- Increasing leasing vendor referral business by establishing and fostering relationships, typically through emails, phone calls, customer visits, and attendance at industry trade shows and conferences.
- Establishing referral relationships by identifying and soliciting manufactures, dealers, distributors, and independent equipment resellers.
- Anticipate and discover customer needs, develop, and implement equipment financing solutions through referral relationships.
- Collect and analyze information regarding customer's income, assets, investments, or debts, while providing appropriate financing solutions after assessing customer's individual needs.
- Work with existing vendors and/or customers to enhance their financing program solutions.
- Analyze, structure, and price transactions while partnering internally with Credit and Operations teams to help facilitate a successful transaction.
- Maintain industry-related knowledge of tax, accounting, regulatory and legal guidelines.
- Collaborate with executive team to drive originations and gross margin to team goals and objectives.
- Highly self-motivated
- Excellent follow-up and problem-solving skills
- Strong communicator with excellent interpersonal skills
- Ability to build rapport and establish relationships
- Effective and efficient in a fast-paced, quote-driven, results-oriented environment
- Verifiable book of business required
- 3+ years of equipment leasing and/or financial services sales experience required
- Bachelor's degree in finance or related field preferred, or equivalent work experience
- CRM software experience a plus
- Prolonged periods of sitting at a desk and working on a computer
- Competitive annual base salary with a minimum base of $80K, commission or bonus eligible
- Medical, dental, vision, and life insurance
- 401k
- Paid holidays
- Unlimited PTO
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