Note: The job is a remote job and is open to candidates in USA. Forbright Bank is a nationwide full-service bank and commercial lender dedicated to exceptional client service and innovative financing solutions. The Director of Documentation and Operations for Equipment Finance is responsible for designing and managing the operational infrastructure of the Equipment Finance platform, overseeing documentation, funding, and transaction lifecycle management while leading a high-performing team. Responsibilities • 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 • 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 • 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 • 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 • 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 • 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 Skills • Associate's Degree required; Bachelor's Degree or