Account Manager

Job Title: Account Manager

Status: Full-time

Location: Fort Worth, TX

Company Information: Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses.

LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/

Website: www.equifyfinancial.com

Position Summary:

The Account Manager will be the primary point of contact for assigned new and existing clients. In this role, the responsibilities will include communicating with the sales teams, reviewing initial credit packages for required information, facilitating the loan life cycle by collaborating with cross-functional teams, and maintaining communication with the customer throughout. This role will also be critical in our efforts to continually improve processes and enhance client experiences.

Key Roles / Responsibilities:

• Act as the liaison between multiple departments including Sales, Credit, Documentation, and Accounting, streamlining the deal from initiation to funding.
• Respond to customer requests regarding their account, ensuring proper communication and resolution by serving as a liaison between the customer and the appropriate department.
• Maintain regular, consultative communication with Sales and other internal departments to deliver client-focused solutions based on customers’ needs and expectations.
• Review and analyze initial credit packages for accuracy and completeness, including ordering and reviewing credit reports, lien searches, and financial documents.
• Oversee the entire life cycle of assigned loans, ensuring they progress in accordance with established processes, expectations, and regulatory requirements.
• Work closely with Regional Sales Managers (RSMs) and National Sales Managers (NSMs) to collect necessary information for risk-rating and underwriting deals.
• Collaborate with cross-functional teams to continuously improve processes and enhance client experiences.
• Manage multiple projects with strong attention to detail, adapt to change, and meet deadlines.

 Required Education, Experience, and Qualifications:

• A minimum of two (2) years of experience in commercial lending and equipment finance is required.
• A high school diploma, or equivalent is required.
• Bachelor’s degree in finance, business administration, or a related field is preferred.
• Proficiency in Microsoft Office Suite and Solifi, or similar financial software is highly preferred.
• Ability to function well in a fast-paced, stressful environment and adapt to change as needed.
• Excellent verbal and written communication skills for effective client consultation and internal coordination.
• Exceptional organizational skills and meticulous attention to detail to manage complex deals and client data.
• Proven time management skills, with the ability to handle multiple accounts, projects, and meet deadlines.

 Working Conditions:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Positions self to install equipment, including under desks.
• Moves throughout the building to access files.
• Must be able to comprehend and follow written and oral instructions. 
• Must be able to complete tasks even with frequent interruptions. 
• Must be able to use discretion and independent judgment as needed. 
• Must be able to speak clearly on the phone and to fellow workers.

This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change.  Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.