Senior Vice President & Head of Documentation Management Group Truist
Trish Gillis has 35 years of experience in the equipment finance industry, primarily working in the documentation groups of various organizations. She joined BB&T in 2008 as a client services manager with responsibility for lease and loan documentation and booking. Her position later increased to include responsibility for training and leadership of documentation associates. In 2017, she was promoted to equipment finance chief administrative officer with primary oversight of the day-to-day activities of the equipment finance documentation team. Following the merger of BB&T and SunTrust to form Truist, Gillis became head of the documentation management group for the combined heritage equipment finance companies.
VISION FOR THE FUTURE:
“I hope that we can continue to attract, and more importantly, retain young, talented individuals who will pursue a career in equipment finance. The industry needs to invest heavily in developing future leaders.”
Prior to BB&T, Gillis worked in a variety of documentation and administrative positions in the equipment finance industry with Maryland National Leasing, GE Capital and LaSalle National Leasing.
“I have been fortunate to be surrounded by very talented, knowledgeable and dedicated colleagues over the years. I learned so much from my mentor and friend, Connie Lancaster, and I am forever grateful for her support and guidance. I am so proud to be leading such a great documentation team and to work for a company that cares about its teammates, clients and community. My mission is to be a consistent, charismatic, lighthearted and trusted leader who inspires teammates to give 100% to everything they do. I want to lead by example, empower teammates, make others laugh when I can and look for what is right instead of what is wrong,” Gillis says. “If I could change one thing in the industry, it would be the elimination of manual processes by leveraging technology.”
“Trish literally came of age in the equipment finance industry and was taught early in her career that ‘the customer is king.’ This is what comes to mind when I think of Trish. Everything she does is with the customer in mind. She goes the extra mile for every customer, both internal and external, with the goal to exceed expectations. This belief is also what she instills in her team, and this belief is what makes them one of the finest documentation teams in the industry, as proven by numerous client accolades and repeat business over the years,” Connie Lancaster, integration advisor and former chief operating officer at BB&T Equipment Finance (now Truist), says.
Monitor recently caught up with Tom Slevin, founder and CEO, and Brian Dundon, SVP corporate development at First Financial Equipment Leasing ahead of their company’s acquisition of NorFund, an independent leasing company specializing in capital equipment, solar and alternative energy and vendor finance programs.