Equipment Finance Funding Manager at Tustin Recruiting

We are seeking a driven and detail-oriented Equipment Finance Funding Manager to join a dynamic finance company specializing in middle-market equipment financing. Based in Lake Forest, CA, this on-site position offers a competitive salary range of $100,000 to $115,000 and the opportunity to play a pivotal role in managing funding processes for commercial equipment transactions. If you have a strong background in finance and a passion for optimizing transaction workflows, this role is perfect for you.

Key Responsibilities

• Manage the funding process for middle-market equipment finance transactions, ensuring accuracy, compliance, and timeliness.
• Review and approve lease and loan documentation, verifying adherence to company policies and industry standards.
• Oversee UCC filings and coordinate with internal teams to resolve conflicts and secure required agreements.
• Liaise with vendors and clients to track and reconcile invoices, proof of payments, and other essential documentation.
• Collaborate closely with sales, credit, and operations teams to streamline transaction workflows and ensure funding readiness.
• Communicate with external stakeholders, including vendors, customers, and third-party service providers, to address documentation and titling needs.
• Maintain detailed funding records and provide regular updates in the CRM system to ensure transparency and accuracy.
• Monitor insurance certificates and confirm compliance with transaction requirements.

Qualifications

• Bachelor’s degree in finance, business, or a related field, or equivalent experience in equipment finance or funding management.
• Strong understanding of middle-market equipment finance and the documentation requirements associated with commercial transactions.
• Experience with UCC filings and lien processes is highly preferred.
• Exceptional organizational skills and attention to detail in managing complex transaction workflows.
• Excellent communication and interpersonal skills for both internal collaboration and external client relations.
• Proficiency in CRM platforms and Microsoft Office Suite, with the ability to adapt quickly to new technologies.

Compensation and Benefits

• Competitive salary ranging from $100,000 to $115,000 annually, based on experience.
• Comprehensive health, dental, and vision insurance to support your well-being.
• 401(k) retirement plan with a company match to help you plan for the future.
• Generous paid time off and company holidays.
• Employee Stock Ownership Plan (ESOP) to build equity over the long term.
• Professional development and training programs to enhance your skills and career trajectory.

This role offers an exciting opportunity to contribute to a leading middle-market equipment finance company while developing your expertise in funding management. Join a team that values precision, collaboration, and exceptional client service.