Documentation & Funding Manager - Equipment Finance, Capital Markets

Job Responsibilities

• Provides oversight of the day-to-day operation and administration of Regional Direct business channel functions which include documentation preparation, documentation review, funding and general ledger reconciliation.
• Provide subject matter expertise, guidance and direction to SF employees within the department and outside of the department as it relates to other SF business channels including Vehicle Finance, Indirect Finance, Direct Finance, and Capital Markets.
• Works with other departments, team members and clients to assure a timely and efficient funding process.
• Serve as a direct liaison between Signature Bank Group Directors and Signature Financial Executive Sales Officers as it relates to transaction workflow and completion.
• Aid the VP, Director of Operations in the creation and enforcement of procedures specific to the regional direct business channel.
• Recommend potential improvements to current procedures.
• Assist junior staff with escalated issues, troubleshooting and expertise.
• Provide guidance and participate in the structuring of complex, and large transactions in accordance to industry practices, bank standards and departmental procedures.
• Review and negotiate modifications to documentation requested by clientele. Make decisions based on overall knowledge of industry as well as a keen understanding of the financial strengths and weakness of the client.
• Approve high level funding and Documentation exceptions and waivers, while maintaining consistency with internal policies and procedures.
• Perform quality control of transactions reviewed and or prepared by junior documentation specialists.
• Calculate Executive Sales Officer Incentive Credits (commission) and provide reporting to SF Executive Management as well as Signature Bank finance department.
• Uses independent judgement and discretion to make decisions.
• Analyzes and resolves problems.

Job Requirements

• Required Qualifications: Education level required: Undergraduate Degree (4 years or equivalent). Minimum experience required: 6+ Years prior banking and/or finance experience in a commercial lending environment required.
• Preferred Qualifications: Prior management experience.

Job Competencies

• Advanced knowledge of lease and loan documentation processing required, including proven knowledge of the complexities of documentation and risks inherent in the documentation process.
• Excellent verbal and written communication skills.
• Ability to communicate with management as well as Private Client Groups throughout the Bank.
• Proficiency with industry related software required; Proficiency in Microsoft Word and Excel required.
• Ability to make modifications to documents in order to maintain safety and soundness.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.
• Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.