Manager, Operational Excellence

Lead onboarding for new products, programs, national accounts, and syndication partners, ensuring appropriate operational readiness and alignment to business priorities and service standards.

Partner with Sales, Credit, Legal, Operations, Finance, Audit/Funding, and other stakeholders to define workflows, documentation requirements, system impacts, approvals, training, controls, and launch readiness.

Recommend pilot activities, success criteria, and go/no-go decisions; review new program structures to confirm they can be supported efficiently across Operations and Credit.

Ensure applicable policies, standards, documentation requirements, and regulatory obligations, including AML and KYC, are embedded into onboarding processes.

Maintain resourcing plans, management metrics, SLA tracking, and reporting on deliverables, escalations, approvals, outstanding items, and launch progress.

Direct daily onboarding operations, queue management, workflow capacity, service levels, and issue resolution.

Provide practical coaching, development support, and performance feedback while reinforcing accountability, collaboration, and consistent execution.

Work cross-functionally to remove obstacles, resolve escalations, improve service delivery, and support strategic business objectives.

Act as the primary point of contact for onboarding governance, workflow design, due diligence, and transaction readiness for new programs and products.

Support deal review and remediation by working with Credit, Legal, Finance, Audit/Funding, Sales, and other stakeholders to resolve pending items, declines, deficiencies, and transaction issues.

Ensure documentation is complete, signed, properly reviewed, and aligned with credit approval, funding, quality control, and internal control requirements.

Review post-implementation results, assess error trends, and address training, knowledge, or process gaps with the appropriate teams.

Lead process, technology, and operating model improvements that increase efficiency, scalability, quality, risk management, and customer experience across the onboarding lifecycle.

Evaluate and redesign workflows, controls, handoffs, procedures, and service practices to reduce manual effort, eliminate duplication, improve cycle times, and strengthen execution quality.

Partner with business, technology, and operations stakeholders to identify, prioritize, and implement automation, workflow optimization, system enhancement, and digital transformation opportunities.

Establish performance metrics, dashboards, root-cause analysis, and post-implementation review disciplines to measure outcomes and drive sustainable improvement.

Maintain operational standards, procedures, training resources, and governance frameworks that support consistency, compliance, change adoption, and operational readiness.

Bachelor’s degree in business, marketing, or a related discipline is preferred.

Minimum five years of relevant experience in leasing, equipment finance, vendor finance, operations, program implementation, or business onboarding.

Experience leading operational workflows, supporting change initiatives, coaching team members, and driving process improvement in a service-focused environment.

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!

We provide you with the tools and technology needed to delight your candidates and clients!

You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world

Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues

This isn't your typical "corporate" job. We work hard and we have fun!

Build the Future of Banking with Us

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth , community impact , and future-readiness . As the financial landscape evolves, we’re looking for team members who bring:

Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset

Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.

Data Driven – Leverage data and insights to identify, prioritize and improve member experience and business efficiency.

Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Meridian OneCap is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian OneCap.

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