Fleet Finance & Insurance Specialist

Description

SelecTransportation Resources (STR) is a diversified transportation platform providing commercial vehicle sales, leasing, financing, and transportation solutions throughout Texas and the Gulf Coast region. Unlike a traditional dealership F&I position, this position will focus and support the fleet medium duty truck sales team

• Commercial truck sales
• Fleet consulting
• Equipment financing
• Leasing programs
• Insurance and protection products
• Portfolio servicing
• Fleet replacement planning

This position serves as a trusted advisor to fleet operators, contractors, municipalities, logistics providers, and transportation companies seeking customized financing and fleet growth solutions.

The Fleet Finance & Insurance Specialist is responsible for structuring, and managing commercial fleet transportation financing and insurance solutions for business customers acquiring light and medium-duty trucks.

This individual will work closely with STR sales teams, fleet customers, lenders, and insurance providers, to deliver financing and insurance solutions that support customer growth while generating profitable portfolio expansion for STR.

The ideal candidate has experience with commercial trucking operations, fleet acquisition, financing, leasing, and transportation-related insurance products.

Key Responsibilities

Commercial Finance & Leasing

Structure and manage:

• Fleet commercial truck loans
• Equipment finance agreements
• TRAC leases
• Finance leases
• Operating leases
• Fleet refinancing programs
• Working capital facilities related to transportation businesses

Support financing opportunities for:

• Class 4-7 medium-duty trucks
• Light Duty Fleets
• Specialized equipment
• Vocational trucks
• Service trucks and utility bodies

Prepare complete lender packages including:

• Financial statement analysis
• Cash flow review
• Tax return analysis
• Borrower interviews
• Collateral analysis
• Credit memorandums

Insurance & Product Sales

Develop and deliver commercial fleet protection solutions including:

• Physical damage coverage
• Commercial auto liability
• GAP protection
• Excess wear protection
• Extended service contracts
• Preventive maintenance programs
• Tire programs
• Telematics solutions
• GPS and fleet tracking solutions
• Asset protection products
• Work directly with agency partners and carriers to secure appropriate coverage and pricing.

Maintain regular customer contact through:

• Fleet reviews
• Account planning
• Annual financing reviews
• Insurance reviews
• Acquisition planning meetings

Requirements

Experience

• Minimum 5 years of experience in one or more of the following: 
• Commercial truck sales
• Fleet management
• Equipment finance
• Commercial lending
• Transportation leasing
• Fleet consulting

Industry Knowledge

• Medium-duty truck markets
• Fleet operations
• Commercial credit underwriting

Financing Knowledge

• Commercial lending
• Equipment finance
• Lease structures
• Credit analysis
• Documentation requirements
• UCC filings

Preferred Qualifications

• Experience financing commercial transportation assets. 
• Existing relationships with transportation lenders and leasing companies.
• Commercial insurance licensing or willingness to obtain.
• Background in trucking, dealership operations, fleet management, or transportation finance.
• Experience with CDK and RouteOne
• Bachelor’s degree in Finance, Business, Transportation, Economics, or related field.