Director, Documentation and Operations, Equipment Finance
Forbright BankLocation not specified
Full Time
Posted February 25, 2026
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Job Description
The Director of Documentation and Operations is responsible for designing, managing, and scaling the operational infrastructure of the Bank's Equipment Finance platform, overseeing transaction lifecycle processes from credit approval to end-of-term resolution, and leading a team to ensure compliance, efficiency, and alignment with the bank's growth and risk management strategies.
Key Responsibilities
- Design, build, and manage the operational infrastructure of the Equipment Finance platform
- Oversee documentation, funding, booking, and servicing coordination of transactions
- Implement systems and internal controls for transaction lifecycle management
- Develop and execute scalable operational strategies supporting origination, syndication, credit, and portfolio management
- Recruit, lead, and manage a high-performing documentation and operations team
- Collaborate with Credit, Legal, Risk, Portfolio Management, Treasury, Accounting, and Compliance teams to ensure proper transaction structuring, documentation, funding, and servicing
Requirements
- The candidate must have experience in designing, building, and managing the full operational infrastructure of a bank's Equipment Finance platform, including responsibility for documentation, funding, booking, servicing coordination, systems implementation, internal controls, and end-to-end transaction lifecycle management.
- The candidate must have the ability to develop and execute a scalable operational strategy that supports origination, syndication, credit, and portfolio management activities.
- The candidate must have experience recruiting and managing a high-performing documentation and operations team responsible for transaction flow from credit approval through documentation, closing, funding, booking, servicing, and end-of-term resolution.
- The candidate must work closely with Credit, Legal, Risk, Portfolio Management, Treasury, Accounting, Compliance, and Management to ensure transactions are properly structured, documented, funded, and serviced in alignment with the Bank’s credit policy, regulatory requirements, operational standards, and growth objectives.
- The candidate must be able to perform duties in an office setting, with the possibility of remote work at management discretion, and be capable of remaining in a stationary position for extended periods.
- The candidate must have the ability to use hands and fingers to operate technology or office machinery such as printers and scanners, and communicate clearly verbally and in writing with others.
Benefits & Perks
Comprehensive health, dental, and vision plans
4 weeks PTO
401k company match
Metro SmartTrip benefits
Remote or hybrid work schedules for most positions
Incentives for purchasing solar panels, electric vehicles, biking to work, etc.
Paid subscriptions to Veterans Compost, Capital Bikeshare, Imperfect Foods reimbursement
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