VP, Direct Originations - Equipment Finance
Company: Altius Search Group LLC
Location: Irvine
Posted on: May 23, 2023
Job Description:
Vice President, Direct Origination - Equipment Finance
Altius Search Group is searching for an AccountExecutive for one of
our clients in the Equipment Finance Industry. This position will
work remotely to cover a national territory.
Responsibilities of this position include:
- Prospecting daily for new clients
- Maintain a scheduled calling program with clients and prospects
to develop selling of EquipmentFinance
- Identify and address areas of competition, as well as potential
new markets in assigned area that would maximize the volume and
earnings of the direct corporate EF portfolio
- Target calling efforts directed towards Chief Financial
Officers (CFOs) of privately-owned or publicly-owned companies with
revenues of $100MM+
- Structure equipment transactions ranging from $1MM to $50MM on
average
- Manage existing relationships with middle-market
companies
- Manage all financing opportunities in Salesforce.com, keeping
personal pipeline current as to the stage of movement within the
pipeline and keeping the file up-to-date on the next items to be
completed.
- Visiting accounts and prospects
- Coordinate with marketing team to execute database marketing
initiatives to generate new business opportunities
- Identify and qualify equipment lease and finance
transactions
- Work with management to analyze, price, and structure
transactions
- Assist in managing the customer relationship from initial
contact, transaction award, credit underwriting, and funding
- Minimum of 5+ years successful track record in Equipment
Finance Sales
- Highly-skilled and proficient in most aspects of finance;
proficient in managing large and complex corporate
relationships
- Excellent understanding of equipment finance
marketplace
- BA/BS degree with preferred emphasis in Finance, Accounting or
Economics
- Ability to use the Loan Pricing Model in conjunction with
knowledge of transaction pricing for equipment and vehicles as it
pertains to providing and assisting with lease quotations and
proposals
- High energy with a strong desire to succeed in adverse
situations
- Strong written/oral communicator with excellent interpersonal
skills
- Possess an innovative, courageous approach to problem-solving
and market analysis
- Proficient using Excel, Word, Power Point and
Salesforce
- Ability to travel as needed to build relationships
- Confident self-starter with ability to manage multiple tasks in
fact paced environment
- Strong track record of meeting or exceeding financial
sales
Keywords: Altius Search Group LLC, Irvine , VP, Direct Originations - Equipment Finance, Executive , Irvine, California
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