VP of Documentation Compliance

What You Will Do

• Documentation Review & Deal Economics
• Review every lease and funding document issued to a customer prior to execution, ensuring accuracy, completeness, and proper documentation.
• Proactively identify and propose changes that strengthen the company’s position and maximize lease economics wherever possible.
• Ensure appropriate contract terms and conditions are in place to protect and mitigate financial, technical, and commercial risk.
• Troubleshoot contract-related problems and disputes as they arise.
• Customer & Deal Support
• Work directly with customers on redlines, negotiations, and documentation questions.
• Own documentation-related customer onboarding, ensuring a smooth, professional experience.
• Build strong working relationships with customers and counterparties to protect risk, quality, and service standards.
• Cross-Border Leasing (Canada, Mexico, and other countries)
• Serve as the subject matter expert on Canadian and Mexican lease structures, owning these transactions end-to-end.
• Apply a clear, working understanding of Mexican funding mechanics and the material differences between U.S. and Mexican leasing practices.
• Partner with our in-house attorney and outside counsel across the U.S., Canada, and Mexico to structure deals, resolve issues, and improve the company’s position.
• Support our continued expansion into other countries and work with legal to compliant documents.
• Compliance & Risk Oversight
• Review documentation to ensure compliance with company policy, applicable law, and regulatory requirements.
• Stay current on relevant legal, business, and technical rules and regulations, applying changes to documentation practices as needed.
• Maintain and evolve documentation templates, procedures, and controls.
• Capital Markets Backup
• Serve as the designated backup for Capital Markets, maintaining sufficient working knowledge to step in during absences or high-volume periods.
• Support funding-related documentation review with an understanding of how deal structure impacts fundability and pricing.
• Team Leadership & Culture
• Manage and mentor the Documentation team, fostering a strong, collaborative culture.
• Develop team members into more autonomous, capable contributors through coaching and delegation.
• Other Duties and Responsibilities
• In the event of any change to the Documentation team's leadership structure, assume responsibility for document approvals and day-to-day team management.

What You Bring

• 10+ years of experience in asset-based lending and equipment financing lease documentation.
• Direct experience with Canadian and Mexican lease transactions, including Mexican funding processes and structures.
• Strong financial acumen, with a demonstrated ability to identify and structure economics that benefit both the customer and the company.
• Experience partnering with in-house and outside counsel on deal structuring and negotiation.
• Bachelor's degree in Business, Finance, or a related field.
• The ability to work independently and manage a team.
• Strong knowledge of documentation requirements and regulations for asset-based lending and equipment financing lease transactions.
• Excellent organizational skills and attention to detail.
• Able to work under pressure and meet tight deadlines.
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office, particularly Outlook, Word, and Excel.

Preferred Qualifications

• Exposure to or experience within a Capital Markets or funding function strongly preferred.
• Juris Doctorate.
• Experience with Salesforce, including data automation.
• Experience with lease accounting software and documentation systems.