VP, Direct Originations | Equipment Finance

Altius Search Group LLC

Austin (TX)

Remote

USD 100,000 - 150,000

Full time

14 days+
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Job summary

A recruitment firm in the finance sector is looking for a Vice President in Direct Origination specializing in Equipment Finance. This remote position requires a dynamic individual with at least 5 years of experience in Equipment Finance Sales and a strong proficiency in relationship management and communication. The ideal candidate will excel in a fast-paced environment managing multiple tasks while driving new business opportunities. Applicants should have a BA/BS in Finance, Accounting, or Economics and be proficient with Salesforce and Excel.

Qualifications

  • Minimum of 5+ years successful track record in Equipment Finance Sales.
  • High energy with a strong desire to succeed in adverse situations.
  • Confident self-starter with the ability to manage multiple tasks in a fast-paced environment.

Responsibilities

  • Prospecting daily for new clients.
  • Maintain scheduled calling program with clients and prospects.
  • Manage existing relationships with middle-market companies.
  • Coordinate with marketing to generate new business opportunities.

Skills

Equipment Finance Sales
Client Relationship Management
Communication Skills
Problem-Solving
Salesforce
Excel Proficiency
Financial Analysis

Education

BA/BS in Finance, Accounting, or Economics

Tools

Salesforce
Excel
PowerPoint
Word

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 the sale Equipment Financing Solutions
  • 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
Qualifications
  • 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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