Equipment Finance Loan Fulfillment Team Manager
Core
Lead the Equipment Finance Loan Fulfillment team to oversee pre-closing fulfillment, construction monitoring, and loan documentation for credit products.
Role type
Team Manager for Equipment Finance Loan Fulfillment
Builds
Equipment finance loan documentation, pre-closing and construction monitoring deliverables
Domain
Banking / Commercial Credit / Equipment Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial credit knowledge, regulatory compliance (BSA/AML, OFAC, Flood Regulations), loan documentation expertise, team leadership, process improvement, risk management
Preferred skills
Mentoring, subject matter expertise in fulfillment, industry trend awareness
Technologies
Loan documentation systems
Responsibilities
Supervise team and provide oversight for pre-closing fulfillment and construction monitoring; Manage work distribution and turnaround times for document preparation and funding; Serve as primary contact for business partners on transactional issues; Conduct staff meetings and participate in pipeline calls; Provide training and onboarding for new associates; Contribute to process improvement and risk management strategies; Manage day-to-day production and scheduling; Contribute to hiring and disciplinary responsibilities.
Seniority
Manager, hands-on leadership