Equipment Finance Officer

Job Summary

Developing and managing equipment finance accounts, the full-time salaried Equipment Finance Officer will focus on customer service, drive new business development, and maximize profitability while minimizing risk, all in a remote work environment.

Key responsibilities

• Create a marketing plan targeting client profiles, industry types, geographies, and asset types
• Develop proposals for new business in coordination with the Underwriting team
• Maintain accurate client information and opportunities in the designated CRM system

Required qualifications

• 4-year degree in finance, accounting, or business with an emphasis in finance and accounting, or equivalent work experience
• Minimum of 10 years of experience in originating Equipment Finance clients
• Fluency in designated pricing software
• Strong understanding of loan and lease products and the equipment finance industry
• Advanced analytical skills and strong computer skills, including proficiency in Microsoft Products