Equipment Finance Originations Officer

Job Summary

A company is looking for an Equipment Finance Direct Originations Officer III.

Key Responsibilities

• Create and implement a marketing plan targeting client profiles, industries, geographies, and asset types
• Develop business proposals in collaboration with the Underwriting team and ensure adherence to risk and pricing strategies
• Maintain accurate client information and opportunities in the designated CRM system while managing travel and entertainment expenses

Required Qualifications

• 4-year degree in finance, accounting, or business with a focus on finance and accounting, or equivalent work experience
• Minimum of 10 years of experience in originating Equipment Finance clients
• Fluency in approved pricing software and all loan and lease products
• Advanced analytical skills and strong computer skills, including proficiency in Microsoft Products