Teams at Equify Financial, LLC

Owns revenue recognition and related month-end close activities in a lending and leasing environment. Prepares journal entries, reconciliations, supporting schedules, revenue reporting, and system-to-general-ledger validations under U.S. GAAP. The role investigates variances, supports audits and internal controls, validates system mappings, improves revenue processes, and collaborates with Accounting, Operations, Servicing, IT, and system support teams.

Originates, structures, closes, and manages equipment-secured financing transactions across Florida, Georgia, and South Carolina. Builds relationships with new and existing customers through in-person meetings, phone, email, and social media. Prospects for business, presents tailored financing solutions, meets sales and yield targets, and attends training events, trade shows, and industry conferences.

Drive equipment-finance growth across the Pacific and Northern California region by prospecting, developing client relationships, structuring tailored loan and lease solutions, closing transactions, servicing customers, and meeting sales targets. The role requires travel to customer offices, trade shows, training events, and industry conferences while maintaining expertise in structured equipment finance and regional market opportunities.