Finance Operations Director

Job Overview:Finance Operations Director

The Finance Operations Director plays a key role in promoting equipment finance lending and leasing solutions to medium and large commercial clients across a designated region. This position is results-focused and requires the ability to work independently in identifying new business opportunities while maintaining a structured and continuous client engagement strategy.

This role applies target market criteria such as credit evaluation, pricing strategy, and deal structuring to guide business development efforts. It requires strong expertise in sales, credit analysis, lead generation, and closing transactions. The position also involves close collaboration with Middle Market Relationship Managers and Treasury Management Officers to support cross-selling of commercial banking products and services.

Responsibilities:

• Collaborate with internal teams to develop new business relationships and strengthen existing client partnerships
• Manage and grow established customer portfolios
• Develop and maintain relationships with companies generating $15M+ in annual revenue
• Work with Relationship Managers and Treasury Officers to promote and cross-sell banking products and services
• Prepare proposals, commitment letters, credit submissions, and required documentation
• Maintain knowledge of equipment finance products, lending policies, structuring guidelines, and regulatory requirements
• Ensure portfolio management and risk compliance align with credit policies and regulatory standards
• Identify and execute cross-selling opportunities within existing client relationships
• Develop and implement calling strategies to generate new business opportunities
• Maintain an active pipeline of prospects and manage ongoing client relationships
• Support and mentor team members in prospecting, credit analysis, financial spreading, and underwriting
• Ensure adherence to all applicable laws, regulations, and internal policies
• Perform additional duties as assigned

Organizational Relationship:

This position reports to the Managing Director of Direct Originations.

Position Qualifications Education and Experience:

• Bachelor’s degree in finance, banking, or related field required; MBA preferred
• Minimum of 10 years of experience in equipment finance sales
• Experience with SuperTrump, TValue, InfoAnalysis, and CRM systems

Knowledge and Skills:

• Strong expertise in credit analysis and financial evaluation
• Ability to independently manage complex lending structures
• Excellent written and verbal communication skills
• Strong problem-solving and interpersonal abilities
• Deep knowledge of equipment finance lending and leasing products
• Ability to structure loans and make sound credit decisions
• Proven success in sales and business development
• Ability to perform effectively in a sales-driven environment
• Strong multitasking and organizational skills
• Knowledge of commercial lending laws and regulatory compliance
• Proficiency in Microsoft Office tools (Excel, Word, Outlook)

Additional Information:

Compensation will be based on education, experience, certifications, and other relevant factors. This role may also include eligibility for incentive-based compensation or discretionary profit-sharing programs.

Atlantic Union Bank is committed to Equal Employment Opportunity and maintains a drug-free workplace.

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