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VP, Documentation

VP, Documentation

Job ID 
Job Locations 
US-UT-Cottonwood Heights
Job Type 
Regular Full-Time

More information about this job


BofI Federal Bank [NASDAQ: BOFI] branchless, online bank that is one of the fastest growing banks in the nation. We are rated in the top 5 of online banks in the country! It's a great time to join BofI as we move forward with continued innovation of the industry. 


Serve as Vice President, Documentation for the Bank's Equipment Finance team.  Ensure that administrative duties and other tasks are handled by the documentation team.

  • Oversee the preparation, review and finalization of equipment finance/lease documentation packages
  • Negotiate master lease and schedule documentation with in-house counsel
  • Coordinate preparation of commitment, proposed lease and cover letters
  • Oversee and review third party funding packages, including indirect documents and funding processes
  • Review UCCs for filing in appropriate jurisdiction
  • Review and oversee documentation requirements for end of term, buyouts, wraps, and paid-in-full transactions
  • Order UCC searches, partial releases and proper authorizations
  • Order insurance certificates, review for additional insureds and coverage
  • Follow up, review and complete additional tasks for documentation managers

Key Skill Sets or Knowledge Requirements:

  • Aspire software knowledge/experience
  • Proficient in Microsoft Word, Excel and other programs
  • Organized in meeting time constraints while detail oriented and follow through successful
  • Excellent communication skills
  • Leadership and/or management skills
  • Customer centric
  • Knowledge and experience in bank environment
  • Equipment finance/lease documentation process and required filings experience

Desired Career Experience & Education Requirements:

  • Bachelor's Degree
  • 4+ years of equipment finance/leasing documentation experience
  • 1+ year experience leading or managing others

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.


The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.


Equal Employment Opportunity:

BofI Federal Bank is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.