NYC Metropolitan Area

Our client is a Top 10 private independent finance company and is seeking to hire an Equipment Finance Sales Officer (EFSO) to support their program with an established commercial bank. Our client company establishes bespoke private label turnkey Equipment Finance & Leasing (EFL) businesses within partner banks via exclusive multi-year program agreements.

The EFSO is an individual-contributor sales production role responsible for originating and managing EFL business with end-user middle-market companies for equipment financing opportunities from $501 thousand to $20 million+. The role is twofold: (1) work with program assigned bankers in a defined geographical area to identify, transact, and close EFL opportunities within the bank’s end-user client base; and (2) diligently prospect, develop, and originate direct EFL business with prospective end-user mid-market commercial clients and refer those clients to the appropriate banker for a potentially deeper banking relationship.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Establish and maintain strong business relationships with assigned bankers, their management, and their clients.
• Drive the growth and profitability of the bank’s lending portfolio via the origination of EFL transactions
• Regular and consistent participation in periodic banker meetings and events
• Leverage your market knowledge, experience, contacts, and resources to establish prospecting lists with a higher probability of successfully closing EFL business
• Disciplined and consistent new business prospecting activity strategy and implementation
• Develop Center of Influence (COI) referral sources to support new business prospecting efforts
• Work cooperatively with Auxilior functional support staff in credit, documentation, operations, and legal to facilitate closing of transactions.
• Utilize our CRM software to manage EFL opportunity pipeline reporting and forecasting

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s degree
• 10+ years’ work experience, preferably in a financial services sales production role
• Preference for 5+ years of end-user direct capital equipment finance & leasing sales experience

PREFERRED SKILLS AND COMPETENTCIES:

• Expert equipment finance & leasing sales, relationship management, and new business development skills
• Ability to read and understand financial statements including calculating basic ratios
• Good working knowledge of equipment leasing products and how to position their potential accounting, tax, and equipment management benefits to prospective clients
• Knowledge of key capital equipment classes such as construction, transportation, and manufacturing

COMPENSATION AND BENEFITS:

• Generous base salary and uncapped commission plan
• Excellent healthcare benefits
• Generous paid time off and holidays

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To apply for this position, please contact:

Scott Preiser SVP-Client Partner/Recruiter
[email protected]
PH: 561-334-6870