Operations Manager - Equipment Finance Sales Coordinators

This role is responsible for leading and managing a team of Sales Coordinators who oversee the preparation, management and closing of loan and lease transactions within the bank’s Asset Finance division. This includes recruiting, technical and professional training, career planning, performance management, leadership development and recognition. The manager will provide day‑to‑day leadership, support operational excellence, and help ensure transactions are completed accurately, efficiently, and in accordance with established policies and procedures.

The role partners closely with key functional teams, including Sales, Legal, Credit/Underwriting, Quality Control, Risk, and Compliance, to support transactions through the documentation and closing process. The team manages a diverse portfolio that includes larger and more complex collateral transactions, such as corporate aircraft, renewable energy, municipal financing, fleet transactions, and Capital Markets transactions. In addition, this leader will drive strategic process improvement and operational excellence initiatives across the Asset Finance transaction lifecycle, focusing on increasing efficiency, strengthening controls, mitigating risk, enhancing transaction quality, and elevating both employee and customer experiences.

The role will partner closely with the IT Product team to identify, prioritize, and implement system enhancements, support technology initiatives and conversions, and leverage automation and innovation to improve operational performance and scalability. The successful candidate will bring strong people leadership, cross‑functional collaboration, process improvement, and change‑management skills, with a focus on delivering a high‑quality experience for internal partners and customers.

• High school diploma or equivalent 7+ years’ experience in banking operations/financial services industry including management/supervisory experience

• Bachelor’s degree.
• Demonstrated experience leading, coaching, and developing teams in a financial services, commercial lending, equipment finance, or related environment.
• Strong knowledge of loan and lease documentation, transaction closing processes, and operational controls; experience with complex or large‑collateral transactions is preferred.
• Proven ability to collaborate effectively with cross‑functional partners, including Legal, Credit/Underwriting, Quality Control, Risk, Compliance, Sales, and Operations.
• Strong organizational, analytical, and problem‑solving skills, with the ability to manage multiple priorities and complex transactions in a deadline‑driven environment.
• Experience supporting process improvements, system enhancements, implementations, or system conversions in partnership with technology and product teams.
• Strong communication and relationship‑management skills, with the ability to work effectively across multiple levels of the organization.
• Demonstrated commitment to accuracy, operational excellence, risk management, and a high‑quality customer and partner experience.
• Proven success leading continuous improvement initiatives that drive efficiency, quality, scalability, and enhanced customer and colleague experiences.
• Experience leading organizational change initiatives, including process standardization, automation, and adoption of new technologies.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes

Workplace Type:
Office

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in‑office and work from home. Our approach enables our teams to deepen connections, maintain a…