Equipment Finance Sales Officer – Bank Direct Mid-Market Originations

NYC Metropolitan Area

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 commercial bank. 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.

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 the 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

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