Documentation & Funding Manager - Equipment Finance, Capital Markets

About the role

The Documentation & Funding Manager is responsible for managing operations of the Regional indirect business channel as it relates to documentation preparation, review and funding coordination.

Responsibilities

• Provides oversight of the day‑to‑day operation and administration of the Regional Direct business channel functions, including documentation preparation, documentation review, funding, and general ledger reconciliation.
• Provides subject‑matter expertise, guidance, and direction to SF employees within and outside the department regarding other SF business channels (Vehicle Finance, Indirect Finance, Direct Finance, Capital Markets).
• Works with other departments, team members, and clients to assure a timely and efficient funding process.
• Ensures team workload is completed daily and keeps clients informed of progress.
• Serves as a direct liaison between Signature Bank Group Directors and Signature Financial Executive Sales Officers concerning transaction workflow and completion.
• Assists the VP, Director of Operations in creating and enforcing procedures specific to the regional direct business channel and recommends potential improvements to current procedures.
• Assists junior staff with escalated issues, troubleshooting, and provides expertise.
• Provides guidance and participates in structuring complex and large transactions in accordance with industry practices, bank standards, and departmental procedures.
• Reviews and negotiates modifications to documentation requested by clientele, making decisions based on industry knowledge and an understanding of the client’s financial strengths and weaknesses.
• Approves high‑level funding and documentation exceptions and waivers while maintaining consistency with internal policies and procedures.
• Performs quality control of transactions reviewed or prepared by junior documentation specialists.
• Calculates Executive Sales Officer Incentive Credits (commission) and provides reporting to SF Executive Management and the Signature Bank finance department.
• Uses independent judgment and discretion to make decisions and analyzes and resolves problems.
• Responsible for talent management functions including employment, performance evaluations, staff development/training, disciplinary actions, succession planning, and