Equipment Leasing Account Executive

The Company

NextGen Equipment Finance, LLC is a rapidly growing independent equipment finance company who 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.

At NextGen we believe that Our People are what make us great and help us deliver exceptional customer service! We offer industry leading benefits to include:

• Competitive pay: Plus a lucrative commission plan!
• Full benefits package that starts day one: Includes medical, dental, vision, 401K with match, company-paid life insurance and disability coverage.
• 8 paid holidays
• PTO: Full-time employees enjoy a generous paid time off policy, accruing more time throughout their tenure with NextGen Equipment Finance
• Training and mentoring: Learn from our experts in the industry

The benefits listed are subject to change at any time. Please speak with an HR Representative for details. In the case of conflict between the information listed and the official plan documents, the plan documents will always govern.

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.

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)