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SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

Role Description

The AVP, Syndications position consists in providing sales and marketing support for origination of lease/loan transactions for SMFL NY. AVP will also handle the review of transactions received from source partners, credit submissions, new client on-boarding for KYC and is in charge of maintaining existing relationships with sources.

Role Objectives

• Interface with existing partners for small ticket deals and mid-large ticket deals in order to maintain or increase business volume by providing excellent level of service

• Review and identify new sales opportunities from existing partners and potential deal sources

• Prepare internal credit submissions and submit to the Credit team for approval, incluing pull and pre-screen PAYNET report, D&B report and FICO report. The process also includes calling our partners to resolve outstanding credit issues or questions.

• Submit the approval notice to the source

• Coordinate with Asset Management to obtain desktop appraisals as needed

• In charge of obtaining KYC approval, perform new customer onboarding and first level review, adverse news research of customers and affiliated parties. Record rationale and decision-making on exceptions escalated to management. Follow-up with sales rep. or source for any items needed for KYC

• Prepare sales-submission memo on full financial transactions. These duties include calling the source to resolve outstanding questions or to assist other team members in obtaining financial information, company information, equipment information and any other materials needed to underwrite the transaction.

• Create Account and Contract info in booking system

• Coordinate with Documentation during the closing process to ensure receipt of appropriate transaction documents and resolve any issues in accordance with company's policies and procedures. Request customer documents and follow up directly with sources for executed documents when necessary.

• Work directly with company's senior management as it relates to communication of business flow and details, and other Syndication & Business Development opportunities.

• Check for expiring credit approval for Opportunities and re-submits for credit approval as needed.

• Support and assist ad-hoc requests (data analysis, reporting, etc.)

• Manage and monitor existing relationship programs, ensuring the onboarding is updated on a yearly basis

Qualifications and Skills

• 3+ years capital markets or vendor financing experience within the equipment leasing industry .

• Strong communication skills and experienced in core sales techniques and ability to develop new relationships with Syndication partners

• Knowledge and understanding of credit issues including technical ability to analyze and interpret financial statements. Knowledge of credit scoring criteria.

• Extensive knowledge of financing products including, small and mid ticket leases, loans and other banking/equipment financing services products including tax leases, synthetic leases and insurance etc.

• Proficiency with our core systems (Salesforece, Aspire, TValue, Microsoft Suite)

• Strong negotiation skills.

• Strong interpersonal skills and a positive and team oriented approach to achieving goals and contributing to the company. Ability to communicate (written and oral) effectively and professionally to internal and external customers.

• MS Suite of products including Power BI, Tvalue/SuperTrump or HP 12B (or similar lease/loan calculator), LTI's Aspire

Additional Requirements

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SMBC provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.