Documentation and Funding Specialist

Since 2004, Providence Capital Funding has funded over $1.5 Billion in equipment financing and has maintained an A+ rating with the Better Business Bureau. As an independent equipment leasing company, we provide creative financing solutions that help businesses acquire the equipment they need to grow.

Recognized as a 2023 Orange County Register Top Workplace, we pride ourselves on delivering competitive financing programs, flexible terms, and personalized service. Through strong relationships with banks and funding partners, we offer financing solutions tailored to the unique needs of businesses nationwide.

Our management team brings more than 95 years of combined industry experience helping companies secure cost-effective equipment financing. We are committed to providing exceptional customer service while fostering a collaborative, professional, and growth-oriented work environment.

The Documentation and Funding Specialist is responsible for providing administrative and operational support to the Sales Team while ensuring the timely, accurate, and compliant processing of finance applications and funding documentation. This role partners closely with Account Executives and internal departments—including Credit, Documentation, and Funding—to facilitate efficient transactions and deliver exceptional internal customer service.

• Process finance applications accurately and efficiently
• Coordinate with Account Executives and internal departments to facilitate timely Credit & Funding of transactions
• Audit transactions to ensure documentation is complete, accurate, and compliant with company policies and funding requirements
• Review and verify documentation before funding
• Provide administrative and operational support to the Operations Team
• Maintain accurate records and ensure all documentation is properly organized and retained
• Communicate with internal departments to resolve discrepancies and obtain missing information
• Prioritize multiple assignments while meeting deadlines in a fast-paced environment
• Safeguard confidential customer and company information
• Support continuous process improvements and operational efficiency
• Perform additional duties and special projects as assigned

• Bachelor's degree preferred.
• Minimum of two (2) years of experience in administrative support, operations, finance, equipment leasing, banking, mortgage lending or documentation processing preferred
• Strong organizational skills with exceptional attention to detail and accuracy
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office Suite, including Outlook, Excel, and Word
• Ability to manage multiple priorities with minimal supervision
• Strong problem-solving and analytical skills
• Ability to work collaboratively in a team-oriented environment while also working independently

Success in this role is measured by the employee's ability to:

• Process finance applications accurately and efficiently
• Maintain complete, accurate, and compliant documentation
• Build productive working relationships with Account Executives and internal departments
• Demonstrate professionalism, accountability, initiative, and a positive attitude
• Maintain reliable attendance and punctuality
• Must have strong communication skills within the organizations and externally with customers
• Meet established productivity, quality, and accuracy standards while supporting the daily objectives of the Operations Team
• Competitive annual salary of $80,000–$95,000
  , plus bonus eligibility, based on experience, qualifications, and performance
• On-site position
• Medical, vision, and other eligible health insurance benefits
• Paid time off and company-recognized holidays
• Opportunity to join an award-winning workplace with a collaborative team environment and opportunities for professional growth

Providence Capital Funding is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and consider all qualified applicants for employment without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, military or veteran status, or any other status protected by applicable federal, California, or local law.