Documentation Manager

Commercial Funding Partners; Draper (UT); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Remote/hybrid options

Bonuses

Performance incentives

Leadership growth

Job summary

Commercial Funding Partners is seeking a seasoned Vice President of Documentation to lead the end-to-end documentation and funding execution for equipment financing. The role partners with Sales, Credit, Operations, and vendors to ensure precise, compliant documentation and timely funding.

You will manage hands-on document preparation, risk mitigation, and continuous workflow improvements while driving cross-functional collaboration and scalable processes across a national platform.

Qualifications

• 5+ years in equipment leasing, commercial finance, or lease documentation.
• Experience creating, reviewing, and closing complex financial transactions.

Responsibilities

• Oversee the preparation, review, and execution of lease and loan documentation.
• Ensure transactions align with credit terms, funding conditions, and policies.
• Serve as the final documentation authority prior to funding.

Skills

Leadership

Strategic thinking

Documentation management

Process improvement

Cross-functional collaboration

Attention to detail

Problem-solving

Communication skills

Tools

DocuSign

Salesforce

CRM systems

MS Excel

MS Word

Outlook

Job description

Job Title: Vice President of Documentation - Equipment Financing

Company: Commercial Funding Partners

Location: Draper, UT

Job Type: Full-Time

Compensation: Salary D.O.E. + Performance Incentives

About Commercial Funding Partners

Commercial Funding Partners (CFP) is a national leader in equipment leasing and vendor finance solutions. We specialize in delivering fast, flexible funding to businesses across a wide range of industries. As we continue to scale, we are seeking a seasoned Vice President of Documentation to lead and oversee our documentation and funding execution process with precision, efficiency, and compliance.

Role Overview

The Vice President of Documentation plays a critical leadership role in ensuring all transactions are documented accurately, compliantly, and efficiently to support timely funding. This position owns the end-to-end documentation function and serves as a key partner to Sales, Credit, Operations, vendors, and funding sources.

You will be responsible not only for hands-on document preparation and review, but also for process oversight, risk mitigation, and continuous improvement of documentation workflows as the company grows.

Key Responsibilities

• Oversee and manage the preparation, review, and execution of all lease and loan documentation
• Ensure all transactions align with approved credit terms, funding conditions, and internal policies
• Serve as the final documentation authority prior to funding

Process & Compliance Oversight

• Maintain compliance with legal, regulatory, and funding-source requirements
• Review and manage Master Lease Agreements, amendments, schedules, and UCC filings
• Identify and mitigate documentation and funding risks proactively

Cross-Functional Collaboration

• Partner closely with Sales, Credit, and Operations teams to resolve documentation issues efficiently
• Coordinate with vendors, customers, and third-party originators to obtain required documentation and signatures
• Act as a subject matter expert on lease structures and documentation requirements

Operational Excellence

• Ensure accurate tracking, electronic filing, and audit readiness of all documentation
• Support funding execution, collateral verification, and post-closing requirements
• Contribute to workflow optimization, technology adoption, and scalability initiatives

Strategic Contribution

• Assist in developing documentation standards, best practices, and training as the company grows
• Provide leadership insight on documentation, risk management, and process improvements

Qualifications

• Minimum 5+ years of experience in equipment leasing, commercial finance, or lease documentation
• Demonstrated experience creating, reviewing, and closing complex financial transactions
• Strong understanding of lease structures (FMV, $1 Buyout, TRAC, etc.)
• Experience with Master Lease Agreements, amendments, UCC filings, and collateral verification
• Familiarity with credit memos, funding conditions, and risk assessment
• Proficiency in MS Excel, Word, and Outlook
• Experience with DocuSign, Salesforce, or similar CRM/document workflow systems
• Background in risk management or legal review of lease terms preferred
• Exceptional attention to detail with strong organizational and time-management skills
• Excellent verbal and written communication skills
• Ability to handle confidential information with discretion and professionalism
• Proven problem-solver with a proactive, solutions-oriented mindset
• Competitive salary D.O.E.
• Performance-based bonuses and incentives
• Flexible work arrangements (remote/hybrid options based on qualifications)
• Collaborative, entrepreneurial work environment
• Opportunity to play a key leadership role in a growing national platform