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 Apply tot his job Apply To this Job