SVP Chief Sales Officer

Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.

The Chief Sales Officer is responsible for the development of division wholesale and vendor sales, marketing collateral, marketing campaigns, prospecting, developing and maintenance of commercial customers of the Specialty Finance Division. Additionally, this individual is responsible for trade show and conference marketing, staffing and execution of the sales and marketing plan.

ESSENTIAL DUTIES

• Develops department marketing strategy and plan with key personnel
• Creates marketing collateral that supports the objectives of the department
• Creates and executes prospecting campaigns targeting our commercial customers
• Schedules and coordinates all trade show and conference activities
• Develops, builds and maintains customer satisfaction levels through relationship management
• Develops, builds and executes surveys to provide consistent feedback of our customers
• Coordinates closing and recording of leases with originators
• Ensures that all customer service calls, internal and external, are responded to in a timely manner
• Provides coverage to team leader as needed
• Acts as liaison with lenders, loan accounting officers and specialists, customers and other outside agencies
• Ensures compliance with all applicable regulations, policies and procedures
• Processes, solves and answers difficult customer transactions, problems or inquiries
• Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
• Answers direct, telephonic or email questions from clients and staff and directs callers to proper Bank personnel when necessary
• Assumes responsibility for various department functions in the absence of staff members or in overload situations
• Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
• Follows policies and procedures; completes tasks correctly and on time; supports the Bank’s goals and values
• May perform additional duties and projects as assigned
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct

REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Ten or more years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of an in-depth background in Administration and documentation and supervisory skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry
• Excellent customer service skills and the ability to interact with all levels of management and all customers
• Ability to work independently and under pressure of high volumes
• Excellent oral and written communication and presentation skills
• Ability to handle multiple tasks and accept change willingly
• Proficient in MS Office suite
• Strong relationship development and management skills
• The willingness to support all members of the team
• Advanced knowledge of laws and regulations governing lending including but not limited to fair lending, privacy and RESPA
• Ability to effectively train and instruct others
• Ability to read, analyze and interpret general business periodicals, professional journals, and technical proced