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.
Review and comprehend company financial statements for potential lease and loan products.
Price, structure, discuss and win potential financial solutions with clients/prospects by effectively partnering 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.
Prospecting and business development projects throughout the broader region under the guidance of the CEF Sales Manager.

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%

Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan.
Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Industry-leading benefits
Access to paid time off
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Leasing Officer, Equipment Finance

Key skills