Job Type

Full-time

Description

Job Summary

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.

Key Job 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 ensuring timely completion; follow-up and review for accuracy and compliance.
• Tracking and forecasting 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.

*This job description is subject to change at any time.

Requirements

Job 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 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)

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. While performing the duties of this job, the employee is regularly required to sit or stand up to 8 or more hours; use hands to type, maneuver, handle, or feel; and talk or hear. The employee frequently is required to walk and reach with hands and arms. The employee is occasionally required to stand and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job 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. The work is performed primarily in an open-office setting, with co-workers working side-by-side and a moderate level of activity being performed by co-workers across the office. The noise level in the work environment is moderate.

Salary Description

$115,000 - $150,00 Base + Commission