Financial Services Operations Manager

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

📋 Description

• Act as the main contact for lease, contract, and other transaction-related legal documents that support the team.

• Set up, update, and test document tags utilized in lease and loan documentation.

• Verify tag logic and related data mappings.

• Aid in the implementation of new document requirements and enhancements to templates.

• Generate, review, organize, and maintain documentation in accordance with legal, compliance, and operational standards.

• Oversee documentation requirements to ensure that records are thorough, accessible, and ready for audits.

• Conduct quality checks and assist in rectifying any missing, incomplete, incorrectly categorized, or misfiled documentation.

• Provide support for document retention and records management.

• Manage ad hoc projects linked to documentation, systems, compliance, process improvements, or team operations.

• Coordinate project activities, gather requirements, monitor action items, and ensure deliverables are completed.

• Identify opportunities for enhancing operational processes from start to finish.

• Promote consistency, accessibility, and efficiency.

• Develop or revise job aids, templates, trackers, process maps, and standard work instructions.

• Balance regular documentation tasks with shifting priorities and time-sensitive requests.

• Provide support for the Odessa system and assist with operational enhancements.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field with 4 years of experience in leasing and loan operations or documentation, OR a Master's degree OR an MBA with 2+ years of experience.

• Preferred experience with LeaseWave, Odessa, or comparable lease and loan management platforms.

• Relevant certifications (CFA, CPA, or CTP) are preferred.

• Experience collaborating with Legal teams on contract documentation, template management, or records processes.

• Familiarity with DocuSign templates and tagging concepts.

• Experience in metadata management and document repositories.

• Knowledge of SQL, XML, data mapping, or system integrations.

• Understanding of records retention, document governance, compliance, and audit-readiness practices.

• Experience in supporting system implementations, data cleanup, documentation migrations, process improvements, or other operational initiatives.

• Ability to work independently, quickly learn new processes, and adapt to a wide range of team needs.

• Legally authorized to work in the United States.

• Willingness to successfully complete a drug screening, if applicable.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Paid time off.

• 401(k) plan with both employee and company contribution opportunities.

• Life insurance.

• Disability insurance.

• Accident insurance.

• Tuition reimbursement.

• Professional development opportunities.

• Competitive compensation.

• Performance-based incentive compensation, which may include cash bonuses and/or long-term incentives (LTI).

• Drug screening as applicable.

• Relocation assistance is not provided.