Managing Director - Relationship Management - Equipment Finance

Posted 2025-05-15
Remote, USA Full-time Immediate Start

Description:
• Responsible for soliciting lease and loan transactions.
• Represent WCF in the lending community to develop profitable loan volume.
• Execute highly focused prospecting activities.
• Structure financing solutions for customers and prospects utilizing existing and new WCF products.
• Collect and submit documentation necessary to underwrite and obtain credit approval.
• Aggressive follow-up with prospective customers and referral sources.
• Draft and deliver proposals to prospective borrowers; close transactions.
• Ensure high quality service.
• Submit transactions to credit analyst for review providing write up.
• Facilitate closing of transactions via phone or in person.
• Develop customer base within assigned territory.
• Document calling activity using Salesforce.

Requirements: • Bachelor's degree required preferable in Finance, Business, Accounting, Economics or related field. • Self-starter • 7+ years related experience preferred. • Demonstrated ability to develop new customer relationships. • Excellent communication (oral & written), organizational and interpersonal skills. • The ability to work independently and to adjust priorities is necessary. • Strong selling and pricing skills and experience in credit structuring. • Product knowledge of legal and tax lease parameters. • The ability to work in a team environment is necessary. • PC skills -- experience in Microsoft Office, Salesforce and Info Analysis.

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