Equipment Finance Sales Executive
RemoteHouston, Texas, United States or Baton Rouge, Louisiana, United States
Job Summary
Equipment Finance Sales Executive based in the Houston area or Louisiana offices, serving as the centralized point between Relationship Managers and Asset Finance to educate customers on equipment finance and leasing products, develop OCRs through capital planning, and prospect new relationships across the assigned geography. Responsible for acting as the client-facing Relationship Manager for equipment-related needs, preparing credit packages for Portfolio Manager review, negotiating finance terms and buyouts on lease products, coordinating with Sales Coordinators for compliant documentation, and identifying cross-sell opportunities while managing a high-quality financing portfolio. Requires ability to travel (at least 25%), and working within a flexible, in-office/remote blend depending on specific work arrangements; location-driven offices include Houston area and various Louisiana offices.
Required Qualifications
- Bachelor’s degree or equivalent education and/or experience
- 5+ years of customer facing experience in Commercial Bank Relationship Management and/or Equipment Finance
Desired Qualifications
- Experience working for a financial institution
- Formalized financial statement review and credit training
- Excellent interpersonal, verbal and written communication skills
- Proven negotiation skills
- High level of professionalism
- Ability to travel at least 25% of the time
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