Developing new clients and bringing incremental leverage and lease/loan growth to assigned Originators within their respective market.
Responsible for the end-to-end sales process on assigned transactions and working with Management and Originations on other projects directly linked to improving performance within the Region.
All activities and transactions assigned will be under the guidance of the CEF Sales Manager and assigned Originators, via direct partnering with bank client teams and other direct business development activities such as cold calling, reviewing financial statements, etc.
Review and comprehend company financial statements for potential lease and loan products, price, structure, discuss and win potential financial solutions with clients/prospects.
Effectively partner with internal stakeholders to lead a transaction through the mandate, approval, documentation and closing processes.
Identify new business, winning/closing it in a very effective and efficient manner.
Routine travel to meet with bank partners, clients and prospects is required.
Engage in prospecting and business development projects throughout the broader region under guidance of the CEF Sales Manager.
These activities will be project driven and revolve around prospecting a specific market or industry for an assigned Originator.

3+ years of Leasing or Sales experience creating, structuring and negotiating credit deals.
Undergraduate degree or equivalent work experience
Self-starter with successful track record developing prospects within the respective market
Client Management skills – Bank, clients, prospects and COI’s
Effective communication skills (oral and written) along with group presentation finesse
History of working within a complex framework of structured internal and external organizational teams.
Detailed deal management skills and ability to meet deadlines.
Ability to meet multiple goals: Volume, Fee, Spread, New Clients, Calling, Compliance
Thorough understanding of complex pricing and transaction structuring – taxable loans, leases and tax exempt loans; SuperTrump experience preferred
Understanding of financial and accounting concepts
Travel – 25%

Leasing Officer – Equipment Finance

Key skills