Vice President – Direct Originations

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

📋 Description

• Drive the growth of new equipment finance business by directly engaging with middle-market, large corporate, private equity-backed, and other commercial clients.

• Create and oversee a dynamic pipeline through strategic prospecting, referrals, existing industry connections, and targeted business-development efforts.

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

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

• Design and structure equipment loans, leases, and tailored financing solutions.

• Develop and present financing proposals that clearly articulate structure, pricing, and value.

• Collaborate with credit, operations, documentation, asset management, and senior leadership throughout the opportunity to funding process.

• Collect financial, operational, and transaction data to create comprehensive credit presentations.

• Maintain ownership of client relationships and ensure effective communication with stakeholders.

• Enhance relationships by recognizing additional equipment categories, locations, business units, and financing needs.

• Keep accurate pipeline reporting, production forecasts, calling activity, and account development strategies.

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

⛳️ Requirements

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

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

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

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

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

• Demonstrated success in producing significant annual equipment finance volume.

• In-depth understanding of equipment loans, finance leases, tax leases, and other commercial financing structures.

• Proficiency in evaluating financial statements and comprehending cash flow, leverage, liquidity, collateral, and business objectives.

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

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

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

• Comfortable working in an entrepreneurial, collaborative, and growth-oriented setting.

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

• A portable network of commercial relationships.

• Experience in developing business directly with middle-market and larger companies rather than primarily through brokers, vendors, or bank-referral channels.

🏝️ Benefits

• Comprehensive employee benefits.

• Performance-based incentive compensation.

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

• Timely credit decisions and an efficient transaction process.

• An entrepreneurial atmosphere with access to senior leadership.

• Opportunities to originate across diverse industries and equipment categories.