Documentation Manager – Corporate Asset Finance in Sacramento, California

Documentation Manager -Corp Asset Finance

The Documentation Manager is the head of the documentation team for Corporate Asset Finance (CAF) and oversees the work of the documentation and booking teams, ensuring that all transactions are closed, funded, and booked in accordance with credit approvals and Corporate Asset Finance policies and procedures.

Key Responsibilities and Duties

• Partners with various business lines, such as credit, risk, pricing, legal, tax and asset management to ensure all lease/loan documentation and risk management matters are addressed.

• Reviews incoming documentation packages and prepares commercial documentation related to lease and loan transactions.

• Assists in the closing process on all leases and loan transactions with the customer, investors, internal teams and outside counsel.

• Communicates with external and internal customers as needed. Interacts with loan officers, lending department staff and outside contacts including attorneys, escrow/title companies and insurance agents.

• Ensures that Corporate Asset Finance requirements are adhered to throughout all stages of the lease/loan process; from negotiation to documentation creation and closing.

• Assists sales group in providing expertise for specific transaction structures.

• Attends credit committee meetings.

• Manages performance of team of Documentation and Servicing Specialists through regular, timely feedback as well as the formal performance review process to ensure delivery of high quality commercial operations projects and engagement, motivation, and development of team.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

9PL

Preferred Qualifications

• 15+ years of corporate asset finance/large equipment leasing experience

• Strong knowledge of equipment lease documentation and booking process

• Prior management experience

• Experience implementing and building out processes & procedures

• Strong analytical skills with high attention to detail and accuracy

• Excellent verbal and written communication skills

Posting End Date: 05/13/24

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Company Summary

EverBank provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.

VEVRAA Federal Contractor

Benefits Summary

EverBank is committed to the well-being of its associates. That’s why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. EverBank strives to pay wages competitive with those prevailing in our geographic areas and industry.

EverBank’s Total Rewards package includes superior benefits such as, health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

EverBank prohibits pay discrimination on the basis of any protected characteristic.

EverBank may require a background check as a condition of employment. Qualified applicants with arrest and/or conviction records will be considered in accordance with applicable federal, state, and local laws and regulations, including, but not limited to, any laws and regulations specifically pertaining to banks and federal contractors.

EverBank seeks priority referrals of protected veterans for jobs at all locations within the state.

Pay Range $142,900 to $193,300

EEO Statement

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

Pay Transparency Non-Discrimination Provision

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information. If you believe that you have experienced discrimination, contact OFCCP at 1.800.397.6251. TTY 1.877.889.5627. www.dol.gov/ofccp (https://urldefense.com/v3/__http:/www.dol.gov/ofccp__;!!L8-7AA!WETVLfn333rqXNYi0-qITSUktDEWiFnQqvstF1J-gO8B03ANdCf4ucPkrvzeJpXk8bwyTvLqjEa8-JEpoxwcjXaB$) .

Machine Readable Files

The Transparency in Coverage Final Rules require certain group health plans to disclose on a public website information regarding in-network provider rates and historical out-of-network allowed amounts and billed charges for covered items and services in two separate machine-readable files (MRFs). The MRFs for the benefit package options under are linked below:

Machine Readable Files (MRFs) – Aetna