VP of Documentation Compliance

Overview

The Vice President of Documentation Compliance is responsible for ensuring the accuracy, integrity, and financial strength of all lease and funding documents issued to customers. This role involves reviewing documentation with a focus on deal economics, identifying opportunities to enhance terms, and serving as a compliance safeguard throughout the documentation process.

This position requires hands-on experience with cross-border leasing in Canada and Mexico, including full ownership of Mexican funding mechanics and a thorough understanding of the differences between U.S. and Mexican leasing practices. The role collaborates closely with in-house and outside legal counsel to structure deals and improve the organization's position.

Additionally, this role acts as the designated backup for Capital Markets, providing critical support for a high-capacity function without secondary coverage.

This position supports organizational growth and is designed to evolve into a broader leadership role, including potential responsibility for document approvals and team management within the Documentation team.

Responsibilities

Documentation Review & Deal Economics

• Review every lease and funding document prior to execution to ensure accuracy, completeness, and proper documentation.
• Proactively identify and recommend changes to strengthen the organization's position and maximize lease economics.
• Ensure contract terms and conditions adequately protect against financial, technical, and commercial risks.
• Troubleshoot contract-related issues and disputes as they arise.

Customer & Deal Support

• Engage directly with customers on redlines, negotiations, and documentation inquiries.
• Manage documentation-related customer onboarding to ensure a smooth and professional experience.
• Build strong relationships with customers and counterparties to uphold risk management, quality, and service standards.

Cross-Border Leasing (Canada, Mexico, and Other Countries)

• Serve as the subject matter expert on Canadian and Mexican lease structures, managing these transactions end-to-end.
• Apply a clear understanding of Mexican funding mechanics and the key differences between U.S. and Mexican leasing.
• Collaborate with in-house and outside counsel across the U.S., Canada, and Mexico to structure deals, resolve issues, and enhance the organization's position.
• Support expansion into additional countries by working with legal teams to ensure compliant documentation.

Compliance & Risk Oversight

• Review documentation to ensure compliance with company policies, applicable laws, and regulatory requirements.
• Stay informed on relevant legal, business, and technical regulations and update documentation practices accordingly.
• Maintain and improve documentation templates, procedures, and controls.

Capital Markets Backup

• Act as the designated backup for Capital Markets, maintaining sufficient knowledge to provide coverage during absences or peak periods.
• Support funding-related documentation review with an understanding of how deal structure affects fundability and pricing.

Team Leadership & Culture

• Manage and mentor the Documentation team, fostering a collaborative and high-performing culture.
• Develop team members into autonomous and capable contributors through coaching and delegation.
• Assume responsibility for document approvals and daily team management if there are changes in Documentation team leadership.

Cross-Functional Collaboration

• Collaborate positively with other departments to find optimal solutions for customers and the organization.
• Provide knowledge transfer, training, and documentation expertise across business units.
• Perform other duties and responsibilities as assigned.

Requirements

• Minimum 10 years of experience in asset-based lending and equipment financing lease documentation.
• Direct experience with Canadian and Mexican lease transactions, including Mexican funding processes and structures.
• Strong financial acumen with the ability to identify and structure economics beneficial to both customers and the organization.
• Experience working with in-house and outside counsel on deal structuring and negotiation.
• Bachelor's degree in Business, Finance, or a related field.
• Ability to work independently and manage a team.
• Strong knowledge of documentation requirements and regulations for asset-based lending and equipment financing lease transactions.
• Excellent organizational skills and attention to detail.
• Ability to work under pressure and meet tight deadlines.
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office, especially Outlook, Word, and Excel.

Preferred Qualifications

• Experience or exposure to Capital Markets or funding functions.
• Juris Doctorate degree.
• Experience with Salesforce, including data automation.
• Experience with lease accounting software and documentation systems.

Location

This role involves cross-border leasing responsibilities including Canada, Mexico, and potentially other countries. Specific location details are not provided.