Offer summary

Qualifications:

Proven experience in equipment finance or a related field., Strong understanding of financial transactions and structuring deals., Excellent communication skills, particularly in client interactions., Ability to manage relationships and maintain a sales pipeline effectively..

Key responsabilities:

Prospect for new clients and maintain a calling program to develop sales.

Identify competition and new market opportunities to maximize portfolio earnings.

Manage existing relationships and financing opportunities using Salesforce.com.

Coordinate with marketing to generate new business and assist in transaction management.

Job description

Vice President, Direct Origination | Equipment Finance | Irvine, CA

Altius Search Group is searching for an Account Executive for one of our clients in the Equipment Finance Industry. This position will work remotely to cover a national territory.

Responsibilities of this position include:

Prospecting daily for new clients
Maintain a scheduled calling program with clients and prospects to develop selling of EquipmentFinance
Identify and address areas of competition, as well as potential new markets in assigned areas that would maximize the volume and earnings of the direct corporate EF portfolio
Target calling efforts directed toward Chief Financial Officers (CFOs) of privately-owned or publicly-owned companies with revenues of $100MM+
Structure equipment transactions ranging from $1MM to $50MM on average
Manage existing relationships with middle-market companies
Manage all financing opportunities in Salesforce.com, keeping personal pipeline current as to the stage of movement within the pipeline and keeping the file up-to-date on the next items to be completed.
Visiting accounts and prospects
Coordinate with marketing team to execute database marketing initiatives to generate new business opportunities
Identify and qualify equipment lease and finance transactions
Work with management to analyze, price, and structure transactions
Assist in managing the customer relationship from initial contact, transaction award, credit underwriting, and funding