Capstack Technologies · 4 hours ago

Director of Financial Institutions

United States

Full-time

Remote

Director/Executive

5+ years exp

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BankingFinancial Services

Hiring Manager

Emad ElShawa

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Responsibilities

Develop strong relationships with banks and credit unions, allowing the ability to influence decisions and outcomes.

Deep understanding of performance metrics & follow-up requirements.

Collaborate with the executive team to set revenue targets and develop plans.

Manage CRM and other sales/marketing tools to ensure accurate data and reporting.

Overcome objections and hurdles to the benefit of customers and the company.

Partner with finance to ensure accurate forecasting and budgeting.

Qualification

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Whole-loan tradingLoan participationsSales processesPipeline managementCRM systemsData analysisCold callingBusiness degreeFinance degreeChange management