Leasing Specialist – Capital Equipment Group; CEG – Equipment Finance

Job Description

The Capital Equipment Group supports large‑ticket clients, managing transactions end to end. The team partners closely with internal sales, credit, and operational teams to advance transactions from initial request through booking and funding.

The Leasing Specialist 5 role functions as a central coordinator in this process, supporting transactions that vary widely in structure and complexity based on client needs. The role requires strong decision‑making, adaptability, and problem‑solving skills, as many transactions do not fit fully into standardized processes.

The Leasing Specialist 5 is responsible for managing assigned clients and transactions throughout the transaction lifecycle; from intake through documentation, booking, and funding. This role serves as a primary point of contact for both clients and internal partners, ensuring transactions progress accurately, efficiently, and in accordance with approved credit terms and internal risk guidelines. The position requires the ability to manage multiple transactions simultaneously, navigate ambiguity, and apply sound judgment when addressing exceptions or non‑standard transactions.

Transaction Management & Coordination

• Serve as a primary point of contact for assigned clients and transactions.
• Manage multiple transactions concurrently, often at different stages of completion.
• Review incoming requests for clarity, completeness, and alignment with approvals.
• Track and communicate transaction progress from initiation through documentation, booking, and funding.

Customer & Partner Communication

• Communicate directly with external customers to obtain required information, clarify documentation requirements, and address questions throughout the transaction lifecycle.
• Partner with internal stakeholders – including sales, credit, asset management, documentation, and booking teams – to advance transactions.
• Maintain clear, professional, and timely communication while balancing competing priorities.
• Respond to inbound inquiries that may fall outside of standard work queues, including ad‑hoc customer or partner requests.

Documentation & Process Execution

• Ensure all components of a transaction align with internal policies, risk standards, and approvals.
• Advance transactions through internal systems once documentation and conditions are satisfied.

Problem Solving & Critical Thinking

• Apply judgment to transactions that fall outside of standard scenarios due to customer complexity or unique deal structures.
• Leverage foundational equipment finance knowledge to evaluate options and determine appropriate next steps when exceptions arise.
• Identify potential risks and issues early, and partner with leadership or stakeholders to mitigate them.
• Navigate ambiguity effectively, recognizing that not all situations have predefined solutions.

Organization & Prioritization

• Maintain accurate tracking of multiple active transactions and their outstanding requirements.
• Prioritize work based on urgency, transaction stage, and customer impact.
• Adjust focus as priorities shift throughout the day or month.

Collaboration & Team Support

• Provide support to teammates outside primary responsibilities as workloads shift across functions.
• Participate in cross‑training activities to build coverage and operational flexibility.
• Engage with peers and leadership to share knowledge and best practices.
• Proactively raise questions or concerns to prevent negative downstream impacts.

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

• Experience in equipment finance, leasing, or credit‑supported transactions
• Ability to manage multiple work streams simultaneously in a fast‑paced environment
• Strong written and verbal communication skills
• High attention to detail and organizational skills
• Demonstrated problem‑solving and judgment in non‑standard situations
• Familiarity with documentation, booking, and funding processes
• Experience partnering across sales, credit, and operational teams
• Ability to quickly learn and master multiple software applications; strong PC skills
• Mi…