VP, New Business Development
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Job Description
VP New Business Development at Wintrust Asset Finance focusing on equipment finance and leasing transactions. Managing customer relationships and originating large ticket deals through prospecting and cold calling.
Responsibilities:
- Originate large ticket equipment finance/lease transactions through direct prospecting efforts.
- Assist in managing the customer relationship from initial contact, transaction award, credit underwriting and funding.
- Make daily outbound cold calls for new clients and manage existing relationships with middle market companies.
- Conduct industry, business, and collateral research.
- Utilize WCF’s existing CRM platform to build and maintain a detailed and organized database.
- Visit with prospective clients and existing clients on an as needed basis.
- Coordinate with our marketing team to execute database marketing initiatives to generate new business opportunities.
- Work closely with Vice President, Direct Originations to analyze, price and structure transactions.
- Help in the preparation of investment presentations with recommendations that exhibit thoughtful and well-reasoned decisions.
- Actively participate in training and adhere to established WCF policies and procedures.
Requirements:
- Minimum of 5+ years successful track record in the equipment finance/leasing industry.
- Verifiable track record of originating and closing large ticket transactions.
- In depth knowledge of highly sophisticated finance and lease products.
- Ability to make outbound phone calls for several hours every day.
- Strong work ethic, hunger to learn, and desire to succeed.
- Confident self-starter with ability to manage multiple tasks in face paced environment.
- Strong written/oral communicator with excellent interpersonal skills.
- Proficient using Excel, Word, Power Point, Salesforce, Capital IQ and SuperTrump.
- Ability to travel as needed to build relationships.
- BA/BS degree with preferred emphasis in Finance, Accounting or Economics.
Benefits:
- Medical Insurance
- Dental
- Vision
- Life insurance
- Accidental death and dismemberment
- Short-term and long term Disability Insurance
- Parental Leave
- Employee Assistance Program (EAP)
- Traditional and Roth 401(k) with company match
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
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