Vice President Documentation

Commercial Funding Partners; Draper (UT); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Performance-based bonuses

Flexible work arrangements

Collaborative environment

Job summary

A national leader in equipment financing is seeking a Vice President of Documentation to oversee the documentation process and ensure compliance with legal requirements. The ideal candidate has over 5 years of experience in equipment leasing and possesses exceptional attention to detail and excellent communication skills. This role involves collaborating closely with sales and operations teams while managing risks associated with documentation. A competitive salary is offered along with performance-based bonuses and flexible work arrangements.

Qualifications

• 5+ years of experience in equipment leasing or commercial finance.
• Experience creating and closing complex financial transactions.
• Familiarity with Master Lease Agreements and UCC filings.

Responsibilities

• Oversee preparation and review of lease and loan documentation.
• Ensure compliance with regulatory requirements.
• Support funding execution and collateral verification.

Skills

Expertise in equipment leasing

Strong attention to detail

Excellent problem-solving skills

Proficiency in MS Excel and Word

Exceptional written communication

Tools

DocuSign

Salesforce

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.

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

Application

• If you are an experienced equipment finance professional with a deep understanding of documentation, compliance, and funding execution, and you’re ready to step into a leadership role where your expertise truly matters. We’d love to connect.