Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Manages commercial equipment lease documentation and closing processes from credit approval through funding and post-close resolution. Reviews legal, financial, vendor, insurance, and collateral documents; performs due diligence, data entry, booking, and exception handling. Coordinates with customers, sales teams, vendors, servicing agents, and counsel to meet closing timelines and mitigate risk. Independently tracks workloads, resolves escalated items, supports specialized programs, and may train new hires or contribute subject-matter expertise to projects.

Manages commercial equipment lease documentation and closing activities, ensuring credit conditions, due diligence, vendor records, liens, insurance, funding data, and transaction booking are complete and accurate. Coordinates with customers, vendors, sales, legal counsel, servicing teams, and internal stakeholders to resolve exceptions and meet closing timelines. Supports process improvement, onboarding, training, escalated issue resolution, risk management, and customer experience objectives.

Supports relationship managers and sales efforts by preparing credit applications, gathering customer and vendor documentation, providing quotes, maintaining CRM and forecasting data, and coordinating with internal teams and vendor partners. The role also researches equipment manufacturers and sales channels to support customer acquisition and lending program growth.

Coordinates customer data conversions from legacy platforms to NexLedgr and related systems. Responsibilities include managing conversion timelines, analyzing and validating migration data, executing test conversions, documenting exceptions, gathering customer requirements, supporting implementation and training, and completing pre- and post-conversion quality checks.

Build and manage relationships with mortgage brokers and bankers in the Miami market. Prospect and approve wholesale and correspondent partners, especially in Jumbo, Super-Jumbo, Non-QM, and niche lending. Train partners, structure loans, manage pipelines, support pricing and escalations, develop business through networking and presentations, monitor market trends, and maintain Salesforce data. The role is entirely commission-based and requires an existing book of business and extensive specialized mortgage lending knowledge.

The Credit Administrator oversees credit review processes, loan structuring, and portfolio management for commercial borrowers, ensuring risk is mitigated and quality is maintained.

The Credit Administrator oversees credit reviews and approvals for commercial loans, collaborates with business units, and manages credit risk in a portfolio of borrowers while coaching direct reports.

Senior quota-bearing role responsible for originating, structuring, and closing correspondent clearing relationships with broker-dealers and hybrid RIAs. Own the full sales lifecycle, serve as executive sponsor through due diligence and conversion, build and manage a pipeline, conduct in-person client engagement, represent the firm at events, and maintain Salesforce reporting.