Documentation & Funding Manager – Equipment Finance, Capital Markets

Flagstar Bank

. Manage operations of the Regional indirect business channel, including documentation preparation, documentation review, funding, and general ledger reconciliation .

Posted 9/24/2026full-timeRemote • United StatesMid-LevelSenior💰 $94,536 - $143,016 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing operations within the banking and finance sector, particularly in documentation processing, compliance, and stakeholder relationship management. Proven ability to lead teams, improve procedures, and ensure adherence to industry standards and regulations.

Highest-signal resume keywords

Banking And Finance ExperienceLease And Loan Documentation ProcessingManagement ExperienceStakeholder Relationship ManagementCompliance With Laws And Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Documentation PreparationGeneral Ledger ReconciliationTransaction Workflow ManagementQuality ControlProblem Analysis And ResolutionPerformance EvaluationsStaff Development And TrainingDocumentation ReviewFunding ApprovalIncentive Credit Calculation

Soft Skills

Excellent Verbal And Written CommunicationAbility To Build RelationshipsClient Solution DeliveryIndependent Judgment And Discretion

Tools & Technologies

Microsoft WordMicrosoft ExcelIndustry-Related Software

Industry Keywords

Commercial LendingIndirect FinanceDirect FinanceVehicle FinanceCapital MarketsFederal RegulationsState RegulationsLocal Regulations

About the role

Key responsibilities & impact

Manage operations of the Regional indirect business channel, including documentation preparation, documentation review, funding, and general ledger reconciliation
Provide subject matter expertise, guidance, and direction to employees across business channels including Vehicle Finance, Indirect Finance, Direct Finance, and Capital Markets
Coordinate with departments, team members, and clients to ensure timely and efficient funding
Monitor daily team workload completion and inform clients of progress
Liaise between Signature Bank Group Directors and Signature Financial Executive Sales Officers regarding transaction workflow and completion
Assist the VP and Director of Operations with creating and enforcing procedures for the regional direct business channel
Recommend procedure improvements and assist junior staff with escalated issues, troubleshooting, and expertise
Guide and participate in structuring complex and large transactions according to industry practices, bank standards, and departmental procedures
Review and negotiate client-requested documentation modifications
Approve high-level funding and documentation exceptions and waivers while maintaining internal policy consistency
Perform quality control on transactions reviewed or prepared by junior documentation specialists
Calculate Executive Sales Officer Incentive Credits and report to SF Executive Management and Signature Bank finance
Make decisions using independent judgment and discretion; analyze and resolve problems
Manage employment, performance evaluations, staff development and training, disciplinary actions, succession planning, and compliance requirements
Perform special projects and additional duties as required
Maintain compliance with applicable federal, state, and local laws and regulations

Requirements

What you’ll need

Undergraduate Degree (4 years or equivalent)
6+ years prior banking and/or finance experience in a commercial lending environment
Prior management experience preferred
Advanced knowledge of lease and loan documentation processing
Proven knowledge of documentation complexities and risks inherent in the documentation process
Excellent verbal and written communication skills
Ability to communicate with management and Private Client Groups throughout the Bank
Proficiency with industry-related software
Proficiency in Microsoft Word and Excel
Ability to modify documents to maintain safety and soundness
Ability to build and maintain effective stakeholder relationships
Ability to identify needs and deliver tailored client solutions
Ability to comply with applicable laws, regulations, policies, standards, and required training
Qualified applicants with arrest or conviction records will be considered in accordance with applicable fair-chance laws

Benefits

Comp & perks

Medical, dental, vision, life, and disability insurance
Comprehensive leave program
Variable incentives, bonuses, commissions, or other awards may be included in total compensation