Equipment Finance Direct Originations Officer III

Flexible Locations-Remote

Our client, a bank owned equipment finance company has retained us to identify Equipment Finance Originators with experience in the middle-market credit space responsible for sourcing transactions generally in the $3 Million plus range. The ideal candidates  for this role will have experience  developing and managing equipment finance accounts that meet established bank requirements, focus on customer service, and maximize profitability with minimal risk for the bank with the goal of delivering new business development,  both with bank clients and non-bank prospects.

Responsibilities:

• Create a marketing plan on a go to market strategy around client profiles, industry types, geographies, and asset types
• Work with designated bank partners around joint names, marketing strategy and proper account planning
• Develop proposals on new business while coordinating with the Underwriting team
• Coordinate with Underwriting for required client information and onboarding procedures
• New business should adhere to appropriate risk, pricing, and profiling consistent with the overall EF strategy
• Maintain appropriate travel and entertainment expenses
• Look for opportunities to make cross sell and introductions to other bank LOBs
• Responsible for adding required new clients per year to their portfolio
• Keep all calling, client information and opportunities accurate and timely in the designated CRM system

Qualifications:

• 4-year degree preferably in finance, accounting, or business with emphasis in finance and accounting OR equivalent work experience.
• Minimum experience of 10 years in originating Equipment Finance clients.
• Be fluent in the approved and designated pricing software
• Excellent organizational and communication skills are required
• Be fluent in all loan and lease products and the overall equipment finance industry
• Advanced Analytical Skills
• Strong computer skills including Microsoft Products

This position will offer the right candidate a generous base salary, a commission plan written for top performers that is paid quarterly and excellent health benefits, PTO and 401k.

To inquire about this position or send a resume,  please contact:

Scott Preiser – SVP Client Partner/Recruiter    Molloy Associates

Email: scott.preiser@molloyassoc.com