Leasing Specialist Business Banking Group (Equipment Finance)

Key Responsibilities

• Review and process incoming document requests from internal partners for equipment finance transactions
• Analyze supporting documentation, including: Invoices, Bills of sale, Sales orders, Wire instructions
• Validate transaction details and ensure completeness and accuracy of documentation
• Perform vendor callbacks to verify payment and wire instructions
• Prepare and generate finance documents for internal review and customer execution
• Cook up with sales, credit, and operations partners to resolve discrepancies or missing information
• Manage work within a queue-based environment, prioritizing tasks to meet established service level agreements (SLAs)
• Support the transition of completed deals to the funding process, ensuring all documentation meets requirements
• Maintain accurate records in multiple systems of record

Basic Qualifications

• A high school diploma or equivalent
• Three to six years of experience in leasing or other financial operations activities

Preferred Skills & Experience

• Knowledge of products, terminology, closing policies and procedures, funding policies, underwriting requirements, legal documents, and systems related to assigned area of leasing operations
• Knowledge of applicable credit policies and approval processes for assigned product(s), as well as applicable laws and regulatory requirements
• Demonstrated critical thinking and problem-solving skills
• Ability to learn and navigate multiple systems and applications efficiently
• Proven commitment to quality customer service and ability to work well with customers
• Strong written and verbal communication skills
• Strong attention to detail with the ability to review and validate complex documentation
• Experience working in a fast-paced, deadline-driven environment
• Ability to collaborate effectively with cross-functional teams to solve complex documentation needs

Location Expectations

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week. This position is located in Gresham, OR; Columbia Center.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law