Leasing Specialist - Equipment Finance - Documentations Coordinator Team

U.S. Bank • Marshall, MN

4d • Hybrid

About The Position

The Leasing Specialist 3 supports Vendor Direct business lines by coordinating and processing lease-related transactions. This role is responsible for the intake, verification, and routing of new deals, as well as supporting payment processing activities. The position works closely with internal partners and customers, contributing to timely and accurate transaction execution. This is an entry-level role with structured training and opportunities for skill development and internal career growth.

Requirements

• High school diploma or equivalent
• Two to four years of experience in leasing or other financial operations activities
• Basic proficiency with Microsoft Office tools, including Outlook, Excel, Teams, and Word
• Comfort using multiple systems and databases
• Ability to communicate clearly and professionally with customers and internal partners
• Ability to multitask and shift between tasks throughout the workday
• Willingness to collaborate, ask questions, and work as part of a team
• Demonstrated accuracy and attention to detail in document preparation or processing
• Ability to work independently and manage a steady volume of work
• Excellent verbal and written communication skills

Nice To Haves

• Experience with lease processing or financial operations
• Basic proficiency with Microsoft Office tools, including Outlook, Excel, Teams, and Word
• Comfort using multiple systems and databases
• Ability to communicate clearly and professionally with customers and internal partners
• Ability to multitask and shift between tasks throughout the workday
• Willingness to collaborate, ask questions, and work as part of a team
• Demonstrated accuracy and attention to detail in document preparation or processing
• Ability to work independently and manage a steady volume of work
• Excellent verbal and written communication skills

Responsibilities

• Review and intake new lease deals and ensure required information is complete and accurate
• Coordinate and route transactions for processing by downstream teams
• Complete wire and ACH verification activities
• Process payments for booked contracts
• Upload and maintain transaction data in internal systems and databases
• Communicate with internal partners and external customers via phone and electronic channels
• Support assigned territory while maintaining cross-training to provide team coverage
• Follow documented procedures and escalation guidelines
• Collaborate closely with team members to manage daily workflows and priorities

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