Direct Originations

ThinkingAhead

Direct Originations

Remote,
Paid
  • Responsibilities

    Business Development Officer – Direct Originations, Middle Market Equipment Finance (Remote – Northeast U.S.)

    About the Company
    Our client is a regional community bank and a top 50 equipment finance lender, providing tailored financing solutions to businesses across the country. As part of a continued expansion of its direct origination platform, the company is seeking an experienced sales professional to grow its presence in the Northeast.

    About the Role
    This is a direct origination role focused on calling directly on end users — not the vendor or dealer channel — within the middle market equipment finance space. The ideal candidate is a self-sufficient hunter who can independently build a territory, source new business, and manage transactions from first call through funding. This is a remote, home-office-based position covering a Northeast territory.

    Key Responsibilities

    • Prospect and directly originate new equipment finance business by calling on end-user companies (not vendor/dealer channel) within the middle market segment
    • Build and manage a robust pipeline of prospective borrowers and lessees across the assigned Northeast territory
    • Develop and execute a territory sales plan to meet or exceed annual origination targets
    • Structure, negotiate, and close equipment loan and lease transactions tailored to client needs
    • Partner with credit, underwriting, and operations teams to move transactions from proposal through funding
    • Cultivate long-term client relationships to drive repeat business and referrals
    • Represent the company at industry events, trade shows, and networking functions to build market presence
    • Maintain accurate pipeline, call activity, and forecasting records in the company's CRM

    Qualifications

    • 5+ years of direct origination experience in middle market equipment finance or commercial equipment leasing, calling directly on end users
    • Proven track record of self-sourcing new business and consistently meeting or exceeding production goals
    • Strong working knowledge of equipment finance structures (loans, leases, TRAC leases, etc.) and credit fundamentals
    • Established network of relationships within the middle market segment strongly preferred
    • Excellent communication, negotiation, and relationship-management skills
    • Ability to work independently in a remote role while traveling within the Northeast territory as needed
    • Bachelor's degree preferred, or equivalent industry experience

    Location & Travel
    Remote / home-office based; candidate must reside within the Northeast U.S. Regular travel within the territory is required to meet with prospects and clients.

    Compensation
    Competitive base salary plus incentive/commission plan, commensurate with experience.

    Benefits

    • Comprehensive medical, dental, and vision coverage, including a wellness incentive credit toward premiums
    • Company contributions toward a Health Savings Account (HSA) for enrolled associates
    • 401(k) plan with automatic enrollment and a company matching contribution
    • Employee Stock Purchase Plan
    • Company-paid basic life insurance and disability coverage, plus voluntary supplemental options
    • Generous paid time off, accruing sick pay, and a full schedule of paid company holidays
    • Paid parental leave for childbirth, adoption, or foster placement
    • Tuition reimbursement for job-related coursework
    • Confidential Employee Assistance Program (EAP) for associates and their families

    Our client is an Equal Opportunity Employer.

  • Compensation
    $250,000 per year