• 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