Ensure timely, accurate documentation flow and maintain organized records across fundings and portfolio activities
Prepare, review, and validate Capital Markets documentation and pricing (including lease, tax-oriented, and portfolio transactions) to ensure accurate funding proceeds while protecting Verdant’s rights and obligations
Manage assigned asset activity, including contract changes, funding transactions, account monitoring, payoffs, and timely closeout, ensuring compliance with insurance, audit, and assignment requirements
Confirm accurate booking, post-sale servicing, and portfolio data by reconciling servicer reports and supporting Funding Partner reporting needs in coordination with IT
Research, analyze, and respond to customer, Funding Source, and internal inquiries, driving timely issue resolution and data accuracy
Act as a cross-functional liaison among Sales, Credit, Operations, Accounting, Customers, Funding Sources, and Third-Party Servicers, prioritizing and managing requests effectively
Support syndication systems, migrations, acquisitions, and sales self-syndication efforts; contribute to special projects and maintain current industry and job knowledge
Coordinate and distribute closing documentation to Operations and Accounting to support timely and accurate project closings
Notify internal and external stakeholders of upcoming fundings and ensure clear communication throughout the funding process

Bachelor’s degree preferred or equivalent combination of education and relevant professional experience
4-6+ years of relevant financial services operations experience
Demonstrated proficiency in Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint
Effective written, verbal, and listening communication skills
Strong organizational skills with attention to detail and accuracy
Ability to manage multiple tasks and priorities concurrently and meet established deadlines
Ability to understand, follow, and apply company policies, procedures, and regulatory requirements

Medical, Dental, Vision, and Life Insurance
Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

Program Manager – Capital Markets

Key skills