Equipment Finance Sales Executive - Material Handling

Huntington National Bank•Colorado Springs, CO

1d•$70,000 - $140,000•Remote

About The Position

The Equipment Finance Sales Executive partners with material handling equipment dealerships to provide competitive lease and finance solutions for end-user customers. This role supports dealer sales efforts by structuring, underwriting, and closing financing transactions while managing credit risk, ensuring compliance, and strengthening dealer relationships to drive volume and profitability.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or related field
5+ years of experience in equipment finance, leasing, or commercial credit
Strong financial analysis and credit evaluation skills

Nice To Haves

Experience working with vendor programs or dealership channels preferred
Knowledge of material handling equipment markets strongly preferred
Forklift, warehouse, or industrial equipment financing
Captive finance or vendor finance programs
Lease accounting concepts (operating vs. finance leases)
TRAC and residual-based structures
Excellent relationship-building and communication skills
Ability to manage multiple transactions simultaneously
Financial statement analysis
Deal structuring and negotiation
Credit underwriting
Relationship management
Sales support and consultative selling
Attention to detail and documentation accuracy

Responsibilities

Dealer & Channel Management
Develop and maintain strong relationships with material handling dealerships and their sales teams
Act as the primary finance point of contact for dealers on lease and loan transactions
Provide guidance on financing structures that support dealer sales objectives
Conduct dealer training on finance programs, documentation, and credit requirements
Transaction Structuring & Execution
Structure operating leases, capital leases, TRAC leases, loans, and other financing solutions tailored to end-user needs
Analyze customer financials and equipment usage to recommend appropriate financing terms
Coordinate pricing, residuals, and repayment structures
Manage the transaction lifecycle from application through funding
Credit & Risk Management
Review and analyze financial statements, cash flow, and credit profiles of end-user customers
Prepare credit submissions and work with internal credit committees or underwriting teams
Ensure transactions comply with internal credit policies and risk guidelines
Monitor portfolio performance and assist with credit remediation as needed
Customer & End-User Support
Collaborate with dealers to explain financing options to end-user customers
Assist with contract negotiations and documentation requirements
Resolve financing issues that arise during sales or funding processes
Compliance & Documentation
Ensure proper execution of lease and loan documentation
Adhere to regulatory, accounting, and internal policy requirements
Coordinate with legal, operations, and servicing teams to ensure accurate booking
Portfolio Management
Provide support in resolving issues for end-user customers throughout the lease life cycle, ensuring timely and effective solutions
Conduct periodic reviews and management of portfolio performance.
Engage with end-user customers or vendors to remediate severe challenges when necessary
Proactively manage end-of-term activities for success in securing replacement business and maintaining strong customer relationships
Growth & Strategy
Identify opportunities to expand financing penetration within dealer networks
Provide market feedback on competitive finance offerings and customer trends
Support development of new finance programs and dealer incentives