VP-SVP, Equipment Finance Sales Officer (EFSO)

In this hybrid role, you will cultivate and expand the bank's EFL lending relationships with bankers, management, and clients to drive growth. You will work closely with cross-functional teams to originate and close EFL transactions, using market knowledge to build high-probability prospect lists. You'll participate in banker meetings and leverage COI referrals to sustain a healthy pipeline and forecast effectively. This position offers the chance to shape equipment finance strategy and expand market reach.

• Establish and maintain relationships with bankers, their management, and clients
• Drive growth and profitability of the lending portfolio through EFL origination
• Participate in banker meetings and events regularly
• Develop prospect lists with high close probability for EFL business
• Build Center of Influence referral sources to support new business prospecting
• Collaborate with credit, documentation, operations, and legal to close transactions
• Use CRM to manage EFL pipeline reporting and forecasting

• Bachelor degree required; Master's preferred
• Expert in equipment finance & leasing sales, relationship management, and new business development
• Ability to read financial statements and calculate basic ratios
• Solid knowledge of equipment leasing products and related accounting/tax/asset management benefits
• Knowledge of key capital equipment classes (construction, transportation, manufacturing)
• Excellent verbal and written communication
• Self-starter with proven track record
• Ability to multi-task across functions and manage priorities
• Proficiency in Microsoft Office, CRM software, pricing software (T-Value, SuperTRUMP), and HP Financial Calculator (12c, 17bll)

• strong communication
• self-motivation
• cross-functional collaboration
• CRM software
• Pricing software (T-Value, SuperTRUMP)
• HP Financial Calculator (12c, 17bll)