The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
It is the responsibility of the Director of EFG Syndications: take ownership of all tasks and challenges they encounter in the operation of their assigned position. The role is a critical business unit within the EFG Commercial Line of business, requiring frequent interaction with commercial / MMKT relationship managers and the regional senior leadership of the bank. It is both tactical and strategic in nature with significant collaboration within the LOB team as well as the entire Commercial Division. It will also be necessary to effectively collaborate with other departments within the bank to include Credit, Operations and Finance. This is a position tasked with the sound growth of the Bank’s Equipment Finance & EFG Syndication Division.
ESSENTIAL FUNCTIONS
Execute the Equipment Finance Group Strategy to include both sell side and buyside indirect syndication production & portfolio growth along with risk management. Also work with the MMKT RMs and management to advise where needed on sell side equipment finance structure, rates and amortizations on industry classes to help the bank TCE as needed.
Establish collaborative relationships with Credit partners aligning with SSB credit/risk parameters for the Equipment Finance portfolio.
Manage all aspects of the EFG syndication division & portfolio to include processes and procedures, financial reporting on the indirect portfolio quality and goal attainment. Ensure portfolio balancing on asset classes.
Establish appropriate relationship with Lead Bank Equipment Finance Syndication desks maintaining high levels of communication partnership.
Create and distribute high quality internal and external communication supporting the growth and importance of the equipment finance strategy.
Coordinate Marketing efforts to promote the creation and success of the business unit.
COMPETENCIES
Proficient in MS Office, particularly Excel, & EFG pricing tools such as Super Trump.
Strong knowledge with respect to Equipment Finance & EFG Syndications
Strong Leadership and organizational skills
QUALIFICATIONS, EDUCATION, AND CERTIFICATION REQUIREMENTS
Education: Bachelor’s degree in business or related fields of study
Experience: 8+ years banking experience, preferably specialized in equipment finance.
Knowledge: Strong interpersonal and leadership skills, proficient computer skills, ability to multitask and prioritize projects
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Demonstrable track record of structuring & sales success in equipment finance & leasing
Effective communication skills, including written and phone skills
Understanding of the equipment finance process from front end origination to closing.
Knowledge of and willingness to use nCino, Microsoft Office suite, and back-end computer systems
Ability to travel within the territory
Comprehensive knowledge of equipment loans & all types of equipment leases
Commercial & MMKT banking knowledge
Knowledge of the different equipment industries
TRAINING REQUIREMENTS/CLASSES
Orientation and training classes
Required annual compliance training.
WORK ENVIRONMENT
This position is in office or remote office environment. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel will be necessary for client meetings, bank meetings and line of business meetings.
Equal Opportunity Employer, including disabled/veterans.
Top Skills
What We Do
SouthState is one of the leading regional banks in the Southeast – serving more than one million customers via 240+ locations in Florida, Alabama, Georgia, the Carolinas, and Virginia. We offer robust banking solutions, including consumer banking, mortgage, small business banking, commercial banking and wealth management.
Our bankers care about our customers and each other – and it shows. We’re proud to have earned awards for our banking solutions, service and workplace environment. For the past three years, we’ve been ranked on the Forbes’ 100 Best Banks in America and have earned top workplace honors several years running. This is banking at its best. This is banking forward.
Learn more about how we can help you meet your financial goals at www.southstatebank.com.
Member FDIC and Equal Housing Lender
