Associate - Originations Support - Office Imaging

Overview The principal focus of the Account Manager (AM) role is to support the FCB sales force and our business partners in achieving volume and sales goals through the origination of lease and loan transactions. The AM maintains and manages the daily relationship with FCB''s vendor partners while working collaboratively with internal functional areas (Credit, Legal, Pricing, Asset Valuations, Operations, Customer Service, Cash Operations, Financial Adjustments, Asset Management, etc.). The AM has a deep understanding of the vendor partners and customer needs in the Office Imaging marketplace and the necessary legal documentation, pricing, asset management and end of lease knowledge. The AM leverages this knowledge to support Team Members throughout the Originations process. Responsibilities Workflow Management: Monitor coverage, identify gaps, and direct team resources to areas of need and/or priority Delegate daily tasks Manage/Action internal Reporting as delegated (i.e., yield report, funding audit reports, etc.) Coaches team members and vendors with real-time feedback and tactical guidance Other daily workflow management activities as required or delegated Vendor Relationship Management: Main point of contact for Vendor Sales & Admin escalations Internal point of escalation for interdepartmental teams Credit Application: Coordination and entry of all transactional data into appropriate systems Efficiently and effectively manages the credit application process with a sense of urgency to ensure transactions are being reviewed and responses are sent timely When needed, obtains comprehensive credit information on end user applications and interfaces with credit to ensure timely decisions Deal Structuring: Manage medium to large, non-standard and enterprise level transactions Exercise independent judgement and decision making to structure non-standard lease and loan transactions, including pricing, fee structuring, deferred payments, balloon payments, manual subsidy calculations, residual blending, etc. Documentation: Work with Legal to craft additional documents necessary to further protect FCB''s interest on some non-standard transactions Perform comprehensive review of signed documentation package to verify all transactional info has been received and is complete and accurate Booking (when applicable): Perform final quality review of all lease documentation, compliance risk and pricing accuracy prior to funding Verify key customer and transactional data is complete and accurate Review system data for accuracy and confirm vendor and customer credit approvals have not expired Verify soft cost thresholds and residual data is acceptable, coordinate with Credit/AMO for concessions as needed Perform customer follow-up calls for verbal authorization prior to lease commencement as required by program Final approval and entry of all transactional data into appropriate systems for funding (within authority limit) Assemble and forward final documentation package for imaging and storage Coordinate post-booking contract adjustments Qualifications 3 years equipment loan and/or leasing experience 3 years of sales or originations type experience Experience in an industry dependent on positive customer interaction College degree preferred, or similar equivalent experience Financial literacy, understanding of T-value and time value of money Computer literate; proficient in Microsoft Office, Excel (pivots, etc.) Strong interpersonal and communication skills Thorough understanding of finance transactions (lease/loans) Understanding of lease/loan terms and able to negotiate with end-users to meet customer needs Firm knowledge of pricing components with complete understanding of payment terms, residual values, point/fee structures, subsidies and how all the components impact yield Broad familiarity with the different types of Office Imaging equipment (Copies, Printers, Software/Solutions) Utilizes successful investigative skills to identify gaps or problems in a vendor program relationship

Created: 2025-11-15