Program Coordinator

Dext Capital LLC•Lake Oswego, OR

About The Position

Serve as the primary point of contact for new source programs and modifications to existing programs, partnering with Sales from initial request through approval, implementation, and launch. Apply equipment finance industry knowledge to understand proposed program structures, identify operational requirements and risks, and determine how requests differ from Dext standard processes. Conduct upfront due diligence and develop decision-ready recommendations for the Program Management Committee (PMC) and other senior leaders. Drive the decision-making process by identifying required stakeholders and approvals, facilitating discussions, making recommendations within the scope of the role, and following up with senior leaders until outstanding decisions are resolved. Own the end-to-end coordination and implementation of approved programs, maintaining timelines, action items, dependencies, and accountability across Sales, Credit, Legal, Operations, Documentation & Funding, Contract Management, Customer Service, Collections, Finance, and IT. Coordinate the technical and operational implementation of new and modified programs, including Salesforce setup, system integrations, documentation requirements, workflows, policies, controls, reporting, and servicing requirements. Partner with Sales and functional leaders to ensure program requirements and expectations are clearly defined before commitments are made to sources or customers. Maintain program reporting and visibility, including tracking new source and program requests, implementation status, outstanding decisions, action items, risks, and key milestones; provide regular status reporting to the Project Manager, PMC, and senior leadership as appropriate. Ensure approved programs are operationally ready for launch, including accurate system setup, documented procedures, training, communication, and effective handoff to the teams responsible for ongoing execution. Maintain program documentation, guidelines, and source information, and provide ongoing training and communication regarding new programs, program changes, and the source onboarding process. Identify opportunities to improve and streamline source onboarding and program implementation processes and lead other operational initiatives as assigned.

Requirements

Bachelor's degree in business or a related field, or equivalent relevant work experience.
Working knowledge of equipment finance and the origination lifecycle, with the ability to understand how commercial decisions affect downstream operational and servicing requirements.
Demonstrated experience in the equipment finance industry, including familiarity with equipment finance originations, source/vendor programs, credit, documentation, funding, booking, and servicing processes.
Experience leading or coordinating cross-functional program implementations, process changes, or source onboarding initiatives, with demonstrated ability to manage action items, drive decisions, and follow through to completion.
10+ Years experience in the equipment finance industry is required.

Nice To Haves

Proficiency in Salesforce or a similar CRM platform is strongly preferred.
Proficiency in Salesforce or similar CRM platforms, including data governance and reporting.

Responsibilities

Serve as the primary point of contact for new source programs and modifications to existing programs, partnering with Sales from initial request through approval, implementation, and launch.
Apply equipment finance industry knowledge to understand proposed program structures, identify operational requirements and risks, and determine how requests differ from Dext standard processes.
Conduct upfront due diligence and develop decision-ready recommendations for the Program Management Committee (PMC) and other senior leaders.
Drive the decision-making process by identifying required stakeholders and approvals, facilitating discussions, making recommendations within the scope of the role, and following up with senior leaders until outstanding decisions are resolved.
Own the end-to-end coordination and implementation of approved programs, maintaining timelines, action items, dependencies, and accountability across Sales, Credit, Legal, Operations, Documentation & Funding, Contract Management, Customer Service, Collections, Finance, and IT.
Coordinate the technical and operational implementation of new and modified programs, including Salesforce setup, system integrations, documentation requirements, workflows, policies, controls, reporting, and servicing requirements.
Partner with Sales and functional leaders to ensure program requirements and expectations are clearly defined before commitments are made to sources or customers.
Maintain program reporting and visibility, including tracking new source and program requests, implementation status, outstanding decisions, action items, risks, and key milestones; provide regular status reporting to the Project Manager, PMC, and senior leadership as appropriate.
Ensure approved programs are operationally ready for launch, including accurate system setup, documented procedures, training, communication, and effective handoff to the teams responsible for ongoing execution.
Maintain program documentation, guidelines, and source information, and provide ongoing training and communication regarding new programs, program changes, and the source onboarding process.
Identify opportunities to improve and streamline source onboarding and program implementation processes and lead other operational initiatives as assigned.