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Credit Operations Manager

WSFS Bank
  • Philadelphia, Pennsylvania
  • $77,390–$127,139.75
3 days ago

Job Description

Job Description

NewLane Finance is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "Business Lending Done Right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by WSFS Bank, a $15B financial organization.

NewLane Finance is seeking a manager to proactively manage an engaging operational team whose goals are in line with NewLane's values and service standards. The qualified candidate will assist with the implementation of NewLane's strategic and busines plan, particularly with respect to the development and build out of the documentation, funding and contract closing strategy. This individual will manage the day to day activity of the Finance Coordinators.

Our Values:
  • Integrity
  • Passion
  • Teamwork
  • Commitment to Excellence
  • Inclusion

Essential Duties and Responsibilities:
  • Lead, coach, and develop the Finance Coordinator team, providing ongoing mentorship, performance management, and guidance to ensure exceptional customer service, operational efficiency, and consistent execution of departmental objectives.
  • Oversee the day-to-day activities of the Finance Coordinators and credit operations function, including customer welcome calls, preparation and distribution of finance agreements, collection of required documentation, and facilitation of a seamless documentation, booking, and funding process.
  • Partner with senior management to identify, develop, and implement process improvements across documentation, booking, funding, and servicing workflows to enhance efficiency, accuracy, and customer experience.
  • Collaborate closely with Sales, Credit, Operations, and Technology teams to streamline processes, improve communication, and support organizational goals.
  • Drive effective utilization of technology solutions and automation tools to optimize operational workflows, increase productivity, and improve scalability across the funding and servicing lifecycle.
  • Ensure Finance Coordinators provide timely and accurate transaction status updates to internal Business Development Representatives, equipment vendors, dealers, brokers, and customers throughout the funding process.
  • Serve as an escalation point for customers, Business Development Representatives, dealers, vendors, and brokers, assisting with complex transaction requirements, documentation stipulations, pricing inquiries, and contract terms and conditions to facilitate successful closings.
  • Ensure all finance agreements, funding packages, and supporting documentation are processed in accordance with company policies, procedures, regulatory requirements, and risk management guidelines.
  • Monitor operational quality, identify process gaps, and implement corrective actions to improve accuracy, compliance, turnaround times, and overall service delivery.
  • Identify and escalate suspected fraud, documentation discrepancies, and operational risks to management while partnering with internal stakeholders to resolve issues promptly.
  • Work closely with the Technology team to evaluate, implement, and enhance systems, reporting capabilities, and workflow solutions that support continued growth and operational excellence.
  • Establish and monitor key performance indicators (KPIs) for documentation, booking, funding, customer service, and team productivity to ensure achievement of business objectives and service level standards.

Qualifications & Experience
  • Bachelor's degree in Business, Finance, Accounting, or a related field preferred; equivalent experience will be considered.
  • Minimum of five years of experience in loan processing, documentation review, equipment finance, banking operations, or a related operational support function.
  • Experience reviewing finance agreements, contract documentation, and funding packages preferred.
  • Strong interpersonal and relationship-building skills, with the ability to effectively collaborate with customers, vendors, brokers, and internal stakeholders.
  • Proficient in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
  • Demonstrated ability to manage multiple priorities and deadlines in a fast-paced, high-volume, sales-driven environment.
  • Proven ability to work

Numbers & Facts

LocationPhiladelphia, Pennsylvania
Salary$77,390–$127,139.75

Skills

  • Accountingunmatched
  • Automationunmatched
  • Banking Operationsunmatched
  • Brokerageunmatched
  • Business Developmentunmatched
  • Business Loansunmatched
  • Business Planunmatched
  • Business Servicesunmatched
  • Coachingunmatched
  • Corporate Policiesunmatched
  • Corrective Actionunmatched
  • Customer Escalationsunmatched
  • Customer Experienceunmatched
  • Customer Service Operationsunmatched
  • Customer Support/Serviceunmatched
  • Distribution Channelunmatched
  • Documentationunmatched
  • Documentation Reviewunmatched
  • Emerging Technologyunmatched
  • Financeunmatched
  • Financial Operationsunmatched
  • Fundingunmatched
  • Interpersonal Skillsunmatched
  • Loan Processingunmatched
  • Mentoringunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft Outlookunmatched
  • Microsoft PowerPointunmatched
  • Microsoft Wordunmatched
  • Multitaskingunmatched
  • Operational Supportunmatched
  • Operations Managementunmatched
  • Organizational Skillsunmatched
  • Performance Analysisunmatched
  • Performance Managementunmatched
  • Performance Metricsunmatched
  • Pricingunmatched
  • Problem Solving Skillsunmatched
  • Process Developmentunmatched
  • Process Improvementunmatched
  • Productivity Managementunmatched
  • Quality Monitoringunmatched
  • Regulatory Requirementsunmatched
  • Reporting Skillsunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Service Deliveryunmatched
  • Small Companyunmatched
  • Strategic Planningunmatched
  • Team Playerunmatched
  • Technical Operationsunmatched
  • Time Managementunmatched

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