TD Equipment Finance Documentation Specialist

TD • Los Angeles, CA

18d • $61,880 - $99,320

About The Position

The TD Equipment Finance Documentation Specialist supports the full lifecycle of equipment finance and leasing transactions. The role prepares, reviews, and administers equipment lease and loan documentation, ensuring accuracy, compliance, and timely processing. It serves as a key liaison among customers, vendors, legal counsel, sales, credit, and third-party service providers to facilitate transaction closing and funding.

The Specialist performs end-to-end operational activities and provides expert support across complex, potentially high-risk transactions. Work includes documentation review and negotiation, due diligence verification, soft cost analysis, customer onboarding, UCC searches and filings, vendor payments, data entry, system maintenance, and customer communications. The role may have documentation signing, closing, booking, and funding authority within established guidelines and limits. It also acts as a subject matter expert, helps resolve escalated issues, and provides training and guidance to operations colleagues.

The position requires advanced knowledge of operational processes, products, systems, and applicable regulatory requirements, as well as collaboration across TD teams and with external contacts. It prioritizes accurate documentation and servicing system setup, customer service, risk management, service-level performance, and continuous process improvement.

Requirements

• High school diploma.
• At least 5 years of relevant experience.
• Strong verbal and written communication skills and a customer-focused approach.
• Demonstrated attention to detail and ability to manage multiple transactions in a deadline-driven environment.
• Ability to analyze transaction requirements, identify operational risks, and resolve issues efficiently.
• Ability to collaborate with Sales, Credit, Documentation, Legal, Funding, and external partners.

Nice To Haves

• Undergraduate degree or college diploma.
• Experience in equipment finance and leasing operations, preferably involving large corporate, municipal, aircraft, rail, marine, or vendor finance transactions.
• Strong knowledge of equipment lease and loan documentation preparation, review, and administration.
• Experience negotiating equipment finance documentation and coordinating with external counsel and customers.
• Working knowledge of UCC Article 9 requirements, including lien searches, filing practices, and collateral perfection.
• Understanding of Know Your Customer (KYC), Customer Identification Program (CIP), Beneficial Ownership, and related compliance requirements.
• Proficiency with equipment finance systems and platforms, including nCino and Odessa.

Responsibilities

• Prepare, review, negotiate, and administer equipment lease and loan documentation in accordance with policies, guidelines, and business intentions.
• Conduct due diligence, customer onboarding, soft cost analysis, UCC searches and filings, and vendor payment activities.
• Coordinate with customers, vendors, outside legal counsel, sales, credit, funding, and other internal and external stakeholders.
• Act as a first point of escalation for operational and processing questions; resolve escalated issues or refer them to the appropriate level.
• Prepare documentation according to state and local sales, use, and personal property tax regulations, and respond to customer inquiries on these matters.
• Close transactions within granted booking, funding, and signing authority.
• Verify and approve servicing system booking accuracy, including tax billing setup, accelerated depreciation, and payments by wire and check.
• Prioritize workload to meet service-level and productivity requirements while protecting confidential information and managing risk.
• Monitor service and productivity, conduct research and analysis, and recommend or implement process and performance improvements.
• Ensure work complies with internal policies, procedures, regulatory guidelines, and evolving requirements.
• Provide subject matter expertise, training, coaching, and guidance to colleagues; support knowledge transfer and team development.
• Collaborate on small-scale projects or initiatives as a project lead or subject matter expert when assigned.
• Maintain customer and partner relationships and contribute to a positive, high-quality customer experience.

Benefits

• Health and well-being benefits
• Savings and retirement programs
• Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
• Banking benefits and discounts
• Career development
• Reward and recognition
• Training and onboarding
• Online learning platform and mentoring programs

What This Job Offers

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