Conducts equipment research, residual and collateral valuation, market analysis, and portfolio monitoring for equipment finance transactions. Prepares valuation reports for credit review, manages off-lease equipment disposition, and maximizes portfolio value through remarketing, renewals, and early terminations. The role also coordinates with appraisers, remarketers, internal stakeholders, and management while ensuring compliance with credit policies, lease standards, and audit requirements.

The SVP, Regional HOA Account Executive is responsible for business development within the HOA industry, managing relationships and expanding client accounts by cross-selling Bank products and services. Key duties include lead generation, sales tracking, proposal preparation, and ensuring exceptional client onboarding.

Originates and funds self-sourced SBA 7(a) and 504 loans, targeting $10–15M+ annually. Builds referral and client relationships, pre-screens and structures loans, analyzes tax returns and financial statements, partners with underwriting and closing, maintains client communication, and ensures compliance with applicable laws and company policies.