Equipment Finance Sales Officer – Bank Direct Mid-Market Originations

Greater Philadelphia Area, Southern New Jersey

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 $13B bank based in NJ covering their Mid-Atlantic market from Philadelphia to Washington D.C. 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.


  • 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 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


  • 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


  • 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

To inquire about this position, please contact:

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

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