Business Development and Relationship Management:

• Develop and manage a portfolio of strategic partnerships. Cultivate new partnerships and deepen existing relationships through consultative engagement, in-person meetings, and strategic planning. Work closely with Sr. Director to discover, develop and approve new potential strategic partnerships.  Present new strategic sources and relationships for approval.  Periodically review performance of existing relationships – identify changes to enhance performance. 

Revenue Growth and Production Management:

• Drive equipment finance volume, identifying opportunities to expand market share. Analyze trends and performance data to meet or exceed production targets and profitability goals. 

Client Experience and Support:

• Serve as the primary point of contact for strategic partners. Resolve issues, provide product and pricing guidance, and deliver solutions in coordination with internal departments. Ensure high satisfaction and retention among third-party client driving repeat business and a strong overall relationship.   

Cross-Functional Collaboration and Risk Management:

• Serve as key contact and collaborate with underwriting, operations, risk, and compliance teams to ensure that partner activity meets all internal guidelines and regulatory requirements. Act as a liaison to facilitate communication and issue resolution. 

Market Intelligence and Strategy:

• Expert on emerging equipment finance industry trends, competitor activities, and regulatory changes impacting strategic partners. Share insights with internal stakeholders to inform strategy and enhance Flagstar’s competitive position. Work closely with Sr. Director to set strategic direction based on market intelligence and partner feedback, including market rates. 

• Uses independent judgement and discretion to make well-thought out decisions. 

• Analyzes and resolves problems internally and externally to ensure efficient and effective transaction processing.  

ADDITIONAL ACCOUNTABILITIES 

• Performs special projects, and additional duties and responsibilities as required. 

• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.  Accountable to maintain compliance with applicable federal, state and local laws and regulations.  

JOB REQUIREMENTS  

Required Qualifications: 

• Education level required: ​Undergraduate Degree (4 years or equivalent)​.

• Minimum experience required: ​10+ Years​ of experience in equipment leasing, finance and relationship management. 

• Proven ability to originate and execute transactions within institutional and equipment leasing markets. 

• Strong network within the leasing and financial services industry.  

• Strong customer service, organizational & communication/presentation skills. 

• High degree of comfort in interacting with clients - both internal and external. 

Preferred Qualifications: 

• Education level preferred: ​Master's Degree (or Postgraduate equivalent)​. 

• Credit underwriting/financial statement analysis experience a requirement. 

• Excellent understanding of equipment finance pricing tools such as T/Value, Super Trump, HP 12C. 

• Solid understanding of equipment finance products such as loans, lease purchases, TRACs, FMV’s etc. 

Job Competencies: 

• Sales and Relationship Management – ability to originate and maintain relationships with strategic partners. 

• Financial and Credit Analysis - excellent credit, portfolio risk, and documentation skills. 

• Contract and Documentation – excellent awareness of contract/documentation, including negotiation skills. 

• Regulatory and Compliance Knowledge – familiarity with bank regulations and industry guidelines 

• Market Awareness and Strategic Thinking – ability to identify trends and adjust “go to market” strategies. 

• Good understanding of various asset types financed, portfolio administration, and pricing tools. 

• Strong interpersonal, verbal/written communication, and presentation skills. 

• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. 

• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience. 

• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders. 

• Some travel may be required. 

• Physical demands (ADA): ​The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.​