VP-SVP, Equipment Finance Sales Officer; EFSO

Position: VP-SVP, Equipment Finance Sales Officer (EFSO)
Type:
Hybrid

Location:

Philadelphia, PA & Boston, MASalary:
Up to $150,000 (bonus and commission not factored into the salary)
Description & Qualifications Establish and maintain strong business relationships with assigned bankers, their management, and their clients

Drive the growth and profitability of the bank’s lending portfolio via origination of EFL transactions

Regular and consistent participation in periodic banker meetings and events

Leverage your market knowledge, experience, contacts, and resources to establish prospecting lists with a higher probability of successfully closing EFL business

Disciplined and consistent new business prospecting activity strategy and implementation

Develop Center of Influence (COI) referral sources to support new business prospecting efforts

Work cooperatively with functional support staff in credit, documentation, operations, and legal to facilitate closing of transactions

Utilize our CRM software to manage EFL opportunity pipeline reporting and forecasting

Bachelor’s degree required, Master’s preferred

Expert equipment finance & leasing sales, relationship management, and new business development skill

Ability to read and understand financial statements including calculating basic ratios

Good working knowledge of equipment leasing products and how to position their potential accounting, tax, and equipment management benefits to prospective clients

Knowledge of key capital equipment classes such as construction, transportation, and manufacturing

Excellent verbal and written communication skills

Self-starter with a track record of success

Ability to multi-task across functions (credit, documentation, operations, etc.) and set priorities

Proficiency with Microsoft Office software (Outlook, Excel, Word, etc.), CRM software, Pricing software (i.e. T-Value, SuperTRUMP), and the HP Financial Calculator (i.e. 12c, 17bll)