Team Leader | Middle Market | Equipment Finance

Team Leader | Middle Market | Equipment Finance


Location:

Midwest or Northeast
Industry: Equipment Finance

Target Customers: End Users

Collateral Focus: Generalist

Deal Size: $500k to $20MM

Altius Search Group is recruiting on behalf of a client, a bank-owned equipment finance company, for a dynamic Team Leader who can build a team of high-performing originators focused on middle to large-ticket general equipment finance transactions. This individual will play a critical leadership role in developing and executing a regional sales strategy while managing a team across a multi-state territory.

Key Responsibilities:

• Lead and manage a team of direct reports responsible for originating equipment finance transactions.

• Source and close transactions through direct solicitation of middle-market companies.

• Develop and execute sales strategies to drive growth across the assigned territory.

• Provide strategic guidance on deal structuring, pricing, and documentation negotiations.

• Coach, train, and motivate sales originators to achieve individual and team production goals.

• Partner with internal stakeholders across credit, operations, and documentation to ensure efficient deal execution.

Ideal Candidate Profile:

• Ability to bring a team of proven originators with established relationships in the Middle Market Equipment Finance space.

• Demonstrated experience leading a production team with a strong track record of delivering results.

• Proven ability to build new business, manage existing client relationships, and grow market share.

• A hands-on leader with strong knowledge of the industry, focused on team success and client outcomes.

Knowledge, Skills, and Competencies:

• Deep understanding of commercial credit underwriting, including familiarity with bank credit policies and risk parameters.

• Strong grasp of equipment finance structuring, including knowledge of tax and accounting implications as they pertain to leasing.

• Excellent interpersonal, communication, and organizational skills.

• Skilled in networking and client relationship management within the financial services industry.

• Familiarity with banking regulations, including federal/state compliance and fair lending laws.

• Adaptable to a fast-paced, evolving environment with a strong teamwork orientation.

• Technologically proficient with Microsoft Office and industry-standard finance systems.

• Bachelor’s degree in Finance, Business Administration, or Operations Management; MBA preferred.

• 5–10 years of experience in equipment finance and leasing.

• 5–10 years of management experience in the equipment finance industry, including expertise leading a production team.

• Proven success in closing middle to large-ticket transactions.