• Develop and implement the overall credit philosophy, underwriting framework, and risk appetite for the Equipment Finance platform • Establish credit policies, underwriting guidelines, and approval authorities consistent with Forbright Bank’s enterprise risk framework • Ensure disciplined risk selection across equipment types, industries, obligor profiles, transaction structures, and sponsor relationships • Partner with executive leadership to define target markets, concentration limits, return thresholds, and portfolio construction strategy • Monitor macroeconomic trends, industry performance, collateral dynamics, and regulatory developments impacting equipment finance • Maintain strong alignment with regulatory expectations and internal audit standards • Oversee all underwriting activities including new originations, amendments, renewals, and refinancings • Provide final credit review and approval (within authority) on transactions including loans, leases, structured equipment financings, and asset-based structures • Review and challenge underwriting memos, financial models, risk ratings, and sensitivity analyses to ensure accuracy and completeness • Ensure appropriate diligence on obligors, sponsors, collateral, residual values, industry risks, and structural protections • Lead structuring discussions to optimize credit protection, documentation, pricing, and covenant packages • Present and advocate transactions to Credit Committee and senior management • Partner with Portfolio Management to monitor asset quality, trends, and early warning indicators • Oversee risk rating integrity and periodic credit reviews • Proactively identify emerging risks and develop mitigation strategies • Lead strategy discussions on amendments, restructurings, and potential workout situations • Ensure strong documentation standards and covenant compliance monitoring • Design and implement scalable underwriting processes to support growth of the Equipment Finance platform • Drive efficiency through workflow optimization, credit systems enhancements, and reporting automation • Establish portfolio analytics, risk dashboards, and management reporting frameworks • Develop standard templates for credit memoranda, financial modeling, and approval documentation • Partner with Technology and Operations to enhance origination systems and data infrastructure • Serve as a strategic partner to the Managing Director in balancing growth objectives with prudent risk management • Collaborate on pricing strategy, funding considerations, and capital allocation • Engage with external stakeholders including sponsors, large borrowers, and syndication partners as needed • Participate in enterprise-wide risk discussions and contribute to broader credit policy initiatives at the Bank level • Perform other duties as assigned

• Develop and execute the strategic vision and annual Business Plan for Equipment Finance Operations, including scalability, systems infrastructure, risk controls, and service level objectives • Design and implement comprehensive operational workflows covering documentation, funding, booking, servicing, and transaction lifecycle management • Lead implementation, and optimization of core systems including LOS, lease/loan servicing platforms, documentation tools, CRM integrations, and workflow automation • Establish KPI dashboards to monitor SLAs, funding timelines, documentation exceptions, booking accuracy, operational risk indicators, and cost per funded transaction • Drive continuous process improvement initiatives to reduce cycle times, enhance accuracy, and improve client experience • Provide regular updates to Management on operational performance, capacity planning, system enhancements, and risk management matters • Continuously seek ways to improve systems, processes, and methodologies. Create best in-class functions that are adaptable to our dynamic environment • Strive to be a leader in adopting a multi-stakeholder approach that is focused on our employees, customers, communities and our environmental footprint alongside a focus on maximizing value for our investors. • Oversee drafting, review, and negotiation coordination of equipment finance documentation, including: Master Lease/Loan Agreements, Master Assignment Agreements (MAA), and syndication/participation agreements, schedules, amendments, participation agreements, assignments, and intercreditor arrangements • Ensure all documentation accurately reflects approved credit structures and complies with Bank policy and regulatory standards • Direct lien perfection processes including UCC filings, title work, DMV interface, insurance, collateral and aircraft/marine registrations. • Establish and maintain documentation templates, playbooks, approval matrices, and quality-control standards • Provide subject matter expertise on complex structural, collateral, and documentation issues • Ensure documentation and credit files are timely updated and maintained in the Bank’s internal systems in compliance with internal procedures and regulatory guidelines • Oversee the entire funding lifecycle, ensuring all conditions precedent are satisfied prior to disbursement • Establish and maintain funding authorization and wire control protocols • Implement final file review and quality-control procedures to ensure data integrity prior to booking • Coordinate accurate booking into the system of record in partnership with Accounting and Finance • Ensure proper GL mapping, accrual setup, yield validation, and amortization schedule accuracy • Facilitate onboarding of new clients to deposit platforms and treasury systems • Serve as escalation point for time-sensitive closing and funding issues • Oversee operational processes related to invoicing, payment processing, insurance tracking, tax administration, and covenant monitoring • Establish procedures for modifications, extensions, restructures, and amendments • Coordinate end-of-term processes including renewals, buyouts, residual management, and asset returns • Partner with Portfolio Management to ensure seamless transition from booking through lifecycle monitoring • Identify operational risks and trends and escalate appropriately • Ensure all operational processes comply with the Bank’s credit policy, regulatory guidance, and internal control standards • Partner closely with Legal, Compliance, Accounting, Risk, and Internal Audit to maintain strong governance in a regulated bank environment • Independently identify, evaluate, and remediate operational and process gaps • Implement exception monitoring, reporting, and remediation tracking processes • Oversee vendor management, monitoring, and oversight responsibilities related to documentation and servicing providers • Perform other duties as assigned

• Develop BUSINESS and manage relationships with clients in the accounting and finance sectors. • Conduct full-cycle recruitment, from sourcing and screening candidates to managing client relationships and negotiating offers. • Focus on business development, building and maintaining a strong client base, and generating new business opportunities. • Work on a hybrid desk, combining business development with recruitment activities. • Utilize your experience in investment management, asset management, hedge funds, or venture capital to understand client needs and match them with suitable candidates. • Provide exceptional service to both clients and candidates, ensuring a smooth and effective recruitment process.

This Strategic Finance Manager role will support the HR & Facilities organizations and serve as a key finance partner to business leaders, including close collaboration with the Chief People Officer. The role is ideal for a hands-on finance professional who enjoys owning core planning processes, delivering high-quality analysis, and growing as a strategic business partner. Act as the day-to-day finance partner for HR & Facilities leaders, supporting financial decision-making through analysis and insight. Own the budgeting and forecasting processes for headcount, payroll, benefits, and non-labor expenses. Partner with HR, Facilities, and business leaders to support execution of functional plans and initiatives. Prepare monthly and quarterly variance analyses, financial bridges, and management presentations for senior leadership. Support executive and investor-facing reporting by providing accurate and timely financial analysis. Perform month-end close activities, including accrual preparation and coordination with accounting. Ensure accuracy and consistency of financial data across multiple sources and systems. Identify opportunities to improve, streamline, and automate reporting and forecasting processes. Support ad-hoc analyses and projects to inform leadership decisions.