Documentation & Funding Manager – Equipment Finance, Capital Markets

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

📋 Description

• Oversee the operations of the Regional indirect business channel, which includes preparing and reviewing documentation, managing funding, and reconciling the general ledger.

• Offer expert knowledge, guidance, and direction to team members across various business channels, including Vehicle Finance, Indirect Finance, Direct Finance, and Capital Markets.

• Collaborate with different departments, team members, and clients to ensure prompt and efficient funding processes.

• Track the daily workload of the team and keep clients informed about the progress of tasks.

• Serve as a liaison between Signature Bank Group Directors and Signature Financial Executive Sales Officers to facilitate transaction workflow and completion.

• Support the VP and Director of Operations in developing and enforcing procedures for the regional direct business channel.

• Suggest improvements to procedures and assist junior staff with escalated issues, troubleshooting, and providing expertise.

• Guide and engage in structuring complex and large transactions in accordance with industry practices, bank standards, and departmental procedures.

• Review and negotiate modifications to documentation requested by clients.

• Authorize high-level funding and documentation exceptions and waivers while ensuring adherence to internal policies.

• Conduct quality control checks on transactions reviewed or prepared by junior documentation specialists.

• Calculate Executive Sales Officer Incentive Credits and report findings to SF Executive Management and Signature Bank finance.

• Make decisions utilizing independent judgment and discretion; analyze and troubleshoot problems effectively.

• Oversee employment matters, performance evaluations, staff development and training, disciplinary actions, succession planning, and compliance obligations.

• Execute special projects and undertake additional responsibilities as necessary.

• Ensure compliance with relevant federal, state, and local laws and regulations.

⛳️ Requirements

• Bachelor's Degree (4 years or equivalent experience).

• A minimum of 6 years of prior banking and/or finance experience in a commercial lending setting.

• Previous management experience is preferred.

• Advanced understanding of lease and loan documentation processing.

• Demonstrated knowledge of the complexities and risks associated with the documentation process.

• Exceptional verbal and written communication skills.

• Capability to communicate effectively with management and Private Client Groups across the Bank.

• Proficiency with industry-related software.

• Competence in Microsoft Word and Excel.

• Ability to modify documents to ensure safety and compliance.

• Skill in building and nurturing effective stakeholder relationships.

• Ability to identify needs and provide customized client solutions.

• Compliance with applicable laws, regulations, policies, standards, and required training is essential.

• Qualified candidates with arrest or conviction records will be considered in accordance with applicable fair-chance laws.

🏝️ Benefits

• Medical, dental, vision, life, and disability insurance.

• Comprehensive leave program.

• Variable incentives, bonuses, commissions, or other awards may be included in total compensation.