Senior Territory Manager, Equipment Finance - Capital Advisory Solutions - Executive Director

Testing Site - JPMC; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

Testing Site - JPMC in the United States seeks a Sr. Territory Manager in Equipment Finance to identify, structure, price and close complex financing transactions for bank clients and prospects across the assigned territory.

You will work with Commercial Bankers, Credit Managers and Equipment Finance Associates to achieve volume and revenue goals while delivering education on equipment financing products and processes. Travel is required.

Qualifications

• 10+ years of experience in equipment financing or equipment leasing sales.
• Expert knowledge of lease finance products as well as industry standards and regulations.
• Strong communication, relationship management, negotiating and credit skills.
• Ability to excel within a team sales approach.
• Strategic mind-set and ability to drive both strategic and tactical efforts as necessary.
• Firm grasp of Present Value calculations, financial analysis, and lease/finance pricing models.
• Bachelor's degree, or equivalent work experience in an equipment finance focused role.

Responsibilities

• Work together with Commercial Bankers and Credit Partners from multiple areas of the firm to finance equipment of selected clients/prospects in a tax effective, efficient and low-cost manner for assigned territory.
• Facilitate relationship with Commercial Bank Credit Managers and Teams within assigned market coverage responsibilities.
• Work closely with assigned Equipment Finance Associate to meet new volume and revenue objectives effectively and efficiently for assigned coverage territory.
• Provide in-depth education to Commercial Bankers on Equipment Finance products and processes.
• Perform portfolio reviews with all assigned Commercial Bankers and in conjunction with their own market knowledge will identify preferred prospects.
• Act as Equipment Finance subject matter expert in Bank Market meetings. Provide timely feedback and business activity results to Market Mangers.
• Have strong knowledge of overall Bank product offerings within the firm to help assist with client/prospect referrals to other product groups or lines of business when appropriate alternatives are identified.
• Must be able to work independently.
• Travel is required.

Skills

Relationship management

Negotiation

Credit analysis

Strategic thinking

Team collaboration

Education

Bachelor's degree in equipment finance or related field

Job description

You are customer focused, enjoy building relationships and providing financial solutions to your clients. A role as a Sr. Territory Manager is for you.

As an Equipment Finance Territory Manager, in Capital Advisory Solutions, you are primarily responsible for identifying, structuring, pricing and closing complex finance transactions for existing bank clients and prospects across the assigned territory.

Equipment Finance works with clients in all lines of business within the Commercial Bank to provide customized equipment financing solutions. We have extensive knowledge covering a wide-range of asset types, including – but not limited to – trucking, manufacturing, medical, aircraft, rail and marine. Equipment Finance provides tax-advantaged and conventional equipment financing solutions including but not limited to: True Lease; Customized fixed and floating rate loans, including tax-exempt options; Conditional Sales Agreement; Terminal Rental Adjustment Clause (TRAC) Lease; and Synthetic Lease.

Job Responsibilities:

• Work together with Commercial Bankers and Credit Partners from multiple areas of the firm in order to finance equipment of selected clients/prospects in a tax effective, efficient and low-cost manner for assigned territory.

• Facilitate relationship with Commercial Bank Credit Managers and Teams within assigned market coverage responsibilities.

• Work closely with assigned Equipment Finance Associate to meet new volume and revenue objectives effectively and efficiently for assigned coverage territory.

• Provide in-depth education to Commercial Bankers on Equipment Finance products and processes.

• Perform portfolio reviews with all assigned Commercial Bankers and in conjunction with their own market knowledge will identify preferred prospects.

• Act as Equipment Finance subject matter expert in Bank Market meetings. Provide timely feedback and business activity results to Market Mangers.

• Have strong knowledge of overall Bank product offerings within the firm to help assist with client/prospect referrals to other product groups or lines of business when appropriate alternatives are identified.

• Must be able to work independently.

• Travel is required.

Required qualifications, capabilities and skills:

• 10+years of experience in equipment financing or equipment leasing sales.

• Expert knowledge of lease finance products as well as industry standards and regulations.

• Strong communication, relationship management, negotiating and credit skills.

• Ability to excel within a team sales approach.

• Strategic mind-set and ability to drive both strategic and tactical efforts as necessary.

• Firm grasp of Present Value calculations, financial analysis, and lease/finance pricing models.

• Bachelor's degree, or equivalent work experience required (in an equipment finance focused role).