Documentation & Funding Manager - Equipment Finance, Capital Markets
Core
Manage operations of the Regional indirect business channel, overseeing documentation preparation, review, funding coordination, and general ledger reconciliation for equipment finance and capital markets.
Role type
Senior IC operations manager (equipment finance & capital markets)
Builds
Transaction workflows and funding processes for regional indirect business channel
Domain
Banking / Equipment Finance / Capital Markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
lease and loan documentation processing, commercial lending experience, transaction structuring, quality control, talent management, regulatory compliance, financial analysis, Microsoft Word/Excel proficiency
Preferred skills
prior management experience
Responsibilities
Provide oversight of day-to-day operations and administration of Regional Direct business channel functions; Serve as liaison between Bank Directors and Sales Officers regarding transaction workflow; Review and negotiate modifications to client documentation; Approve high-level funding and documentation exceptions; Perform quality control of transactions reviewed by junior specialists; Calculate Executive Sales Officer incentive credits; Manage talent functions including employment, performance evaluations, training, and succession planning
Seniority
Senior, hands-on IC with team leadership