Operations & Portfolio Manager – Equipment Finance / Banking (Remote)

Job reputed company We are seeking an reputed company Operations & Portfolio Manager with a background in equipment finance, reputed company lending, loan processing, or portfolio management to reputed company 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 reputed company. This role ensures accuracy, compliance, and reputed company funding of reputed company finance transactions. ResponsibilitiesEquipment Finance & Deal Processing • reputed company deal entry and loan documentation review • Ensure accurate data entry into CRM systems (Zoho preferred) • Coordinate with sales, reputed company, and funding partners • Manage funding checklists and ensure reputed company deal funding • Generate operational and portfolio performance reports Insurance Verification & Compliance • Review Certificates of Insurance (COIs) • Verify lienholder and loss payee requirements • reputed company 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 reputed company • 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 reputed company • Monitor equipment tracking alerts • Reconcile GPS billing and vendor invoices • Support compliance tracking for leased or financed equipment Funder & Portfolio Coordination • Maintain funder reputed company 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, reputed company lending, loan processing, or financial operations • Experience with UCC filings, lien management, and title coordination • Knowledge of reputed company insurance verification for financed equipment • Strong understanding of funding processes and documentation compliance • Experience with CRM systems (Zoho, reputed company, 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 • reputed company phone and video reputed company required Application Instructions Please submit your resume highlighting experience in equipment finance, reputed company 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? (reputed company/No – Required) • Have you personally reviewed and verified Certificates of Insurance (COIs) listing a lienholder or loss payee? (reputed company/No – Required) • Are you available to work 8:00 AM – 5:00 PM CST daily and maintain reputed company phone and video availability? (reputed company/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