Equipment Finance Structuring - VP or Director
About The Position
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. For VP: 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 For Director: 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
Requirements
- BA/BS degree
- 7-11 years of related work experience (for VP)
- 11-15 years of related work experience (for Director)
- 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
- Solid subject matter expertise including knowledge of industry drivers, product positioning, structuring and risk mitigation. (for Director)
- Strong interpersonal skills which foster teamwork, trust, creativity/innovation and accountability (for Director)
- English (Required)
Nice To Haves
- MBA degree, with a Finance focus
- Capital markets or other product structuring/underwriting experience
Responsibilities
- 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
- Structure, underwrite, negotiate, package and close EF transactions
- 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.
- Demonstrated ability to collaborate across functional areas to resolve complex issues
- Ability to communicate clearly, concisely and insightfully
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
- 10 sick days (also prorated)
- paid holidays
- defined benefit pension plan (potentially)
- restricted stock units (potentially)
- deferred compensation plan (potentially)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
