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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, 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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