Financial Services Operations Manager

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

📋 Description

• Act as the main resource for lease, contract, and other legal documentation related to transactions.

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

• Verify tag logic and the corresponding data mappings.

• Assist in the implementation of new document requirements and improvements to templates.

• Create, review, organize, and maintain documentation in line with legal, compliance, and operational standards.

• Monitor documentation requirements to ensure records are complete, accessible, and ready for audits.

• Conduct quality checks and facilitate remediation for documentation that is missing, incomplete, miscategorized, or misplaced.

• Provide support for document retention and records management initiatives.

• Manage ad hoc projects pertaining to documentation, systems, compliance, process enhancements, or team operations.

• Coordinate project tasks, collect requirements, track action items, and ensure deliverables are completed.

• Identify opportunities for end-to-end improvements in operational processes.

• Develop or revise job aids, templates, trackers, process maps, and standard operating procedures.

• Offer support for the Odessa system and assist in operational enhancements.

• Balance ongoing documentation duties with shifting priorities and urgent requests.

• Collaborate with Legal, IT, and cross-functional business teams to ensure accuracy, completeness, compliance, accessibility, and audit readiness.

⛳️ Requirements

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

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

• Relevant certifications such as CFA, CPA, or CTP are preferred.

• Experience collaborating with Legal teams on contract documentation, template management, or record-keeping processes.

• Knowledge of DocuSign templates and tagging principles.

• Familiarity with metadata management and document repositories.

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

• Knowledge of records retention, document governance, compliance, and practices for audit readiness.

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

• Ability to work autonomously, quickly learn new processes, and adapt across a wide range of team requirements.

• Must be legally authorized to work in the United States.

• GE HealthCare will not sponsor individuals for employment visas, now or in the future.

• Successful completion of a drug screening, as required.

🏝️ Benefits

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

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Paid time off.

• 401(k) plan with opportunities for employee and company contributions.

• Life insurance.

• Disability insurance.

• Accident insurance.

• Tuition reimbursement.

• Opportunities for professional development.

• Engaging and challenging career paths.

• Competitive compensation.