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Equipment Leasing Account Manager

Role overview

Qualifications

  • Bachelor’s degree
  • 2+ years in the financing industry or sales role that includes leasing/financing
  • Proven track record of measurable success
  • Strong analytical, negotiation, and independent decision-making skills

Responsibilities

  • Manage programmatic and transactional relationships with manufacturers, dealers, end users, and finance partners
  • Assist the account executives in closing and funding a target of $20MM in originations annually
  • Actively piggyback transactions from credit to funding
  • Continuously update internal systems to ensure accuracy in account status

Other skills

  • Analytical Skills
  • Negotiation
  • Decision Making
  • Sales
  • Microsoft Excel
  • Communication
  • Detail Oriented
  • Time Management

About the company

OnPoint Capital, LLC logo

OnPoint Capital, LLC

Consumer & Commercial Lending

OnPoint Capital, LLC (Capital) is a captive equipment lessor and financial solutions provider based in New York City. Capital provides asset lifecycle management solutions through its Asset Management and Remarketing division (OnPoint AMR). OnPoint AMR provides these services to customers through various affiliate companies within the OnPoint Group. Capital supports captive and non-captive equipment vendors and end users. Capital partners with organizations to facilitate capital acquisitions through personalized service and customized financial products. The company’s core offerings consist of operating leases, capital leases and equipment finance agreements structured to meet the unique needs of each client.

Company details

IndustryConsumer & Commercial Lending
Company size1001 - 5000

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Job description

Job Type
Full-time
Description

NextGen Equipment Finance, LLC is a rapidly growing independent equipment finance company who provides a complete suite of creative financing solutions for customers throughout the United States. NextGen has the expertise and resources to finance most asset classes from software and IT equipment to material handling, yellow iron and titled equipment.

At NextGen we believe that Our People are what make us great and help us deliver exceptional customer service! We offer industry leading benefits to include:

  • Competitive pay: Plus a lucrative commission plan!
  • Full benefits package that starts day one: Includes medical, dental, vision, 401K with match, company-paid life insurance and disability coverage.
  • 8 paid holidays
  • PTO: Full-time employees enjoy a generous paid time off policy, accruing more time throughout their tenure with NextGen Equipment Finance
  • Training and mentoring: Learn from our experts in the industry

The benefits listed are subject to change at any time. Please speak with an HR Representative for details. In the case of conflict between the information listed and the official plan documents, the plan documents will always govern.


Job Summary

The Account Manager will be part of NextGen’s expanding sales team and will be responsible for managing financing transactions for mid-to-large enterprise companies. The Account Manager will work closely with the account executives, credit, operations, finance, and marketing, and will be empowered to make decisions and contribute directly to the growth of the business. As an independent, non-bank entity, NextGen is positioned for profitable growth; therefore, NextGen is investing in expanding its sales team to position itself as a thought leader and trusted industry partner.


Key Job Responsibilities:

· Manage programmatic and transactional relationships with manufacturers, dealers, end users, and finance partners.

· Assist the account executive(s) in closing and funding a target of $20MM in originations annually.

· Actively piggyback transactions from credit to funding.

· Price transactions based on customer credit, equipment, and program.

· Continuously update internal systems to ensure accuracy in account status.

· Follow up on documentation, credit, delivery dates, and other required funding items.

· Run and manage customer specific reports.

· Occasional travel required for client meetings, industry events, and training.


*This job description is subject to change at any time.

Requirements

· Bachelor’s degree

· 2+ years in the financing industry or sales role that includes leasing/financing as a part of the selling process.

· Proven track record of measurable success.

· Ability to leverage, formulate, and sustain relationships.

· Strong analytical, negotiation, and independent decision-making skills.

· Excellent verbal and written communication skills across all levels of the organization.

· Proficient computer skills.

· Microsoft Excel experience is preferred.

· Attention to detail and able to identify potential issues.

· Comfort with ambiguity.

· Ability to handle multiple tasks and prioritize; thrive in a fast paced environment

· Strong communication skills with internal and external business partners.


Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit or stand up to 8 or more hours; use hands to type, maneuver, handle, or feel; and talk or hear. The employee frequently is required to walk and reach with hands and arms. The employee is occasionally required to stand and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.



Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work is performed primarily in an open-office setting, with co-workers working side-by-side and a moderate level of activity being performed by co-workers across the office. The noise level in the work environment is moderate.

NextGen Equipment Finance, LLC. considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, genetic information, marital or veteran status, or any other legally protected status.

Salary Description
$65,000

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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