Equipment Finance Structuring - VP or Director

Equipment Finance Structuring VP

The Equipment Finance Structuring team structures, underwrites and closes equipment finance lease, and loan transactions. Requires in depth quantitative and qualitative analysis to obtain Truist's balance sheet commitment as well as supporting distribution risk decisions.

Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Underwrite, package and close EF transactions; Begin to exhibit independent structuring thoughts
• Mentor, coach and develop junior talent.
• Demonstrate thorough qualitative and quantitative analysis; identify, quantify, and prioritize transaction risk.
• Negotiate basic legal documents.
• Comply with risk policies and procedures.
• Work with originations, portfolio management, legal, compliance and risk partners to facilitate seamless execution.
• Demonstrate Truist culture and values

Required Qualifications:

• BA/BS degree
• 7-11 years of related work experience
• Strong technical skills, (including financial analysis, modeling,)
• Demonstrated analytical skills - ability to distill complex data into concise and relevant issues.
• Strong interpersonal skills which foster teamwork, trust and accountability
• Demonstrated ability to collaborate across functional areas to facilitate execution

Preferred Qualifications:

• MBA degree, with a Finance focus
• Capital markets or other product structuring/underwriting experience

The annual base salary for this position is $125,000.

Additional incentive pay is available for this position.

Equipment Finance Structuring Director

The Equipment Finance Structuring team structures, underwrites, packages and closes equipment finance lease, and loan transactions. Requires in depth quantitative and qualitative analysis to obtain Truist's balance sheet commitment as well as supporting distribution risk decisions.

Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Structure, underwrite, negotiate, package and close EF transactions
• Mentor, coach and develop junior talent.
• Demonstrate in depth qualitative and quantitative analysis culminating in structures that balance client needs with risk appetite; identify, quantify, prioritize and mitigate transaction risk.
• Negotiate legal documents.
• Comply with risk policies and procedures.
• Work with originations, portfolio management, legal, compliance and risk partners to facilitate seamless execution.
• Demonstrate Truist culture and values

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• BA/BS degree
• 11-15 years of related work experience
• Solid subject matter expertise including knowledge of industry drivers, product positioning, structuring and risk mitigation.
• Demonstrated ability to collaborate across functional areas to resolve complex issues
• Strong interpersonal skills which foster teamwork, trust, creativity/innovation and accountability
• Ability to communicate clearly, concisely and insightfully

Preferred Qualifications:

• MBA degree, with a Finance focus
• Capital markets or other product structuring/underwriting experience

The annual base salary for this position is $175,000.

Additional incentive pay is available for this position.