Specialist II - Equipment Leasing & Finance Loan Documentation & Processing
About The Position
Equipment Leasing & Finance is responsible for originating, structuring, evaluating, and managing equipment lease and finance solutions for commercial and institutional clients. Activities may include: Assessing client needs, Analyzing financial strength, Evaluating collateral and asset values, Developing tailored leasing or financing arrangements that support client business objectives, Managing the end-to-end lifecycle of equipment finance transactions, Ensuring adherence to credit policies and regulatory requirements, Coordinating documentation and funding processes, and maintaining strong portfolio oversight. The Equipment Leasing & Finance Loan Documentation & Processing activities may include: Preparing and reviewing loan documentation, Support for tasks related to the loan process, including independently processing, closing, and funding loans, and signing off on conditions, Arranging the financing of dealer inventory in consumer and capital goods. Financing activities may be conducted with equipment manufacturers or directly with dealers. Other duties as assigned.
Requirements
- Requires basic knowledge of job procedures & tools obtained through work experience
- May require vocational or technical training
- Typically requires 2+ years relevant experience
- May require vocational or technical training
Responsibilities
- Preparing and reviewing loan documentation
- Independently processing, closing, and funding loans
- Signing off on conditions
- Arranging the financing of dealer inventory in consumer and capital goods
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
