Documentation and Funding Administrator

First National Capital Corp • Irvine, CA

3d • $75,000 - $125,000 • Onsite

About The Position

First National Capital designs and delivers creative private-credit solutions for mid-sized and large companies, going beyond the limits of traditional lending. With more than $4.5B funded across equipment, technology, aircraft, and complex capital projects, our clients count on our capital strength, speed of execution, and advisory mindset to close high-stakes deals.

We are hiring a detail-oriented Documentation and Funding Administrator to own the documentation and funding process for complex equipment finance transactions. You will be the operational backbone that turns approved deals into funded transactions, making sure every UCC filing, landlord waiver, vendor invoice, and funding package is accurate, complete, and on time. Success looks like clean, audit-ready files, no funding delays caused by documentation gaps, and deals that close on schedule because the paperwork never slows them down.

Requirements

• 3+ years in equipment leasing or finance documentation and funding (large-ticket, complex leasing preferred).
• Working knowledge of UCC lien perfection and filing, insurance certificate review, organizational documents, and signature authority verification.
• Familiarity with master leases, schedules, promissory notes, guaranties, and structures such as TRAC, Split-TRAC, FMV, and First Amendment leases.
• Experience obtaining landlord and mortgagee waivers, non-interest letters, and subordination agreements.
• Systems: LeasePlus or a comparable lease accounting system and Salesforce preferred, plus advanced Word, Excel, and Outlook.
• Detail-obsessed, highly organized, and self-motivated, with strong written and verbal communication and a genuine sense of urgency.
• High school diploma or equivalent required, bachelor's degree or equivalent experience preferred.

Nice To Haves

• paralegal training
• multi-state sales and use tax knowledge
• experience with funding sources and syndication

Responsibilities

• Prepare and verify complete documentation packages for lease and loan transactions, from initial document request through booking and funding.
• Assemble master leases, equipment schedules, promissory notes, guaranties, and riders using company templates and negotiated documents.
• Prepare and file UCC Financing Statements, order and review lien searches, and process lien perfection on titled equipment.
• Obtain landlord waivers, mortgagee waivers, non-interest letters, and subordination agreements as the transaction structure requires.
• Track vendor invoices and progress payments, and coordinate timely, accurate payments within credit approval parameters.
• Prepare and deliver funding packages that meet funding source requirements and timelines, and clear post-funding exceptions promptly.
• Maintain accurate deal data in LeasePlus and Salesforce, and keep files organized and audit-ready.
• Partner with Sales, Credit, Syndication, and Accounting to resolve issues and communicate deal status proactively.

Benefits

• performance-based annual bonus
• 401(k)
• medical
• dental
• vision
• HSA options
• FSA options
• life insurance
• PTO
• tuition reimbursement
• professional development support

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED