Senior Operations Officer I


Our client is a large bank equipment finance company seeking to hire a Sr. Operations Officer I. This position is responsible for assigning and monitoring the daily workflow and distribution for their functional area, ensuring the required documentation preparation, transaction processing and servicing system boarding is completed, meeting all Service Level Goals. Provides a broad range of operational support to Relationship Managers, Business Development Officers and officers and is responsible for first point of escalations with internal and external partners, as well as operational effectiveness for own functional area. May be granted, Booking and Signing Authority for multiple product types and non-standard transactions. Provides training and subject matter expertise to operations specialists.

Job Requirements:

Depth & Scope:

  • Serves as an expert in operational function and performs end-to-end activities
  • Requires a comprehensive understanding of a range of product and services, processes, procedures, systems and concepts within their own and related areas of specialty, and where transactions could be characterized by high complexity and risk
  • Acts as a deep subject matter process expert in a range of technical processes and procedures through job related training and considerable on the job experience to perform a range of work assignments
  • Contributes deep technical knowledge to internal/external stakeholders
  • Focus of work is weekly, monthly and/or longer with addition of ad-hoc and initiative-based requests, as required
  • Requires expert process management knowledge, through job related training and considerable on the job experience to lead a range of work assignments
  • Requires advanced knowledge of the business unit / operational functions and interaction points with other related areas as well as regulatory issues/ requirements for jurisdictions supported
  • May involve cross-functional teams across the bank and/or involving external contacts


  • High School diploma
  • Undergraduate degree/ college diploma preferred
  • 4+ years relevant experience

Preferred Qualifications:

  • Leasing experience highly desired
  • Demonstrated analytical capabilities
  • Ability to work with Large Corporate Customers
  • Exceptional communication skills – both written & verbal
  • nCino & LeaseWorks Systems experience

Please Contact Scott Preiser-SVP, Client Partner/Recruiter for more information about this opportunity.
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Terry Mulreany
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