Equipment Finance Funding Manager Job at Tustin Recruiting, Lake Forest, CA

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  • Tustin Recruiting
  • Lake Forest, CA

Job Description

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.

Job Tags

Full time, Work at office,

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