Equipment Finance / Leasing Relationship Officer

Date: Jun 7, 2025

Location:

New York, NY, US, 10004

Company: Popular

Workplace Type: Hybrid

Equipment Finance / Leasing Relationship Officer

PEF Commercial Banking

We are currently seeking a seasoned EQUIPMENT FINANCE/LEASING RELATIONSHIP OFFICER to join our National Healthcare Commercial Banking team. In this position you will be responsible for developing and maintiaining relationships with commercial customers, corporate accounts, vendor partners and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability, and customer satisfaction.

In This Position, You Will

• Manage customer relationships within an assigned geography as well as developing the portfolio through increasing span of current relationships and searching new business through referrals and COI’s.
• Visit clients and prospective clients regularly, interview and analyze the financial structure of customers and prospects and recommend products or applicable lease structures .
• Gather & analyze financial statements for review and make recommendations regarding credit request.
• Develop and expand relationships to drive profitability.
• Build effective relationships and trust with clients and potential clients by listening to and uncovering their needs and educating them about the bank/leasing products and services that are most appropriate for their situation.
• Build effective relationships within the Bank to work collaboratively with various divisions to achieve various goals.
• Adhere to general bank regulatory procedures including BSA/AML as it pertains to “know your customer.
• Apply newly gained knowledge, skill or technique to current work and share successes with other team members.
• Keep updated on changes to banking/leasing environment, bank/leasing competition and customer's business environment.
  
  

To Be Considered, You Will Need

• Knowledge & experience in equipment finance/leasing industry.
• Responsible for developing new business and providing industry trend insight to senior management, maintaining a high quality equipment financing portfolio.
• Responsible for generating new business through direct calling efforts with vendors and end users.
• Develops and maintains profitable leasing customer relationships.
• Negotiates lease terms and buyouts.
• Has ongoing responsibility for staying abreast of customer’s credit-worthiness & aging.
• Ability to research and analyze financial statements
• Ability to use various interpersonal styles and communication methods, depending on customer and situation, to gain their acceptance of a product or service
• Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes
• Computer literate: fluency in Microsoft Office programs, Excel and Salesforce required carl
• Effective sales ability and persuasiveness
• Effective oral and written communication skills
• Willingness to travel
• Strong interpersonal skills
• Ability to establish and maintain effective work relationships and contacts with professional and business organizations and develop teamwork with co-workers in other related units
• Strong problem-solving, negotiation & follow-up skills
• Performs other duties as assigned.
• Bachelor’s degree in business or related field combined with a minimum of 3 years of experience in equipment finance/leasing.
  
  

Base Salary & Benefits

Our base salary for this position located in New York generally ranges between $105,000.00 and $130,000.00 annually, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.

In addition to salary, Popular's well-rounded benefits package for regular full-time and part-time employees includes a comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

About Us

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at [email protected] . This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com .

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