The Account Manager will support OnPoint Capital’s sales pipeline by coordinating with the sales team, lending partners, equipment manufacturers, dealers, and end users to provide equipment financing and leasing solutions nationwide. The Account Manager is responsible for guiding new and existing accounts through the funding process from credit submission through lease closing while providing dedicated customer service to all stakeholders. The job requires attention to detail, prioritization, diligent follow up, and attentiveness to estimated funding timelines. This is a remote position.
Actively manage pipeline, working transactions through credit, structuring/pricing, booking, and funding
Submit credit applications and enter transaction data accurately into OnPoint’s front-end system
Collect and organize funding requirements as listed on funding checklists, including vendor invoices, lease documents, certificates of insurance, acceptance certificates, and credit contingencies
Generate purchase orders for release to suppliers
Run pipeline reports and maintain “pulse” on transactions between sales reps, vendors, and end users
Provide professional and courteous customer service and respond promptly to calls and emails
Other duties as assigned
Detail-oriented individual with excellent organizational skills
Ability to work both independently and in a collaborative, fast-paced, team environment
Self-starter with a strong desire to succeed and make money
Minimum of a bachelor’s degree
1-3 years’ experience. Preference made for candidates with experience in the equipment finance industry or a sales/support role that included leasing/financing as an integral part of the selling process. Training opportunities are available to candidates new to the equipment finance industry.
Ability to leverage, formulate and sustain relationships
Working knowledge of MS Office (Word, Excel, Outlook)
Telecommuting is allowed.
About OnPoint Capital, LLC
OnPoint Capital is a captive equipment lessor and financial solutions provider based in New York City. The firm partners with organizations to facilitate capital acquisitions through personalized service and customized financial products. OnPoint Capital is the captive finance division of OnPoint Group, the leading North American provider of management and maintenance services for doors, docks, material handling and warehouses.