Credit Operations Manager

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must remove boilerplate like EEO, etc. Must preserve all substantive info. We need to parse the job description. First paragraph: description of company, mantra, etc. That could be "About the role" or maybe "About the company". The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role (maybe summarizing the role). The description includes: "NewLane Finance is seeking a manager to proactively manage an engaging operational team whose goals are in line with NewLane’s values and service standards. The qualified candidate will assist with the implementation of NewLane’s strategic and busines plan, particularly with respect to the development and build out of the documentation, funding and contract closing strategy. This individual will manage the day to day activity of the Finance Coordinators." That's about the role. Then "Our Values: Integrity Passion Teamwork Commitment to Excellence Inclusion". Could be part of About the role or maybe separate but not required heading. We can include within About the role paragraph. Then "Essential Duties and Responsibilities:" list of duties. That's Responsibilities. Then "Qualifications & Experience" list. That's Qualifications (maybe also Requirements). The instruction includes both Requirements and Qualifications sections. We need to decide what goes where. Typically Requirements could be education/experience, Qualifications could be skills. But we can combine or separate. We have bullet list of qualifications: Bachelor’s degree..., Minimum of five years..., Experience reviewing..., Strong interpersonal..., Proficient in Microsoft Office..., Demonstrated ability..., Proven ability..., Strong customer service..., Excellent organizational..., Effective verbal..., etc. Those are qualifications/skills. Could split: Requirements (education/experience) and Skills (soft/technical). Let's do that. Thus: - About the role: paragraph(s) describing role and company. - Responsibilities:

• list of duties. - Requirements: education and experience (Bachelor's degree preferred; minimum five years experience; experience reviewing finance agreements preferred). Could also include "equivalent experience will be considered". We'll put that. - Qualifications: maybe not needed if we used Requirements for education/experience and Skills for abilities. But we have also "Skills" heading. Let's assign: Requirements: education/experience. Skills: interpersonal, MS Office, ability to manage priorities, work independently, customer service orientation, organizational/analytical/problem-solving, communication. - Benefits: The posting mentions: "The successful candidate will receive competitive compensation, excellent benefits including Health, Dental, Vision, 401k) with match, flexible spending, Life Insurance, Short Term and Long-Term Disability Insurance, generous PTO, and much more…" Also later: "WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays." So we have benefits details. We'll include Benefits section. - Pay: Salary range: "$77,390.00 - $127,139.75". Also note about base pay may vary etc. We'll include Pay section with that range. - Schedule: Not mentioned. No schedule info. So we should NOT include Schedule heading. We must not include boilerplate like EEO, equal opportunity, relocation, etc. Remove those paragraphs. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from duties, qualifications, benefits, pay. We must not repeat job title as heading. Not include. We must not put Job ID/requisition numbers as headings. We must output only HTML fragment, no /, no markdown fences. Thus produce something like:

  About the role

  NewLane Finance is a commercial equipment finance company serving small and mid-size businesses nationwide, with the mantra "Business Lending Done Right". Powered by WSFS Bank ($15B financial organization), the company aims to revolutionize small business lending through technology and a motivated workforce, delivering fair and transparent financing solutions with speed, convenience, and customer service. The role is to manage an engaging operational team of Finance Coordinators, assist in implementing NewLane’s strategic plan—particularly the development and build‑out of documentation, funding, and contract closing strategy—and oversee day‑to‑day activities of the Finance Coordinators.

  Responsibilities

  • Lead, coach, and develop the Finance Coordinator team, providing ongoing mentorship, performance management, and guidance to ensure exceptional customer service, operational efficiency, and consistent execution of departmental objectives.
  • Oversee the day-to-day activities of the Finance Coordinators and credit operations function, including customer welcome calls, preparation and distribution of finance agreements, collection of required documentation, and facilitation of a seamless documentation, booking, and funding process.
  • Partner with senior management to identify, develop, and implement process improvements across documentation, booking, funding, and servicing workflows to enhance efficiency, accuracy, and customer experience.
  • Collaborate closely with Sales, Credit, Operations, and Technology teams to streamline processes, improve communication, and support organizational goals.
  • Drive effective utilization of technology solutions and automation tools to optimize operational workflows, increase productivity, and improve scalability across the funding and servicing lifecycle.
  • Ensure Finance Coordinators provide timely and accurate transaction status updates to internal Business Development Representatives, equipment vendors, dealers, brokers, and customers throughout the funding process.
  • Serve as an escalation point for customers, Business Development Representatives, dealers, vendors, and brokers, assisting with complex transaction requirements, documentation stipulations, pricing inquiries, and contract terms and conditions to facilitate successful closings.
  • Ensure all finance agreements, funding packages, and supporting documentation are processed in accordance with company policies, procedures, regulatory requirements, and risk management guidelines.
  • Monitor operational quality, identify process gaps, and implement corrective actions to improve accuracy, compliance, turnaround times, and overall service delivery.
  • Identify and escalate suspected fraud, documentation discrepancies, and operational risks to management while partnering with internal stakeholders to resolve issues promptly.
  • Work closely with the Technology team to evaluate, implement, and enhance systems, reporting capabilities, and workflow solutions that support continued growth and operational excellence.
  • Establish and monitor key performance indicators (KPIs) for documentation, booking, funding, customer service, and team productivity to ensure achievement of business objectives and service level standards.

  Requirements

  • Bachelor’s degree in Business, Finance, Accounting, or a related field preferred; equivalent experience will be considered.
  • Minimum of five years of experience in loan processing, documentation review, equipment finance, banking operations, or a related operational support function.
  • Experience reviewing finance agreements, contract documentation, and funding packages preferred.

  Skills

  • Strong interpersonal and relationship-building skills, with the ability to effectively collaborate with customers, vendors, brokers, and internal stakeholders.
  • Proficient in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
  • Demonstrated ability to manage multiple priorities and deadlines in a fast-paced, high-volume, sales-driven environment.
  • Proven ability to work independently, exercise sound judgment, and maintain a high level of accuracy with minimal supervision.
  • Strong customer service orientation with a professional and consultative approach to managing business-to-business (B2B) relationships.
  • Excellent organizational, analytical, and problem-solving skills, with exceptional attention to detail.
  • Effective verbal and written communication skills, with the ability to clearly convey information and build credibility with internal and external partners.

  Benefits

  • Competitive compensation.
  • Excellent benefits including Health, Dental, Vision, 401(k) with match.
  • Flexible spending accounts.
  • Life Insurance.
  • Short Term and Long-Term Disability Insurance.
  • Generous PTO.
  • Medical, dental, and vision coverage.
  • 401(k) plan.
  • Life, accident, and disability insurance.
  • Flexible spending accounts (FSAs) and health savings accounts (HSAs).
  • Wellness programs.
  • Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.

  Pay

  Salary range: $77,390.00 – $127,139.75 (individual base pay may vary based on experience, job-related skills, relevant education, geographic location, and other business and organizational needs).

  We must ensure we didn't include Schedule. Also ensure we didn't include any boilerplate like EEO etc. We removed those. Check that we preserved all substantive info: The company description, values maybe omitted? The values were listed but not essential? The instruction says preserve ALL substantive information. Values could be considered substantive. Should we include them? They are part of "Our Values: Integrity Passion Teamwork Commitment to Excellence Inclusion". That is substantive. We could include them in About the role paragraph. Let's add a sentence: "The company’s values are Integrity, Passion, Teamwork, Commitment to Excellence, and Inclusion." Also we missed the sentence: "NewLane Finance is powered by WSFS Bank, a $15B financial organization." Already included. Also we missed: "NewLane Finance is seeking a manager to proactively manage an engaging operational team whose goals are in line with NewLane’s values and service standards." Already included. Also we missed: "Our mantra is 'Business Lending Done Right', and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience and customer service." Already included. Also we missed: "Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers." Could add. Also we missed: "The qualified candidate will assist with the implementation of NewLane’s strategic and busines plan, particularly with respect to the development and build out of the documentation, funding and contract closing strategy." Already. Also we missed: "This individual will manage the day to day activity of the Finance Coordinators." Already. Also we missed: "Our Values: IntegrityPassionTeamworkCommitment to ExcellenceInclusion" (no spaces). We'll add. Also we missed: "The successful candidate will receive competitive compensation, excellent benefits including Health, Dental, Vision, 401k) with match, flexible spending, Life Insurance, Short Term and Long-Term Disability Insurance, generous PTO, and much more…" Already captured. Also we missed: "NewLane Finance is shaping the future of business finance, and we're looking for talented, committed individuals to join our company as we continue to grow our team. We work hard to find the best people, invest in their professional development and encourage “thinking outside the box”. Ultimately, it is our people which will create our success…by helping our customers grow and succeed" This is substantive but maybe could be considered boilerplate? It's about company culture. Might be okay to include in About