Equipment Finance Direct Originations Officer

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Equipment Finance Direct Originations Officer based in the United States.

This role offers an exciting opportunity to drive business growth by developing and managing equipment finance relationships across diverse industries and market segments. As a key contributor, you will focus on originating new business opportunities, building strategic partnerships, and delivering financing solutions that support client objectives while maintaining strong risk management practices. The position combines business development, relationship management, and financial expertise within a collaborative and results-oriented environment. You will work closely with underwriting teams and internal stakeholders to structure competitive financing solutions and identify cross-selling opportunities. This is an ideal opportunity for a seasoned equipment finance professional who thrives in a client-facing role and enjoys creating long-term value through strategic partnerships and market expansion.

Accountabilities:: The Equipment Finance Direct Originations Officer will be responsible for generating new business, managing client relationships, and supporting profitable portfolio growth while ensuring alignment with strategic and risk objectives.

Develop and execute targeted go-to-market strategies based on client profiles, industry sectors, geographic regions, and equipment asset categories.

Identify and originate new equipment finance opportunities through existing relationships, prospecting efforts, and independent business development initiatives.

Partner with internal banking teams to create account plans, coordinate marketing strategies, and strengthen client engagement.

Structure and present financing proposals while collaborating with underwriting teams to assess opportunities and support credit processes.

Coordinate client onboarding activities and ensure all required documentation and information are collected efficiently.

Ensure new business opportunities align with established risk parameters, pricing guidelines, and overall equipment finance strategies.

Build and maintain strong relationships with clients while identifying opportunities to introduce additional financial products and services.

Expand and manage a portfolio by acquiring new clients and supporting long-term account growth.

Maintain accurate and timely records of client interactions, opportunities, and pipeline activity within the designated CRM platform.

Manage travel and business development activities responsibly while maximizing return on investment.

Requirements:

The ideal candidate is an experienced equipment finance professional with strong business development capabilities, financial expertise, and a proven track record of originating and managing client relationships.

Bachelor's degree in Finance, Accounting, Business, or a related field, or equivalent professional experience.

Minimum of 10 years of experience originating equipment finance transactions and managing client portfolios.

Deep understanding of equipment finance products, including loans, leases, and industry-specific financing solutions.

Proven ability to develop strategic relationships and generate new business opportunities.

Strong knowledge of pricing methodologies and experience using industry-standard pricing software.

Advanced analytical and financial assessment skills.

Excellent organizational, negotiation, and communication abilities.

Strong relationship management skills with a consultative and client-focused approach.

Proficiency with CRM systems and Microsoft Office applications.

Ability to work independently, manage multiple priorities, and deliver results in a dynamic environment.

Strong understanding of risk management principles and credit-related processes within equipment finance.

Benefits:

Competitive compensation package based on experience, qualifications, and business performance.

Opportunity to earn performance-based incentives tied to business development and portfolio growth.

Remote work flexibility within the United States, subject to business requirements.

Exposure to a broad range of industries and equipment financing opportunities.

Collaborative environment with opportunities for professional development and career progression.

Access to comprehensive employee benefits, which may include medical, dental, and vision insurance, retirement plans, paid time off, and additional wellness programs according to the partner company's policies.

Opportunity to work closely with experienced financial professionals and contribute to strategic growth initiatives.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1