文档与资金经理 - 设备金融，资本市场
Documentation & Funding Manager - Equipment Finance, Capital Markets
职位名称
文档与资金经理 - 设备融资，资本市场
工作地点
全美，MI 48098
职位概述
文档与资金经理负责管理区域间接业务渠道的运营，包括文档准备、审核和资金协调。
岗位职责：
- 负责区域直接业务渠道的日常运营和管理，包括文档准备、文档审核、资金和总账对账。为部门内部及外部其他 SF 业务渠道（包括车辆融资、间接融资、直接融资和资本市场）的员工提供专业知识、指导和方向。
- 与其他部门、团队成员和客户合作，确保资金流程及时高效。确保团队工作每日完成，并通知客户进展情况。
- 作为 Signature Bank Group 董事与 Signature Financial 执行销售官员之间的直接联络人，涉及交易流程和完成情况。
- 协助副总裁、运营总监制定并执行针对区域直接业务渠道的具体流程。建议当前流程的改进方案。协助初级员工处理升级的问题、排查故障并提供专业支持。
- 提供指导并参与根据行业惯例、银行标准和部门流程构建复杂和大额交易。
- 审核并协商客户提出的文档修改要求。基于对行业的整体了解以及对客户财务实力和弱点的深入理解做出决策。
- 批准高级资金和文档例外情况及豁免，同时保持与内部政策和流程的一致性。
- 对由初级文档专家审核和准备的交易进行质量控制。
- 计算执行销售官员激励积分（佣金），并向 SF 执行管理层以及 Signature Bank 财务部门提供报告。
- 独立判断和谨慎决策。
- 分析并解决问题。
- 负责人才管理职能，包括：招聘、绩效评估、员工发展/培训、纪律处分、继任计划。
查看英文原文
Position Title
Documentation & Funding Manager - Equipment Finance, Capital MarketsLocation
Nationwide, MI 48098Job Summary
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.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. Ensure team workload is completed daily and clients are informed of progress.
- Serve as a direct liaison between Signature Bank Group Directors and Signature Financial Executive Sales Officers as it relates to transaction workflow and completion.
- Assist 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.
- Responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.
ADDITIONAL ACCOUNTABILITIES
- Performs special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
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.
- Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
- Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
- Physical demands (ADA): No unusual physical exertion is involved.
Flagstar is an Equal Opportunity Employer
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
Pay Range
$94,536.00 - $143,016.00Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.
Originally posted on Himalayas