Managing Director, Head of Operations

DUTIES AND RESPONSIBILITIES:

• Strategic Leadership & Platform Development: 
• Develop and execute the strategic vision and annual Business Plan for Equipment Finance Operations, including scalability, systems infrastructure, risk controls, and service level objectives 
• Design and implement comprehensive operational workflows covering documentation, funding, booking, servicing, and transaction lifecycle management 
• Lead implementation, and optimization of core systems including LOS, lease/loan servicing platforms, documentation tools, CRM integrations, and workflow automation 
• Establish KPI dashboards to monitor SLAs, funding timelines, documentation exceptions, booking accuracy, operational risk indicators, and cost per funded transaction 
• Drive continuous process improvement initiatives to reduce cycle times, enhance accuracy, and improve client experience 
• Provide regular updates to Management on operational performance, capacity planning, system enhancements, and risk management matters 
• Continuously seek ways to improve systems, processes, and methodologies.  Create best in-class functions that are adaptable to our dynamic environment 
• Strive to be a leader in adopting a multi-stakeholder approach that is focused on our employees, customers, communities and our environmental footprint alongside a focus on maximizing value for our investors. 


• Documentation & Closing Oversight: 
• Oversee drafting, review, and negotiation coordination of equipment finance documentation, including: Master Lease/Loan Agreements, Master Assignment Agreements (MAA), and syndication/participation agreements, schedules, amendments, participation agreements, assignments, and intercreditor arrangements 
• Ensure all documentation accurately reflects approved credit structures and complies with Bank policy and regulatory standards 
• Direct lien perfection processes including UCC filings, title work, DMV interface, insurance, collateral and aircraft/marine registrations. 
• Establish and maintain documentation templates, playbooks, approval matrices, and quality-control standards 
• Provide subject matter expertise on complex structural, collateral, and documentation issues 
• Ensure documentation and credit files are timely updated and maintained in the Bank’s internal systems in compliance with internal procedures and regulatory guidelines 


• Funding, Booking & Transaction Flow Management: 
• Oversee the entire funding lifecycle, ensuring all conditions precedent are satisfied prior to disbursement 
• Establish and maintain funding authorization and wire control protocols 
• Implement final file review and quality-control procedures to ensure data integrity prior to booking 
• Coordinate accurate booking into the system of record in partnership with Accounting and Finance 
• Ensure proper GL mapping, accrual setup, yield validation, and amortization schedule accuracy 
• Facilitate onboarding of new clients to deposit platforms and treasury systems 
• Serve as escalation point for time-sensitive closing and funding issues 


• Portfolio Operations & Servicing Coordination: 
• Oversee operational processes related to invoicing, payment processing, insurance tracking, tax administration, and covenant monitoring 
• Establish procedures for modifications, extensions, restructures, and amendments 
• Coordinate end-of-term processes including renewals, buyouts, residual management, and asset returns 
• Partner with Portfolio Management to ensure seamless transition from booking through lifecycle monitoring 
• Identify operational risks and trends and escalate appropriately 


• Risk Management & Compliance: 
• Ensure all operational processes comply with the Bank’s credit policy, regulatory guidance, and internal control standards 
• Partner closely with Legal, Compliance, Accounting, Risk, and Internal Audit to maintain strong governance in a regulated bank environment 
• Independently identify, evaluate, and remediate operational and process gaps 
• Implement exception monitoring, reporting, and remediation tracking processes 
• Oversee vendor management, monitoring, and oversight responsibilities related to documentation and servicing providers 
• Perform other duties as assigned 

SUPERVISORY RESPONSIBILITIES:

• Directly supervise syndication, origination, and distribution personnel 
• Establish individual performance goals and KPIs aligned with desk production and profitability objectives 
• Organize and monitor workflow to ensure efficient deal execution 
• Recruit, onboard, and retain highest-caliber professionals 
• Manage employee performance through goal-setting, coaching, and formal evaluations 
• Foster a motivated results-driven and collaborative team environment 

QUALIFICATIONS:

• Associate’s Degree required; Bachelor’s Degree or other advanced degree preferred 
• Minimum of 8 years of experience in equipment finance, commercial lending operations, lease documentation, or related structured finance environment required 
• Minimum of 1 year of manager experience preferred 
• Significant leadership experience managing documentation and operations teams 
• Deep understanding of equipment lease and loan structures, collateral perfection, and secured transactions 
• Strong knowledge of funding controls, booking mechanics, and lease accounting (ASC 842 preferred) 
• Experience implementing or managing core leasing or loan servicing systems 
• Experience working within a regulated banking environment 
• Demonstrated experience and ability to build scalable operational infrastructure 
• High energy, systems-oriented mindset, and ability to operate in a fast-paced growth environment 
• Ability to manage confidential information and exercise sound judgment 
• Proficiency with Microsoft Office tools (Outlook, Word, PowerPoint, Excel)   
• Excellent verbal, written, and interpersonal communication skills   
• Strong organizational skills and attention to detail    
• Outstanding problem-solving and time management skills   
• Self-motivated, self-directed, and results-oriented  
• Adaptable and able to multitask in a fast-paced environment   
• Can work independently and within a team; solution-oriented with a collaborative approach