Commercial Lending Operations Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee documentation and closing activities related to commercial equipment leases.

• Evaluate requests for lease documentation, credit approvals, purchase orders, invoices, and pricing for accuracy and completeness.

• Acquire, assess, and interpret documentation from third-party vendors and customers to ensure due diligence and closing requirements are met.

• Draft and process lease agreements, maintain precise system records, and coordinate the delivery of documentation.

• Manage timelines for closing, funding requirements, insurance verification, lien releases, and transaction bookings.

• Address exceptions, post-closing items, and system alerts within designated service levels.

• Collaborate with customers, vendors, sales teams, servicing agents, legal counsel, and internal stakeholders.

• Assist in process enhancements, special projects, onboarding, training, and resolving escalated issues.

• Foster robust risk management practices and ensure a high-quality customer experience.

⛳️ Requirements

• High school diploma required.

• Minimum of 5 years’ experience in lease documentation, contracts, commercial lending, equipment finance, or similar financial services operations.

• Strong knowledge of documentation, due diligence, funding, and closing processes.

• Exceptional organizational, analytical, and communication skills with a keen eye for detail.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).

• Ability to juggle multiple priorities and work autonomously with minimal supervision.

• Experience in financial services and operational process improvement is preferred.

• A bachelor's degree is preferred.

• Successful completion of a credit check, criminal background check, and pre-employment drug screening, including marijuana screening.

• Verification of employment eligibility through E-Verify/right-to-work requirements.

🏝️ Benefits

• Eligible for an Annual Discretionary Cash Bonus Target of 10%.

• Eligible for an Annual Discretionary Restricted Stock Units Bonus Target of 10%.

• Medical, Dental, Vision, and Life Insurance provided.

• Paid Sick Leave.

• 3 weeks of Vacation.

• Approximately 11 Holidays per year.

• HSA or FSA account options available.

• Additional voluntary benefits.

• 401(k) Retirement Savings Plan with Employer Match Program.

• 529 Savings Plan offered.

• Employee Mortgage Loan Program available.

• Complimentary access to an Axos Bank Account with Self-Directed Trading.