Equipment Finance Sales Jobs
Equipment Finance Sales jobs are open across banking, independent finance companies, equipment manufacturers, and commercial lending, from entry-level account executives to senior directors and national account managers, with specializations in vendor finance, direct origination, and portfolio sales. Find a role that fits from the openings below and apply directly.
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This is a hybrid role with the expectation that time working will regularly take place inside and outside of our Jacksonville, FL office.
This position provides operational support to the Equipment Finance Division. Facilitates processes and workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Post payment transactions, update account information, answers inquiries and resolve issues in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. Guide and assist less experienced team members as needed.
Duties & Responsibilities:
- Contract and Asset Maintenance - The ongoing upkeep and support of contracts and assets for the business. This includes activities such as regular review and assessment of contract terms, ensuring compliance with contract requirements, resolving disputes, monitoring performance, and making necessary amendments or updates.
-
Cash Posting - Receive and review incoming cash payments, including checks, electronic funds transfers, credit card payments, and other forms of remittance.
Refunds - Process customer/dealer refunds for overpayments. Obtain proper authorization and approvals. - ACH Setups/Updates/Cancellations - Setting up new ACH payments or modifying existing ACH setups as required, ensuring and accurate and up to date information for successful transactions.
- GAO Reconciliation - Regularly reconcile cash posting transactions with bank deposits to identify and resolve discrepancies. Investigate and resolve any payment processing errors.
- Suspense Management - Conduct regular reviews and analysis of suspense items to identify trends and opportunities for process improvement. Utilize the Five9 system to perform weekly outreach and research activities, partnering with customers and internal stakeholders to resolve outstanding suspense items in a timely manner.
Basic Qualifications:
Bachelor's Degree and 1 year of experience in Banking, Finance, Accounting
-OR-
High School Diploma or GED/Equivalent and 5 years of experience in Banking, Finance, Accounting
Position Specific Skills:
- Multitask: The ability to perform multiple tasks or activities simultaneously or in quick succession. It involves managing and switching between different tasks, often with limited time and resources.
- Problem Solving Skills: The ability to identify, analyze, and find effective solutions for challenges or issues. These skills involve using critical thinking, creativity, and logical reasoning to address complex or ambiguous problems.
- Cases: Complete Cases assigned within SLA parameters and accurate acumen
- Reports: Complete daily, weekly, and monthly reports. MS Access and Excel familiarity
- Policies and Procedures: Follow, Develop and implement quality assurance procedures and methodologies to identify potential issues, discrepancies, or risks within financial operations.
- Quality Assurance: Resolve comprehensive audits and reviews of financial transactions, records, and processes to ensure compliance with regulatory standards and company policies.
- Training: Learn group and business policies and procedures. Learn business systems. Learn/Implement core values. Timely complete compliance/regulatory courses within the assigned deadline.
- Support: Complete any tasks or assignments within contemplated times. Support Management Initiatives and special projects launched in support of maximizing portfolio performance including cross functional assignments. Willingness to learn new skills and support various functions.
- Testing: Perform system testing as required by management.
- Variances: Assist with research and clearing up all types of variances.
Preferred Qualifications:
- Large Financial Institution experience
- Advanced Access and Excel skills
- Pega and/or InfoLease experience
- Proven ability to follow policies and procedures
This is a hybrid role with the expectation that time working will regularly take place inside and outside of our Jacksonville, FL office.
This position provides operational support to the Equipment Finance Division. Facilitates processes and workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Post payment transactions, update account information, answers inquiries and resolve issues in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. Guide and assist less experienced team members as needed.
Duties & Responsibilities:
- Contract and Asset Maintenance - The ongoing upkeep and support of contracts and assets for the business. This includes activities such as regular review and assessment of contract terms, ensuring compliance with contract requirements, resolving disputes, monitoring performance, and making necessary amendments or updates.
-
Cash Posting - Receive and review incoming cash payments, including checks, electronic funds transfers, credit card payments, and other forms of remittance.
Refunds - Process customer/dealer refunds for overpayments. Obtain proper authorization and approvals. - ACH Setups/Updates/Cancellations - Setting up new ACH payments or modifying existing ACH setups as required, ensuring and accurate and up to date information for successful transactions.
- GAO Reconciliation - Regularly reconcile cash posting transactions with bank deposits to identify and resolve discrepancies. Investigate and resolve any payment processing errors.
- Suspense Management - Conduct regular reviews and analysis of suspense items to identify trends and opportunities for process improvement. Utilize the Five9 system to perform weekly outreach and research activities, partnering with customers and internal stakeholders to resolve outstanding suspense items in a timely manner.
Basic Qualifications:
Bachelor's Degree and 1 year of experience in Banking, Finance, Accounting
-OR-
High School Diploma or GED/Equivalent and 5 years of experience in Banking, Finance, Accounting
Position Specific Skills:
- Multitask: The ability to perform multiple tasks or activities simultaneously or in quick succession. It involves managing and switching between different tasks, often with limited time and resources.
- Problem Solving Skills: The ability to identify, analyze, and find effective solutions for challenges or issues. These skills involve using critical thinking, creativity, and logical reasoning to address complex or ambiguous problems.
- Cases: Complete Cases assigned within SLA parameters and accurate acumen
- Reports: Complete daily, weekly, and monthly reports. MS Access and Excel familiarity
- Policies and Procedures: Follow, Develop and implement quality assurance procedures and methodologies to identify potential issues, discrepancies, or risks within financial operations.
- Quality Assurance: Resolve comprehensive audits and reviews of financial transactions, records, and processes to ensure compliance with regulatory standards and company policies.
- Training: Learn group and business policies and procedures. Learn business systems. Learn/Implement core values. Timely complete compliance/regulatory courses within the assigned deadline.
- Support: Complete any tasks or assignments within contemplated times. Support Management Initiatives and special projects launched in support of maximizing portfolio performance including cross functional assignments. Willingness to learn new skills and support various functions.
- Testing: Perform system testing as required by management.
- Variances: Assist with research and clearing up all types of variances.
Preferred Qualifications:
- Large Financial Institution experience
- Advanced Access and Excel skills
- Pega and/or InfoLease experience
- Proven ability to follow policies and procedures
Equipment Finance Sales Jobs by Experience Level
See All 43 Equipment Finance Sales Jobs
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Find Equipment Finance Sales JobsEquipment Finance Sales Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in equipment finance sales jobs.
- Proven experience originating or closing commercial equipment finance transactions
- Strong knowledge of lease structures, loan products, and credit underwriting fundamentals
- Established relationships with vendors, brokers, or end-user customers in a target vertical
- Proficiency with CRM platforms such as Salesforce to manage pipeline and activity reporting
- Bachelor's degree in finance, business, economics, or a related field preferred
- Familiarity with relevant regulatory requirements including UCC filings and TILA disclosures
Tips for Your Equipment Finance Sales Job Search
Quantify your book of business clearly
Lenders and finance companies want to see volume, not vague wins. List the dollar value of equipment transactions you've closed, average deal size, and the asset classes you've financed, whether rolling stock, construction, medical, or technology equipment.
Target openings by asset class fit
Equipment finance is highly segmented. A background in transportation or yellow-iron finance won't translate the same way to healthcare or technology lending. Filter openings by the asset vertical your portfolio and relationships are built around to avoid mismatch rejections early.
Apply early to roles that fit
Migrate Mate lists equipment finance sales openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare your credit and structure knowledge
Interviewers regularly test how you structure a deal, price a transaction, or explain residual risk to a prospect. Refresh your working knowledge of yield, advance rates, and simple credit metrics before any interview so you can speak fluently without hesitation.
Document your referral network and channel mix
Hiring managers want to know how you source deals, not just that you close them. On your resume and in interviews, be specific about whether your pipeline comes from vendor programs, direct calls, broker relationships, or inbound referrals, and what percentage each channel contributes.
Follow up with a deal-specific thank-you note
After an interview, send a note that references a specific transaction type or asset class you discussed. Generic thank-you emails are forgettable. One line connecting your experience to a challenge the interviewer raised signals that you listen and think like a producer, not a job seeker.
Equipment Finance Sales Jobs: Frequently Asked Questions
Which companies are hiring the most equipment finance sales professionals?
The companies hiring the most equipment finance sales professionals right now include Fifth Third Bank, Altius Search, and Google, with the largest share of openings in Ohio, Texas, and Arizona, based on current listings on Migrate Mate as of September 2026. Captive lenders tied to manufacturers and independent finance companies tend to post the highest volumes consistently.
How many equipment finance sales jobs are remote?
About 93% of equipment finance sales openings are fully remote or hybrid as of September 2026, reflecting the territory-based nature of most producer roles. Vendor finance and national account roles tied to manufacturer programs are the most likely to offer remote or hybrid arrangements, while direct origination roles often require in-territory presence.
How do you become an equipment finance sales professional?
Start by building foundational knowledge of commercial lending, lease structures, and credit analysis through coursework or entry-level roles in banking or asset-based lending. Move into a junior originator or sales support position at an equipment finance company to learn deal structuring and vertical-specific asset knowledge. Develop a pipeline of vendor or broker relationships over time, and pursue industry credentials such as the Certified Lease and Finance Professional designation to signal expertise to hiring managers.
Can you get an equipment finance sales job with little experience?
Yes, entry points exist even without a direct equipment finance background. Companies with formal training programs often hire candidates from general commercial banking, SBA lending, or B2B sales roles. Emphasize any exposure to credit review, asset valuation, or structured products. Vendor finance programs at manufacturers sometimes hire new-to-finance candidates and train them on proprietary products, making them a practical starting point.
What does the equipment finance sales interview process look like?
Most processes run two to four rounds. An initial screen with a recruiter or HR contact assesses your sales background and compensation expectations. A second conversation with a regional manager or sales director focuses on your origination approach, deal volume, and asset class experience. Final rounds often include a presentation or role-play where you pitch a financing solution, followed by reference checks before an offer is extended.
Where can I find and apply to equipment finance sales jobs?
You can find and apply to equipment finance sales jobs on Migrate Mate, which lists current openings from across the United States. Search the available roles, find the ones that match your experience and target asset class, and apply directly to each listing without leaving the platform.
See All 43 Equipment Finance Sales Jobs
Find roles that match your experience and apply in just a few clicks.
Find Equipment Finance Sales Jobs