Leasing Specialist - Capital Equipment Group; CEG | Equipment Finance

Leasing Specialist 4

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The Leasing Specialist 4 supports the Capital Equipment Group (CEG) within Equipment Finance, a large‑ticket business focused on complex, high‑value equipment finance transactions. This role is responsible for preparing, reviewing, and processing lease documentation that supports customer‑direct financing transactions ranging from six‑figure to multi‑million‑dollar deals.

The position is highly process‑driven, detail‑oriented, and collaborative, requiring close partnership with leasing associates, internal stakeholders, external vendors, and management to ensure accurate and timely completion of documentation.

• Organize and maintain transaction files received from leasing associates to ensure completeness and accuracy
• Prepare and populate standardized lease and financing document templates using transaction‑specific details, including pricing, structure, and customer information
• Review legal and organizational documents (e.g., LLC operating agreements) for accuracy and alignment with transaction requirements
• Coordinate with third‑party vendors to order lien searches, file UCCs, and obtain certificates of good standing and articles of organization
• Convert finalized documentation into PDF format and distribute to leasing associates for execution
• Create and manage shipping labels and documentation delivery as needed
• Support quality control through consistent adherence to established processes and manager review standards
• Manage multiple transactions simultaneously while meeting accuracy, compliance, and turnaround expectations

• Supports Capital Equipment Group (CEG), a large‑ticket equipment finance business
• Transactions typically involve complex deal structures and a wide range of asset types, such as vehicle fleets, technology equipment, aircraft, marine equipment, rail, forklifts, and other high‑value equipment
• Work is performed in a direct‑to‑customer financing model
• Although processes are standardized, transactions vary significantly, providing ongoing exposure to different deal structures and terms

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

• Ability to work independently and manage a steady volume of work
• Knowledge of leasing and lending products, terminology, policies, procedures, legal documents, systems, and funding requirements
• Understanding of credit policies, approval processes, and applicable regulatory requirements
• Strong critical thinking skills related to lease and loan documentation construction
• Ability to quickly learn and master multiple software applications; strong PC skills
• Proven commitment to quality customer service and ability to work well with customers and internal partners
• Strong general office and organizational skills
• Excellent verbal and written communication skills
• Microsoft Office (Excel, Word) and Adobe experience is preferred

This role requires working from a U.S. Bank location three (3) or more days per week.

• 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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Pay Range: $24.18 - $32.21