Overview
The organization is seeking a highly motivated, detail-oriented professional to join the Equipment Management team within the Equipment Finance Division. This role supports new business volume and profitability goals by providing independent valuation analysis, asset insight, and portfolio management expertise. Work is performed in accordance with departmental policies and procedures and all applicable U.S. state and federal laws and regulations where the organization operates.
Responsibilities
- Conduct equipment research and analysis to develop reliable residual and collateral value assessments for proposed transactions.
- Prepare written valuation reports and conclusions suitable for internal credit and approval review.
- Analyze market data and industry trends to support valuation, residual, and underwriting decisions.
- Monitor asset performance and residual exposure across assigned portfolios to ensure accuracy and soundness.
- Manage the return, storage, inspection, repair, marketing, and sale of off-lease equipment.
- Maximize portfolio value through remarketing, renewal, and early termination opportunities.
- Establish and maintain relationships with external appraisers, remarketers, and other industry partners.
- Coordinate with internal stakeholders to ensure alignment between valuation assumptions, credit policy, and lease documentation standards.
- Deliver timely and accurate valuation updates, portfolio reviews, and asset-related reporting for management.
- Maintain professional competence through continued education and industry training.
- Ensure compliance with departmental policies, procedures, and audit standards.
- Follow all established policies and procedures.
- Perform other duties and projects as assigned.
Requirements
- Bachelor’s degree (BA/BS) or equivalent equipment management experience.
- Minimum 5+ years of hands-on asset management experience within a financial institution or operating lessor.
- Proven expertise and knowledge across a wide range of equipment types and lease structures.
- Strong analytical and organizational skills with close attention to detail and accuracy.
- Effective written and verbal communication skills, including the ability to present valuation conclusions clearly and persuasively.
- Proficiency with financial calculators and software such as Supertrump, TValue, and Microsoft Office.
- Self-motivated, results-driven, and capable of managing multiple priorities in a fast-paced environment.
- High school diploma or equivalent required.
Preferred Qualifications
- ASA (American Society of Appraisers) designation or active candidate status toward certification.
Compensation & Benefits
- 401k plan eligibility includes a company match and immediate vesting.
- Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, and long-term disability.
- Pre-tax Health Savings Account with employer contributions.
- Pre-tax Flexible Spending Account (FSA).
- Adoption, surrogacy, and fertility assistance benefits through partner providers.
- Paid parental leave and family support solutions including care options.
- Paid time away including paid vacation days, holidays, and volunteer time off.
- Tuition reimbursement, an annual mentorship program, leadership development resources, and access to LinkedIn Learning.
- Base salary: The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Equal Opportunity
The organization is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to protected characteristics under applicable federal, state, and local laws, including (but not limited to) race, religion, color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender identity, gender expression, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, disability, requests for accommodation, and any other protected categories set forth in applicable laws.