Jobs at Trio Capital

Develops and executes sales strategies to acquire, onboard, and grow equipment dealer and seller partnerships. Manages prospecting, relationship development, sales pipelines, product initiatives, partner communications, and customer escalations. Sells equipment finance and working capital solutions, supports dealer training, attends industry trade shows, and collaborates with marketing and sales leadership on campaigns and product rollouts. Responsible for funding volumes, activated relationships, applications, portfolio performance, and customer satisfaction.

Leads national strategic account acquisition within the equipment finance industry. Identifies and closes manufacturer and major dealer partnerships, develops C-suite relationships, negotiates program agreements, and oversees onboarding. Builds pipelines, forecasts production, presents financing solutions, collaborates with underwriting and internal teams, supports product initiatives, and conducts quarterly account reviews. The role requires 60% domestic travel and expertise in equipment finance, national account sales, program management, and financial pricing.

General career inquiry opportunity for talented individuals to submit an application and stay informed about future openings as the organization grows.

Manage strategic program accounts through the end-to-end application origination process, including application entry, credit decisions, documentation, funding, fraud review, and compliance. Build relationships with account decision-makers, promote financing programs, drive application volume, support customer service and servicing issues, and communicate market intelligence to leadership. The role requires small business lending knowledge and proficiency with Microsoft Office.

Reviews and adjudicates small-business equipment finance applications by analyzing credit reports, financial statements, bank statements, tax returns, and other credit data. Determines applicant creditworthiness, financing size, terms, pricing, and fraud risk within delegated authority. Communicates decisions to partners, collaborates with sales, maintains business relationships, and develops underwriting strategies while working in a fast-paced, high-volume environment.