Equipment Leasing Account Executive, Captive Finance
Overview
You will own captive account transactions end-to-end, from pricing to funding, refinance, and end-of-lease, for a growing equipment finance company. You will structure deals that maximize customer value and company profit, while ensuring compliance with lender requirements. You will build strong relationships with internal partners and external customers, and manage lease vs. buy analysis, credit review, and lender options. This role offers industry-leading benefits and training from experts, with a focus on long-term customer relationships and repeat business.
What You'll Do9
- 1Provide financing solutions to customers, manage execution, and track through to completion.
- 2Build strong relationships with internal partners and external customers.
- 3Perform lease vs. buy analysis, residual value analysis, credit review, and assessment of lender options for new and used equipment, refinances, sale-leasebacks, and GuaranteedFLEET transactions.
- 4Gather and submit required credit documentation.
- 5Handle documentation requests, ensure timely completion, and follow up for accuracy and compliance.
- 6Track and forecast payment obligations.
- 7Manage timing, issuing and tracking return notices; manage chargebacks, overages, and related actions.
- 8Identify and manage opportunities for refinancing.
- 9Create custom reporting for stakeholders.
Requirements7
- 11-3 years experience in equipment finance or a sales/support role with leasing/financing.
- 2Bachelor's degree.
- 3Self-starter with strong desire to succeed and make money.
- 4Ability to work independently and in a collaborative, fast-paced team environment.
- 5Working knowledge of MS Office (Word, Excel, Outlook).
- 6Ability to leverage, formulate, and sustain relationships.
- 7Preference for candidates with equipment finance industry experience.
Salary Insight
$70 - $150k per year
Location
Required Skills
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