Equipment Leasing Account Executive

NextGen Equipment Finance, LLC is a rapidly growing independent equipment finance company that provides a complete suite of creative financing solutions for customers throughout the United States. NextGen has the expertise and resources to finance most asset classes from software and IT equipment to material handling, yellow iron, and titled equipment.

About the role

The Account Executive, Captive is a NextGen team member that handles captive account transactions from beginning to end (from pricing to funding, refinance, end-of-lease, and the replacement deal years later). Each customer account requires specialized and prioritized service from the initial pricing request to lease termination. The Account Executive, Captive should be able to structure transactions which deliver maximum value to the customer, while optimizing gross profit for the Company and its affiliates, all in full compliance with lender requirements regarding pricing, documentation, and credit standards.

Responsibilities

• Provide financing solutions to customers, manage the execution of the solution, and track the solution through to completion.
• Build strong relationships with internal partners and external customers.
• Responsible for lease vs. buy analysis, residual value analysis, credit review, and assessment of lender options for new and used equipment, refinances, sale-leasebacks, and GuaranteedFLEET transactions.
• Gather and submit required credit documentation.
• Handle documentation requests and ensure timely completion; follow-up and review for accuracy and compliance.
• Track and forecast payment obligations.
• Manage timing, issuing, and tracking return notices; manage chargebacks, overages, and related actions.
• Identify and manage opportunities for refinancing.
• Create custom reporting for stakeholders.

Requirements

• Ability to work both independently and in a collaborative, fast-paced, team environment.
• Self-starter with a strong desire to succeed and make money.
• Minimum of a Bachelor’s degree.
• 1-3 years of experience. Preference made for candidates with experience in the equipment finance industry or a sales/support role that included leasing/financing as an integral part of the selling process.
• Ability to leverage, formulate, and sustain relationships.
• Working knowledge of MS Office (Word, Excel, Outlook).

Benefits

• Competitive pay plus a lucrative commission plan.
• Full benefits package that starts day one, including medical, dental, vision, 401K with match, company-paid life insurance, and disability coverage.
• 8 paid holidays.
• Generous paid time off policy, accruing more time throughout tenure.
• Training and mentoring from industry experts.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Regularly required to sit or stand for up to 8 or more hours; use hands to type, maneuver, handle, or feel; and talk or hear.
• Frequently required to walk and reach with hands and arms.
• Occasionally required to stand, stoop, kneel, crouch, or crawl.
• Must occasionally lift and/or move up to 40 pounds.
• Specific vision abilities required include close vision and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is performed primarily in an open-office setting, with co-workers working side-by-side and a moderate level of activity.
• The noise level in the work environment is moderate.