Equipment Finance Originations Officer
Job Summary
To drive new business development and manage equipment finance accounts, the full-time salaried Equipment Finance Originations Officer will create marketing strategies, develop proposals, and coordinate with underwriting while working remotely.
Key responsibilities
- Create a marketing plan targeting client profiles, industries, and asset types
- Develop proposals for new business and collaborate with the Underwriting team for client onboarding
- Maintain accurate client information and opportunities in the designated CRM system
Required qualifications
- 4-year degree in finance, accounting, or business, or equivalent work experience
- Minimum of 10 years of experience in originating Equipment Finance clients
- Fluency in approved pricing software and all loan and lease products
- Advanced analytical skills and strong proficiency in Microsoft Products
- Excellent organizational and communication skills
Complete Job Description
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