Philadelphia Area- In-Office

Our client, a leading independent equipment finance company, provides a bespoke private label turnkey Equipment Finance & Leasing (EFL) business within partner banks via exclusive multi-year program agreements. The Equipment Finance Sales Representative (EFSR) is an individual-contributor sales production role based in the Philadelphia area and assigned to a designated bank branded program. The EFSR is responsible for originating and managing EFL business, primarily with end-user small to mid-sized companies for financing opportunities up to $500 thousand and referring larger opportunities to the appropriate field-based Equipment Finance Sales Officer (EFSO).

The EFSR role is threefold of equal importance: (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 commercial clients and refer those clients to the appropriate banker for potentially expanding the relationship to other bank products; and (3) refer opportunities over $500 thousand to the appropriate EFSO.

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 origination of EFL transactions up to $500 thousand
• Lead generation for $501+ thousand opportunities and refer to the appropriate EFSO
• Regular and consistent participation in periodic banker calls
• Disciplined and consistent new business prospecting activity strategy and implementation
• Work cooperatively with ACP 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

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Thorough knowledge of credit industry.

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s degree
• Minimum of 2 to 4 years of sales experience, preferably in equipment finance & leasing

SKILLS AND COMPETENTCIES:

• Good interpersonal skills
• Self-starter
• Strong verbal and written communication skills
• Ability to multi-task across functions (credit, documentation, operations, etc.) and set priorities
• Proficiency with Microsoft Office software (Outlook, Excel, Word, etc.) and CRM software

To inquire about this position, please contact:

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