Finance Regional Director

Equipment Finance Regional Director Company

Job Overview:

The Equipment Finance Regional Director is responsible for marketing a range of equipment finance lending and leasing products to medium and large commercial clients within an assigned territory. This role is results-driven and requires the ability to work independently to identify prospects and maintain a sustained calling strategy.

The Regional Director understands and applies target market criteria (credit profile, pricing, and structuring) in their strategy. The role requires strong sales expertise, credit analysis skills, lead generation ability, and deal-closing capability. The position also collaborates with Middle Market Relationship Managers and Treasury Management Officers to cross-sell commercial banking products and services.

Responsibilities:

• Collaborate with internal partners to develop new business relationships and expand existing client relationships
• Retain and grow existing customer portfolios
• Build and maintain relationships with companies generating $15M+ in revenue
• Partner with Relationship Managers and Treasury Management Officers to cross-sell bank products and services
• Prepare proposals, commitment letters, credit submissions, and documentation requests
• Maintain knowledge of equipment finance products, loan policy, structuring, documentation, and regulatory requirements
• Ensure portfolio management and risk compliance aligns with credit policy and regulations
• Identify and execute cross-sell opportunities and referrals
• Develop and execute calling programs to generate new business
• Maintain pipeline of prospects and active client relationships
• Mentor team members in prospecting, credit analysis, financial spreading, and underwriting
• Ensure compliance with applicable policies, procedures, laws, and regulations
• Perform other duties as assigned

Organizational Relationship:

This position reports to the Managing Director of Direct Originations.

Position Qualifications Education and Experience:

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

Knowledge and Skills:

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

Additional Information:

Salary will be based on education, experience, certifications, and other factors. This role may also be eligible for incentive compensation or discretionary profit-sharing bonuses.

Atlantic Union Bank is proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

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