Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Aidan O'Leary

Greenland,USA

Summary

Results-driven commercial equipment finance professional with six years of experience originating, analyzing, managing, and funding over 4,300 transactions totaling more than $40 million. I thrive in high-volume prospecting environments (100+ calls per day) and embrace challenges in transforming underperforming accounts into reliable revenue streams. My ability to build trust-based relationships with clients and vendors supports my success. With a keen focus on understanding credit policies and market dynamics, I craft creative deal structures and financing solutions tailored to diverse commercial financing needs. I am competitive, coachable, and dedicated to delivering strategies that foster growth, ultimately building lasting relationships across diverse backgrounds, while enhancing the businesses I support.

Overview

6
6
years of professional experience

Work History

Retention Account Manager

Amur Equipment Finance
Dover, USA
01.2025 - 04.2025
  • Drove rapid growth and client reactivation in a high-volume commercial equipment finance portfolio.
  • Originated and financed deals across various industries including commercial trucks and vehicles, industrial machinery, and office furniture.
  • Rebuilt trust with over 600 underperforming accounts, consistently submitting 25-30 applications per month.
  • Retained high-value clients through proactive communication and tailored financing structures.
  • Closed and funded 17 transactions totaling over $500K in three months, primarily in trucking and transportation.
  • Managed all stages of the funding process including documentation collection, DocuSign execution, insurance coordination, and titling.
  • Partnered with syndicates to provide situation-specific financing solutions.

Enterprise Project Manager

First Citizens Bank
Portsmouth, USA
03.2019 - 04.2024
  • Oversaw Apple's exclusive commercial equipment finance program, achieving significant territory growth.
  • Managed transitions during acquisitions, ensuring seamless operation as Apple's financing partner.
  • Collaborated with Apple representatives and internal teams to drive consistent growth during my tenure.
  • Recognized multiple times as a top producer for funded volume within the Apple Finance Program.

Business Development Representative

Direct Capital
Portsmouth, USA
11.2018 - 02.2019
  • I launched my career in equipment finance by originating new and repeat business.
  • Developed strong customer and vendor relationships through high-volume prospecting.
  • Gained proficiency in Salesforce for lead management and performance tracking.

Education

Bachelor of Arts - Mass Communication

Merrimack College
North Andover, USA
05-2018

Business Minor - Business Management

Manhattan College
Bronx, USA

Skills

  • Equipment financing
  • Deal structuring
  • Credit analysis
  • Sales prospecting
  • Syndicated lending
  • Account retention
  • Vendor relations
  • Salesforce
  • Customer retention strategies
  • High-volume prospecting
  • Transaction closure
  • Deal origination
  • Team collaboration
  • Client onboarding

References

References available upon request.

Timeline

Retention Account Manager

Amur Equipment Finance
01.2025 - 04.2025

Enterprise Project Manager

First Citizens Bank
03.2019 - 04.2024

Business Development Representative

Direct Capital
11.2018 - 02.2019

Bachelor of Arts - Mass Communication

Merrimack College

Business Minor - Business Management

Manhattan College
Aidan O'Leary
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