Job Overview
Location
Indiana, USA
Job Type
Full-time
Category
Operations Manager
Date Posted
February 27, 2026
Full Job Description
đź“‹ Description
- • Forbright Bank is seeking a visionary and results-driven Director, Documentation and Operations for its Equipment Finance platform. This pivotal role is responsible for architecting, establishing, and expertly managing the entire operational infrastructure that underpins our growing Equipment Finance business. As the leader in this domain, you will have comprehensive oversight of all critical operational facets, including the meticulous design and execution of documentation processes, the seamless facilitation of funding, the accurate booking of transactions, the efficient coordination of servicing activities, the strategic implementation of essential systems, the robust establishment of internal controls, and the meticulous management of the end-to-end transaction lifecycle.
- • Your primary objective will be to develop and implement a scalable operational strategy that not only supports but actively propels our origination, syndication, credit, and portfolio management functions. This strategy must be designed for growth, ensuring that our operational capabilities can keep pace with and exceed the ambitious targets set by the Equipment Finance division.
- • You will be instrumental in recruiting, mentoring, and leading a high-performing team of professionals dedicated to the documentation and operations of equipment finance transactions. This team will be the engine driving the smooth flow of transactions from the initial stages of credit approval, through the complex processes of documentation and closing, to the critical phases of funding, booking, ongoing servicing, and ultimately, the resolution of transactions at their end-of-term.
- • This leadership position demands a highly collaborative approach. You will work hand-in-hand with key stakeholders across the Bank, including Credit, Legal, Risk Management, Portfolio Management, Treasury, Accounting, Compliance, and senior Management. This cross-functional collaboration is essential to guarantee that every transaction is not only structured optimally but also meticulously documented, accurately funded, and effectively serviced, all while remaining in strict alignment with the Bank’s established credit policies, stringent regulatory requirements, robust operational standards, and ambitious growth objectives.
- • Key responsibilities will include establishing and refining best-in-class documentation standards and templates tailored for equipment finance transactions, ensuring legal compliance and mitigating risk. You will oversee the entire funding process, from verifying documentation completeness to coordinating with Treasury for timely disbursement of funds. The accurate and timely booking of all equipment finance deals into the Bank’s core systems will be under your purview, ensuring data integrity for reporting and analysis.
- • Furthermore, you will be responsible for defining and implementing robust internal controls and operational procedures to safeguard the Bank’s assets and ensure regulatory compliance. This includes developing and maintaining a comprehensive risk management framework for the operations function. You will also play a crucial role in the selection, implementation, and ongoing optimization of technology systems and platforms that support the equipment finance operations, driving efficiency and automation.
- • The Director will champion a culture of continuous improvement within the operations team, encouraging innovation and the adoption of new technologies and processes to enhance efficiency, reduce costs, and improve the client experience. You will be responsible for performance management of the team, setting clear objectives, providing regular feedback, and fostering professional development.
- • This role requires a strategic thinker with a deep understanding of the equipment finance lifecycle and operational best practices. You will be expected to identify potential operational bottlenecks and proactively develop solutions. Your ability to translate business needs into actionable operational plans and to manage multiple priorities in a fast-paced environment will be critical to success. You will also be responsible for managing vendor relationships related to operational systems and services.
- • Ultimately, the Director, Documentation and Operations will be the guardian of operational excellence for the Equipment Finance platform, ensuring its scalability, efficiency, and compliance as Forbright Bank continues its exciting growth trajectory and pursues its mission of building a brighter future for its clients and communities.
🎯 Requirements
- • Proven experience in designing, building, and managing operational infrastructure for a commercial lending or equipment finance platform, including expertise in documentation, funding, booking, and servicing.
- • Strong leadership and team management skills, with a demonstrated ability to recruit, develop, and motivate high-performing operations teams.
- • Deep understanding of equipment finance transactions, including legal documentation, credit policies, regulatory requirements, and risk management principles.
- • Experience with core banking systems, loan origination platforms, and other relevant technologies, with a track record of successful system implementation and optimization.
🏖️ Benefits
- • Competitive salary and bonus structure commensurate with experience and performance.
- • Comprehensive health, dental, and vision insurance plans.
- • Generous paid time off (PTO) and holiday schedule.
- • Opportunities for professional development and career advancement within a growing organization.
Skills & Technologies
Design
Remote
About Forbright Bank
Forbright Bank is a full-service commercial bank headquartered in Chevy Chase, Maryland. Established in 2003 as Congressional Bank, it rebranded in 2022 to emphasize sustainable finance and clean-energy lending. The bank offers personal and business banking, commercial real estate, and specialty lending, focusing on supporting the transition to a low-carbon economy. FDIC-insured and nationally chartered, it operates branches and digital services while targeting clients seeking both traditional banking and environmental impact solutions.
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