VP, Direct Originations | Equipment Finance | MW

 Posted 4 months ago
     
5-10 years experience
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AI Summary

The VP of Direct Originations will be responsible for prospecting new clients and maintaining relationships with existing clients in the Equipment Finance industry. They will also structure equipment transactions and manage financing opportunities using Salesforce.

Vice President, Direct Origination | Equipment Finance | Midwest

Altius Search Group is searching for an Account Executive 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 Equipment Finance 

  • Identify and address areas of competition, as well as potential new markets in assigned areas that would maximize the volume and earnings of the direct corporate EF portfolio

  • Target calling efforts directed toward 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

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