Job description
Description
Team Leader | Middle Market | Equipment Finance
Location: Midwest or Northeast
Industry: Equipment Finance
Target Customers: End Users
Collateral Focus: Generalist
Deal Size: $500k to $20MM
Altius Search Group is recruiting on behalf of a client, a bank-owned equipment finance company, for a dynamic Team Leader who can build a team of high-performing originators focused on middle to large-ticket general equipment finance transactions. This individual will play a critical leadership role in developing and executing a regional sales strategy while managing a team across a multi-state territory.
Key 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.
Ideal Candidate Profile:
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.
Knowledge, Skills, and Competencies:
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.
Requirements
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.
