Commercial Lending Operations Lead

United StatesRemoteFull-timelead

OtherOperations Lead

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Quick Summary

Overview

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Commercial Lending Operations Lead based in United States.

Technical Tools

OtherOperations Lead

This role oversees critical documentation and closing activities within commercial equipment leasing and lending operations.
You will ensure transactions meet credit approval conditions, due diligence standards, documentation requirements, and funding criteria.
Working across sales, credit, customers, vendors, legal teams, and internal stakeholders, you will help keep transactions moving efficiently and accurately.
The position combines operational ownership, risk awareness, detailed document review, and customer-focused problem solving.
You will independently manage multiple workflows while resolving exceptions, post-closing requirements, and system alerts within established service levels.
The role also provides opportunities to contribute to process improvements, special projects, training, and escalated issue resolution.
This is a fully remote, full-time opportunity suited to an experienced financial services professional with strong organizational and analytical skills.

Review lease documentation requests, credit approvals, purchase orders, invoices, pricing, and related transaction information for accuracy and completeness.
Obtain, review, and interpret customer and third-party vendor documentation required to satisfy due diligence and closing conditions.
Prepare and process lease documentation while maintaining accurate and complete records within internal systems.
Coordinate closing timelines, funding requirements, insurance verification, lien releases, transaction booking, and other pre-funding activities.
Monitor transactions through completion and resolve exceptions, post-closing requirements, and system alerts within established service-level expectations.
Independently manage assigned workflows while coordinating closely with customers, vendors, sales teams, servicing agents, legal counsel, credit teams, and other internal stakeholders.
Identify potential documentation or process risks and help ensure transactions meet established controls and requirements.
Support operational process improvements, special projects, onboarding activities, training initiatives, and escalated issue resolution.
Contribute to a high-quality customer experience by communicating clearly, maintaining accurate documentation, and facilitating timely transaction completion.

Requirements

~1 min read

High school diploma or equivalent required.
5+ years of experience in lease documentation, contracts, commercial lending, equipment finance, financial services operations, or a related field.
Strong understanding of commercial documentation, due diligence, funding, and closing processes.
Excellent organizational and analytical skills with a high level of attention to detail.
Strong written and verbal communication skills, with the ability to coordinate effectively across customers, vendors, sales teams, legal partners, and internal stakeholders.
Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
Ability to independently manage multiple priorities, deadlines, and transaction workflows with minimal supervision.
Strong problem-solving skills and the ability to investigate discrepancies, resolve exceptions, and escalate issues appropriately.
Experience with financial services operations and process improvement is preferred.
Bachelor’s degree is preferred.
Comfortable working in a structured, risk-sensitive environment where accuracy, compliance, and timely execution are essential.

What We Offer

~2 min read

✓Target base salary of $65,000–$80,000 per year, with actual starting pay based on factors such as location, experience, skills, specialty, and education.

✓Eligibility for an annual discretionary cash bonus target of 10%.

✓Eligibility for an annual discretionary restricted stock unit bonus target of 10%.

✓Discretionary target bonuses may be awarded semi-annually based on achievement of applicable performance goals and targets.

✓Medical, dental, vision, and life insurance.

✓Paid sick leave.

✓Approximately three weeks of vacation.

✓Paid holidays, approximately 11 per year.

✓HSA or FSA options and additional voluntary benefits.

✓401(k) retirement savings plan with employer matching.

✓529 savings plan.

✓Employee mortgage loan program.

✓Access to a self-directed financial account at no cost.