Team Leader

Summary

Join a bank-owned equipment finance company as a Team Leader, building and managing a high-performing team of originators focused on middle to large-ticket general equipment finance transactions. Develop and execute regional sales strategies, providing strategic guidance on deal structuring, pricing, and documentation negotiations. Coach and motivate your team to achieve production goals, partnering with internal stakeholders for efficient deal execution. This role requires a proven track record of leading production teams in equipment finance, strong industry knowledge, and the ability to bring a team of proven originators with established relationships. The ideal candidate will possess deep understanding of commercial credit underwriting and equipment finance structuring. Success in closing middle to large-ticket transactions is essential.

Requirements

• Ability to bring a team of proven originators with established relationships in the Middle Market Equipment Finance space
• Demonstrated experience leading a production team with a strong track record of delivering results
• Proven ability to build new business, manage existing client relationships, and grow market share
• A hands-on leader with strong knowledge of the industry, focused on team success and client outcomes
• Deep understanding of commercial credit underwriting, including familiarity with bank credit policies and risk parameters
• Strong grasp of equipment finance structuring, including knowledge of tax and accounting implications as they pertain to leasing
• Excellent interpersonal, communication, and organizational skills
• Skilled in networking and client relationship management within the financial services industry
• Familiarity with banking regulations, including federal/state compliance and fair lending laws
• Adaptable to a fast-paced, evolving environment with a strong teamwork orientation
• Technologically proficient with Microsoft Office and industry-standard finance systems
• Bachelor’s degree in Finance, Business Administration, or Operations Management; MBA preferred
• 5–10 years of experience in equipment finance and leasing
• 5–10 years of management experience in the equipment finance industry, including expertise leading a production team
• Proven success in closing middle to large-ticket transactions

Responsibilities

• Lead and manage a team of direct reports responsible for originating equipment finance transactions
• Source and close transactions through direct solicitation of middle-market companies
• Develop and execute sales strategies to drive growth across the assigned territory
• Provide strategic guidance on deal structuring, pricing, and documentation negotiations
• Coach, train, and motivate sales originators to achieve individual and team production goals
• Partner with internal stakeholders across credit, operations, and documentation to ensure efficient deal execution