Delivers custom-tailored business solutions to lessors that include developing funding sources and customers, negotiating deals, building balance sheets, initiating funding strategies, and training client staff. Designs and drives marketing programs. Delivers expertise to lessees with respect to: pricing, contract language, financing structure as it relates to accounting and tax treatment, requests for bid, and end of term negotiations. Delivers expertise to vendors with respect to: negotiating program agreements with lessors, requests for bid, and securing funding sources.

Directed a team of 65 specialists and 10 executives while supporting business activities in 25 countries. Managed earning asset portfolio of $13B. Managed the asset management function across four lines of business: small ticket, vendor, bank direct, and structured finance. Led efforts in strategic and succession planning as well as financial product development, working with four presidents at the line of business level. Approved contract pricing and terms for office and medical equipment, vehicles, machinery, aircraft, computer, and other capital equipment with residuals up to $1M. Coordinated audits with internal, external, and regulatory entities.

Managed complex and non-standard deals and forged relationships with new and existing funding sources. Underwrote credit approvals up to $1M. Negotiated contracts and pricing with lessees. Verified accuracy of all closing documentation. Assumed final approval authority on contractual business and legal issues. Performed on-site due diligence to obtain financial information from lessees. Played a key role in integrating Leasetec Corporation into Key Equipment Finance. The transactions in this job covered the spectrum of public and private sector, not-for-profit, and federal government. Trained sales force on new pricing model (from a points in model to an after tax cash flow model).

Assumed responsibilities for underwriting or placing transactions in four lessee sectors: a) private, b) state and local government, c) federal government, and d) non-profit. Managed three finance sales specialists and assisted in quoting rates to end user customers in need of financing. Developed new funding sources. Ensured that deals were properly documented. Led efforts in integrating Unisys Finance Corporation into Leasetec. Provided technical expertise as needed.

Headed activities regarding credit review and approvals, syndications, documentation, funding, and UCC filings. Supervised a staff of six, which included three credit analysts, two documentation specialists, and one UCC coordinator.