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Equipment Finance Officer

Varisco, TX · Accounting/Finance
Equipment Finance Officer

Salary: USD $66,300 – $123,100 / yr

Varisco, TX, US

Job description

 
This position involves identifying, developing and closing end-user based equipment finance/leasing transactions in Texas. Target market to include companies with revenues sizes ranging from $25MM to $1 B, middle market to large corporate based upon candidate’s experience. Industry focus to include Manufacturing, Retail, Wholesale, Transportation, Healthcare, Technology, Food and Beverage and Service sectors, plus energy-saving projects within the commercial arena. Product offerings to include a wide range of tax-oriented offerings, traditional debt products in all asset types, and tax-exempt products in for manufacturers. Territory management, direct solicitation of middle market companies, collection of appropriate information relating to customers & lease transactions, including packaging, pricing of transaction to meet business objectives, business development and prospecting, managing existing client relationships, structuring of transactions in-line with product offerings, residual and pricing guidelines, close transactions, utilize credit philosophy and review customer financial statements, plus maintenance of the client management system.
 
ESSENTIAL JOB FUNCTIONS
 

  • Necessary time management skills to maintain and develop territory of approximately $35MM. 
  • Must have the ability to travel more than 25% of the time within this territory with overnight travel approximately 4-5 nights per month.
  • Strong selling skills are essential as well as, strong training and presentation skills, both one on one and in a group environment. 
  • Demonstrated ability to develop collaborative business relationships outside the bank footprint as necessary.  Must be able to operate independently and within a team environment.
  • This position involves identifying, developing and closing end-user based equipment finance/leasing transaction with the assigned territory.  Product offerings to include a wide range of tax-oriented offerings as well as traditional debt products.
  • Precise territory management, direct solicitation of middle market companies, collection of appropriate information relating to customers & lease transactions, including packaging, pricing of transaction to meet business objectives, business development and prospecting, managing prospective client relationships, structuring of transactions in line with product offerings, residual and pricing guidelines, close transactions, utilize credit philosophy and review customer financial statements, plus maintenance of the client management system. 
  • This position will cover upper middle market companies that meet our credit criteria.

 
REQUIRED QUALIFICATIONS
 
 

  • Bachelor's degree in business, finance, economics or related field and/or equivalent experience;
  • Minimum 5 + equipment leasing industry sales experience with a focus on end-user relationships; proven leasing selling skills, time and territory management skills, training and presentation skills, computer skills and effective communication skills both verbal and written;
  • Accomplished time management skills to maintain and develop a territory in Texas
  • Ability to handle overnight travel approx. 4-5 nights per month
  • Solid background in selling tax and non-tax related products, a good understanding and application of both financial and credit analysis; a working knowledge of computer-based pricing models and customer contact software.
KP RECRUITING GROUP
 
KP Recruiting Group was started to create a world-wide network of multi-level, highly skilled talent; that are either experts or working to become one, in their respective fields. Our process involves focusing on the talent, skills, and experience of an individual as a key indicator of the present and future value that they will bring to any organization.

In establishing a network, we are able to forge genuine relationships with talent and gain valuable insight that allows us to understand what motivates them. This data allows us to give strategic advice to our partners as they go through the process of managing their human capital.

See our jobs and apply here: https://kprecruitinggroup.catsone.com/careers/7781-General

 
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