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

U.S. Bank • Gresham, OR

10d • $24 - $32 • Hybrid

About The Position

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 is responsible for preparing, reviewing, and processing lease documentation that supports customer‑direct financing transactions ranging from six‑figure to multi‑million‑dollar deals. The position is highly process‑driven, detail‑oriented, and collaborative, requiring close partnership with leasing associates, internal stakeholders, external vendors, and management to ensure accurate and timely completion of documentation.

Requirements

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

Nice To Haves

• 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
• Proven commitment to quality customer service and ability to work well with customers and internal partners
• Strong general office and organizational skills
• Excellent verbal and written communication skills
• Microsoft Office (Excel, Word) and Adobe experience is preferred

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
• Coordinate 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

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: Mid Level
• Education Level: High school or GED