Leasing Specialist - Capital Equipment Group (CEG) | Equipment Finance

About the role

The Leasing Specialist 4 supports the Capital Equipment Group (CEG) within Equipment Finance, a large-ticket business focused on complex, high-value equipment finance transactions. This role prepares, reviews, and processes lease documentation for customer-direct financing transactions ranging from six-figure to multi-million-dollar deals.

Responsibilities

• Organize and maintain transaction files received from leasing associates to ensure completeness and accuracy
• Prepare and populate standardized lease and financing document templates using transaction-specific details, including pricing, structure, and customer information
• Review legal and organizational documents (e.g., LLC operating agreements) for accuracy and alignment with transaction requirements
• Coverage with third-party vendors to order lien searches, file UCCs, and obtain certificates of good standing and articles of organization
• Convert finalized documentation into PDF format and distribute to leasing associates for execution
• Create and manage shipping labels and documentation delivery as needed
• Support quality control through consistent adherence to established processes and manager review standards
• Manage multiple transactions simultaneously while meeting accuracy, compliance, and turnaround expectations

Qualifications

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

Preferred Experience & Skills

• Ability to work independently and manage a steady volume of work
• Knowledge of leasing and lending products, terminology, policies, procedures, legal documents, systems, and funding requirements
• Understanding of credit policies, approval processes, and applicable regulatory requirements
• Strong critical thinking skills related to lease and loan documentation construction
• Ability to quickly learn and master multiple software applications; strong PC skills
• Prioritization of tasks and ability to meet deadlines
• Proven commitment to quality customer service and ability to work well with customers and internal partners
• Excellent verbal and written communication skills
• Microsoft Office (Excel, Word) and Adobe experience is preferred

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