Executive Sales Officer – Equipment Finance

Role Overview

• Drive equipment finance originations nationwide in a remote role focused on middle market clients, direct sales, relationship building, and structured financing solutions.
• The Executive Sales Officer will be responsible for sourcing and developing new client relationships, structuring transactions, and partnering with internal teams to deliver tailored financing solutions.
• This individual will play a key role in expanding market presence, building a strong pipeline, and achieving production goals.
• Identify, prospect, and develop new business opportunities through direct calling efforts, networking, and referral generation.
• Build and maintain strong relationships with middle-market clients and centers of influence.
• Develop internal partnerships to uncover financing opportunities with new and existing clients.
• Originate equipment finance transactions across a variety of industries and asset classes.
• Evaluate transaction opportunities, including client financial position, structure, and overall fit.
• Partner closely with credit, documentation, and operations teams to ensure a high level of service and sound risk management.
• Manage and grow an active pipeline to meet or exceed annual production and portfolio growth goals.
• Maintain awareness of market conditions, competitive dynamics, and changes in client credit quality.
• Resolve issues related to transactions, client service, and deal execution in a timely and professional manner.
• Operate independently while representing the organization effectively in the marketplace.

Requirements

• Minimum 5+ years of sales experience in equipment finance or a similar commercial finance environment
• Verifiable production history in equipment finance originations
• Strong understanding of equipment finance products, pricing, and transaction structures
• Foundational knowledge of credit, financial statements, and transaction risk assessment
• Proven ability to build a pipeline through cold calling, referrals, networking, and relationship development
• Strong communication, presentation, and negotiation skills
• Ability to work independently in a remote environment
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
• Experience with SuperTRUMP, TValue, CRM platforms, or related tools is a plus
• Bachelor’s degree preferred.