Senior Documentation and Funding Officer - Equipment Finance
Core
Senior leader responsible for executing complex commercial loan and lease transactions, managing documentation, funding, and booking activities, and leading the department.
Role type
Senior departmental leader, Documentation & Funding
Builds
Commercial loan and lease transactions
Domain
Equipment Finance, Commercial Lending
Required skills
Commercial loan and lease documentation, Transaction funding, Collateral structures, Operational controls, Workflow management, Leadership and coaching, Process improvement, Risk management, Regulatory compliance, Stakeholder management
Preferred skills
Syndicated transactions, Structured finance, Specialty lending, Audit support, Industry certifications
Technologies
Microsoft Office
Responsibilities
Prepare, review, fund, and book highly complex commercial loan and lease transactions; Serve as backup for the manager managing workflow and approving wires; Act as primary point of contact for internal stakeholders and third parties to clear documentation conditions; Review documents to confirm accuracy and compliance; Serve as escalation point for complex issues; Provide leadership and coaching to less experienced personnel; Establish and maintain departmental controls and quality standards; Lead initiatives for process improvement and operational efficiency.
Seniority
Senior, hands-on IC with leadership responsibilities