Regional Director - Equipment Finance

Insight Global is seeking a Regional Director of Equipment Finance to support one of the largest banking clients in the area in their equipment finance division. This is a direct-placement opportunity that can sit remotely, with the expectation to travel to client meetings in the Columbia/Hagerstown/Waldorf/Pocomoke City, MD area as needed. Candidates must have previous experience with heavy equipment leasing / financing (tractors, trailers, busses, cranes, trucks etc.) and a proven track record of sales prospecting / lead generation.

• Collaborates with internal partners to develop new business and retain existing customer relationships, focusing on companies with revenues over $15 million.
• Works with RMs and TMOs to secure deposits and cross-sell bank products.
• Prepares necessary documentation and correspondence.
• Expands knowledge of equipment finance and commercial banking products.
• Ensures compliance with credit policies and regulatory guidelines.
• Identifies cross-sell opportunities and makes referrals.
• Executes a call program to build customer relationships and prospect lists.
• Maintains a pipeline of relationships and prospects.
• Mentors teammates in various tasks.
• Ensures all work complies with relevant policies and regulations.

Must Haves:

• Bachelors (MBA preferred) in finance, banking, or related
• Minimum 10 years of equipment finance sales experience (direct origination)
• Equipment finance lending & leasing product knowledge
• Experience with SuperTrump (pricing model), Tvalue, Infoanalysis and Customer Relationship Management System
• Microsoft office suite (excel)