions, collateral reports.

CRM Maintenance : Aids team members in the creation / management of client contacts, creates / maintains client groups and relationship ties and completes other responsibilities as assigned.

Reporting Duties : Prepares management reports for sales meetings and additional reports, as required confidentially, according to information obtained and in an accurate and timely manner, distributes monthly reporting packages to team members (based on role) as directed by management or Wholesale Banking Solutions.

Customer Service & Problem Resolution : Provides professional customer service by offering timely attention, provides answers to a wide variety of questions and problems and services the customer's commercial accounts promptly and according to established policies and procedures.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position :

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position :

Skills Required to Perform the Primary Responsibilities of this Position :

Excellent communication skills, both written and verbal

Ability to work and multi-task in a fast paced environment

Ability to use general office equipment

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Basic Level

MS PowerPoint - Basic Level

Licensures / Certifications Required to Perform the Primary Responsibilities of this Position :

N / A

Physical Requirements or Work Conditions Beyond Traditional Office Work :

N / A

Equal Employment Opportunity (EEO) :

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.