Vice President – Direct Originations

This is a fully remote position, open to applicants in California, +5 more states.

📋 Description

• Drive the development of new equipment finance business with middle-market, large corporate, private equity-sponsored, and various commercial clients.

• Cultivate and oversee an active sales pipeline through strategic prospecting, referrals, established industry connections, and business-development initiatives.

• Forge relationships with CFOs, treasurers, controllers, procurement leaders, operating executives, private equity sponsors, and other key decision-makers.

• Identify needs for capital expenditures, technology investments, facility expansions, automation projects, and equipment replacements.

• Structure equipment loans, leases, and tailored financing solutions.

• Prepare and deliver financing proposals that outline structure, pricing, and value for clients.

• Collaborate with credit, operations, documentation, asset management, and senior leadership from opportunity identification through to funding.

• Collect financial, operational, and transaction data for credit presentations.

• Maintain ownership of client relationships and communicate with stakeholders throughout all transactions.

• Broaden existing relationships across various equipment categories, locations, business units, and financing needs.

• Keep track of pipeline reporting, production forecasts, calling activities, and account development plans.

• Represent the organization at client meetings, industry events, conferences, and business-development initiatives.

⛳️ Requirements

• Proven experience in originating equipment finance transactions directly with commercial end users.

• Minimum of five years of experience in originating equipment finance transactions with commercial end users.

• Capability to independently generate new business and maintain a steady pipeline of qualified opportunities.

• Established relationships with middle-market companies, larger corporate borrowers, private equity sponsors, or senior financial decision-makers.

• Demonstrated history of producing significant annual equipment finance volume.

• Personally originated and funded at least $20 million in equipment finance volume in any one of the previous three years.

• Comprehensive understanding of equipment loans, finance leases, tax leases, and other commercial financing structures.

• Proficiency in evaluating financial statements and grasping cash flow, leverage, liquidity, collateral, and the business rationale behind transactions.

• Experience in structuring and presenting transactions to credit and senior management.

• Ability to sell consultatively and convey value beyond mere pricing.

• Strong executive presence, communication skills, judgment, and follow-through.

• Comfortable operating in an entrepreneurial, collaborative, and growth-focused environment.

• Willingness to travel as needed for client development and relationship management.

🏝️ Benefits

• Competitive base salary.

• Incentive compensation based on performance.

• Comprehensive employee benefits package.

• Flexible underwriting with the ability to assess complex business models and transactions.

• Prompt credit decisions and an efficient transaction process.

• An entrepreneurial atmosphere with access to senior leadership.