Job Description
The Equipment Finance Regional Director is a remote role responsible for driving sales of equipment lending and leasing products to medium/large commercial clients ($15M+ revenue). This role involves managing the full sales cycle, from prospecting to closing, while managing risk in compliance with bank policies. This role is located in Texas and will be responsible for developing the entire state's territory.
Sales Generation: Proactively identify and close new equipment finance deals to meet sales targets.
Relationship Management: Maintain and expand relationships with commercial clients, often working with clients with annual revenues greater than $15 million.
Business Development: Execute a calling program to prospects and partner with internal Middle Market Relationship Managers and Treasury Management Officers to cross-sell bank products.
Risk & Credit Analysis: Ensure portfolio compliance with credit policies and regulations; perform or oversee underwriting, financial spreading, and loan structuring.
Documentation & Strategy: Prepare proposals, commitment letters, and credit submittals
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
10 years of industry experience in equipment finance
Minimum 5 years of experience in sales
Proven track record of sales success
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.