Operations & Portfolio Manager – Equipment Finance / Banking (Remote)
Job Summary
We are seeking an experienced Operations & Portfolio Manager with a background in equipment finance, commercial lending, loan processing, or portfolio management to oversee deal execution, funding coordination, insurance compliance, lien filings, and documentation management.
This is a fully remote role requiring consistent availability from 8:00 AM – 5:00 PM CST by phone, email, and virtual meetings.
The Operations & Portfolio Manager is responsible for post-approval deal processing, UCC filings, insurance verification, title management, GPS compliance, funder coordination, and portfolio oversight. This role ensures accuracy, compliance, and timely funding of commercial finance transactions.
ResponsibilitiesEquipment Finance & Deal Processing
• Oversee deal entry and loan documentation review
• Ensure accurate data entry into CRM systems (Zoho preferred)
• Coordinate with sales, underwriting, and funding partners
• Manage funding checklists and ensure timely deal funding
• Generate operational and portfolio performance reports
Insurance Verification & Compliance
• Review Certificates of Insurance (COIs)
• Verify lienholder and loss payee requirements
• Track insurance expirations and renewals
• Coordinate with insurance providers and brokers
• Support insurance claims on financed equipment
UCC Filings & Lien Management
• File and manage UCC-1 filings
• Maintain lien records and releases
• Coordinate titling and lienholder documentation nationwide
• Ensure compliance with state-specific lien regulations
Loan Documentation & Closing
• Prepare and review equipment finance agreements
• Manage e-signature workflows
• Verify funding documentation accuracy
• Maintain organized electronic document storage
GPS Asset Monitoring
• Coordinate ordering and activation of GPS units
• Monitor equipment tracking alerts
• Reconcile GPS billing and vendor invoices
• Support compliance tracking for leased or financed equipment
Funder & Portfolio Coordination
• Maintain funder criteria and approval guidelines
• Communicate with banks and private lenders
• Monitor portfolio performance and funding timelines
• Support collections documentation and compliance tracking
General Operations
• Maintain CRM accuracy
• Identify process improvement opportunities
• Ensure regulatory and internal compliance standards
Experience 3+ years experience in equipment finance, commercial lending, loan processing, or financial operations
• Experience with UCC filings, lien management, and title coordination
• Knowledge of commercial insurance verification for financed equipment
• Strong understanding of funding processes and documentation compliance
• Experience with CRM systems (Zoho, Salesforce, or similar)
• High attention to detail and deadline management
• Strong written and verbal communication skills
• Ability to work independently in a remote environment
Work Requirements
• Fully remote position
• Must be available 8:00 AM – 5:00 PM CST
• Professional phone and video presence required
Application Instructions
Please submit your resume highlighting experience in equipment finance, commercial lending, UCC filings, lien management, or loan processing.
Pay: $55,000.00 - $75,000.00 per year
Benefits:
• Flexible schedule
• Volunteer time off
Application Question(s):
• Do you have hands-on experience filing and managing UCC-1 liens and coordinating equipment titling? (Yes/No – Required)
• Have you personally reviewed and verified Certificates of Insurance (COIs) listing a lienholder or loss payee? (Yes/No – Required)
• Are you available to work 8:00 AM – 5:00 PM CST daily and maintain professional phone and video availability? (Yes/No – Required)
• What CRM systems have you used in a finance or lending environment? Please specify your level of proficiency.
Work Location: Remote
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Apply To this Job
We are seeking an experienced Operations & Portfolio Manager with a background in equipment finance, commercial lending, loan processing, or portfolio management to oversee deal execution, funding coordination, insurance compliance, lien filings, and documentation management.
This is a fully remote role requiring consistent availability from 8:00 AM – 5:00 PM CST by phone, email, and virtual meetings.
The Operations & Portfolio Manager is responsible for post-approval deal processing, UCC filings, insurance verification, title management, GPS compliance, funder coordination, and portfolio oversight. This role ensures accuracy, compliance, and timely funding of commercial finance transactions.
ResponsibilitiesEquipment Finance & Deal Processing
• Oversee deal entry and loan documentation review
• Ensure accurate data entry into CRM systems (Zoho preferred)
• Coordinate with sales, underwriting, and funding partners
• Manage funding checklists and ensure timely deal funding
• Generate operational and portfolio performance reports
Insurance Verification & Compliance
• Review Certificates of Insurance (COIs)
• Verify lienholder and loss payee requirements
• Track insurance expirations and renewals
• Coordinate with insurance providers and brokers
• Support insurance claims on financed equipment
UCC Filings & Lien Management
• File and manage UCC-1 filings
• Maintain lien records and releases
• Coordinate titling and lienholder documentation nationwide
• Ensure compliance with state-specific lien regulations
Loan Documentation & Closing
• Prepare and review equipment finance agreements
• Manage e-signature workflows
• Verify funding documentation accuracy
• Maintain organized electronic document storage
GPS Asset Monitoring
• Coordinate ordering and activation of GPS units
• Monitor equipment tracking alerts
• Reconcile GPS billing and vendor invoices
• Support compliance tracking for leased or financed equipment
Funder & Portfolio Coordination
• Maintain funder criteria and approval guidelines
• Communicate with banks and private lenders
• Monitor portfolio performance and funding timelines
• Support collections documentation and compliance tracking
General Operations
• Maintain CRM accuracy
• Identify process improvement opportunities
• Ensure regulatory and internal compliance standards
Experience 3+ years experience in equipment finance, commercial lending, loan processing, or financial operations
• Experience with UCC filings, lien management, and title coordination
• Knowledge of commercial insurance verification for financed equipment
• Strong understanding of funding processes and documentation compliance
• Experience with CRM systems (Zoho, Salesforce, or similar)
• High attention to detail and deadline management
• Strong written and verbal communication skills
• Ability to work independently in a remote environment
Work Requirements
• Fully remote position
• Must be available 8:00 AM – 5:00 PM CST
• Professional phone and video presence required
Application Instructions
Please submit your resume highlighting experience in equipment finance, commercial lending, UCC filings, lien management, or loan processing.
Pay: $55,000.00 - $75,000.00 per year
Benefits:
• Flexible schedule
• Volunteer time off
Application Question(s):
• Do you have hands-on experience filing and managing UCC-1 liens and coordinating equipment titling? (Yes/No – Required)
• Have you personally reviewed and verified Certificates of Insurance (COIs) listing a lienholder or loss payee? (Yes/No – Required)
• Are you available to work 8:00 AM – 5:00 PM CST daily and maintain professional phone and video availability? (Yes/No – Required)
• What CRM systems have you used in a finance or lending environment? Please specify your level of proficiency.
Work Location: Remote
Apply tot his job
Apply To this Job