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)
Builds
Funding transactions and documentation packages for clients
Domain
Banking / Equipment Finance / Capital Markets
Required skills
lease and loan documentation processing, commercial lending experience, general ledger reconciliation, transaction structuring, quality control, talent management, regulatory compliance, Microsoft Word/Excel proficiency
Preferred skills
prior management experience
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Provide oversight of day-to-day operations for documentation and funding; Serve as liaison between bank directors and sales officers; Review and negotiate documentation modifications; Approve funding exceptions and waivers; Perform quality control on junior staff work; Calculate executive sales officer incentive credits; Manage talent functions including hiring, performance evaluations, and training.
Seniority
Senior, hands-on IC with management responsibilities