Credit Operations Lead: Funding & Process Optimization

NewLane Finance; United States; On-site; USD 77,000 - 127,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

401(k) plan with match

Flexible spending

Job summary

NewLane Finance, a leading commercial equipment finance company, seeks a Manager to proactively supervise the Finance Coordinators and optimize the documentation, funding, and contract closing process.

The role partners with Sales, Credit, Operations, and Technology to drive efficiency, accuracy, and superior customer service. It emphasizes mentorship, regulatory compliance, and performance metrics to support growth.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• Minimum of five years of experience in loan processing, documentation review, equipment finance, banking operations, or related operational support.
• Experience reviewing finance agreements, contract documentation, and funding packages preferred.
• Strong interpersonal and relationship-building skills, with the ability to collaborate with customers, vendors, brokers, and internal stakeholders.
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
• Demonstrated ability to manage multiple priorities and deadlines in a fast-paced, high-volume, sales-driven environment.
• Proven ability to work independently, exercise sound judgment, and maintain a high level of accuracy with minimal supervision.
• Strong customer service orientation with a professional and consultative approach to B2B relationships.
• Excellent organizational, analytical, and problem-solving skills, with attention to detail.
• Effective verbal and written communication skills.

Responsibilities

• Lead, coach, and develop the Finance Coordinator team, providing mentorship and guidance to ensure exceptional customer service, efficiency, and consistent departmental execution.
• Oversee day-to-day activities of Finance Coordinators and credit operations, including welcome calls, preparation/distribution of finance agreements, and documentation funding.
• Partner with senior management to identify and implement process improvements across documentation, booking, funding, and servicing workflows.
• Collaborate with Sales, Credit, Operations, and Technology teams to streamline processes and improve communication.
• Drive utilization of technology solutions and automation to optimize workflows, productivity, and scalability.
• Ensure timely transaction status updates to internal stakeholders, vendors, dealers, brokers, and customers.
• Act as escalation point for customers and partners to facilitate complex transactions and closings.
• Ensure all finance agreements and funding packages comply with policies, regulatory requirements, and risk guidelines.
• Monitor quality and metrics; identify gaps and implement corrective actions for accuracy and turnaround times.
• Identify and elevate potential fraud or risks and coordinate with stakeholders to resolve issues.
• Work with Technology to evaluate and enhance systems, reporting, and workflows supporting growth.
• Establish and monitor KPIs for documentation, booking, funding, and customer service.

Skills

Interpersonal skills

Multitasking

Customer service

Communication

Analytical skills

Detail-oriented

Problem solving

Education

Bachelor’s degree in Business, Finance, Accounting, or related field

Tools

Microsoft Office

Job description

NewLane Finance, a leading commercial equipment finance company, seeks a Manager to proactively supervise the Finance Coordinators and optimize the documentation, funding, and contract closing process.

The role partners with Sales, Credit, Operations, and Technology to drive efficiency, accuracy, and superior customer service. It emphasizes mentorship, regulatory compliance, and performance metrics to support growth.