Equipment Finance - Leasing Specialist

U.S. Bank • Gresham, OR

3d • Hybrid

About The Position

The Leasing Specialist 3 provides administrative and operational support to the Equipment Finance business line. This role works closely with credit analysts, documentation partners, sales teams, and operations teams to prepare commercial equipment finance transactions for review and processing. Responsibilities include setting up transactions, confirming required documentation has been received, entering information into Equipment Finance systems, preparing financial information for credit review, and completing Know Your Customer (KYC) activities. The role supports application setup for both large- and small-ticket transactions, provides additional preparation support for large-ticket transactions with exposure greater than $1 million, and completes KYC work across the Equipment Finance business line. This is an entry-level opportunity for someone who is organized, detail-oriented, comfortable learning new systems, and able to manage a varied workload in a collaborative environment. The position provides broad exposure to Equipment Finance and opportunities to build knowledge of credit, documentation, operations, compliance, and other areas of the business.

Requirements

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

Nice To Haves

• Experience in administrative support, operations, banking, financial services, customer service, retail, hospitality, or another fast-paced service environment.
• Strong attention to detail and commitment to accuracy.
• Effective organizational and time-management skills.
• Ability to prioritize work and manage requests from multiple queues.
• Ability to learn new systems, processes, and terminology.
• Comfort working across multiple applications and switching between tasks.
• Clear written and verbal communication skills.
• Working knowledge of Microsoft Outlook and Teams.
• Ability to work independently while contributing to a collaborative team environment.
• Demonstrated reliability, adaptability, and willingness to ask questions and continue learning.

Responsibilities

• Receive and process requests through a shared email mailbox using a first-in, first-out workflow.
• Set up large- and small-ticket Equipment Finance applications in applicable systems.
• Review incoming transaction packages to confirm required documents and information have been received.
• Verify items such as signed applications, customer financial information, and other documentation required based on the transaction.
• Enter and maintain accurate customer and transaction information across multiple Equipment Finance systems.
• Prepare and organize transaction information so credit analysts have a complete and accurate package for review.
• Support preparation activities for large-ticket transactions involving exposure greater than $1 million.
• Submit financial information for appropriate spreading and credit analysis.
• Complete KYC activities for large- and small-ticket Equipment Finance transactions.
• Monitor and process work from the KYC system queue.
• Support a variety of requests, including application setup, credit-line withdrawals, and other transaction-related activities.
• Identify missing information, documentation gaps, or data discrepancies and coordinate with the appropriate partners to resolve them.
• Collaborate with credit analysts, documentation teams, sales partners, and operations teams to help transactions move efficiently through the process.
• Handle sensitive customer, financial, and transaction information accurately and responsibly.
• Follow established procedures, service expectations, and applicable compliance requirements.
• Assist with additional operational activities and projects as assigned.

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
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

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