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

Mak Global Corporation • Full-time • Remote (US) • $55k - $75k / year • 6h ago

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