Transaction and Document Coordinator

Transaction and Document Coordinator (Equipment Finance)

Location:

Irvine, CA (on-site)
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Reports to:

VP Documentation & Lease Administration

We're the architects of Cap Ex capital. First National Capital designs and delivers creative private-credit solutions for mid-sized and large companies—beyond the limitations of traditional lending. With more than $4.5B funded across equipment, technology, aircraft, and complex projects, clients trust our independent capital strength, speed of execution, and advisory mindset to get high-stakes deals done.

We're hiring entry-level documentation professionals to begin a career in equipment finance. You'll provide critical support to our Documentation team, learning the fundamentals of commercial lease and loan documentation while handling essential administrative and coordination tasks. This is your entry point into the equipment finance industry with a clear path to advance into Documentation Specialist and ultimately Documentation Administrator roles.

This is a foundational role designed for someone eager to learn equipment finance, develop strong organizational skills, and build expertise in transaction documentation and execution.

• Support Documentation Specialists and Administrators
• Assist with commercial equipment lease and loan documentation throughout the transaction lifecycle
• Prepare documentation for lease and loan transactions in accordance with company standard operating procedures
• Log new transactions upon receipt of Letter of Intent and deposit
• Communicate effectively with sales, syndication, and external parties to gather information required for accurate documentation
• Ensure documents are properly executed and files are maintained in an organized, complete manner
• Keep deal‑specific notes and status updated in CRM systems

• Prepare and file UCC Financing Statements
• Order and review UCC lien searches, identifying conflicts and potential issues
• Obtain non‑interest letters, release letters, and subordination agreements from lienholders
• Review UCC Financing Statements and company status changes; take necessary action
• Coordinate with Documentation Specialists and Administrators on complex lien situations

• Request and review insurance certificates for accuracy and completeness
• Monitor and track insurance certificate renewals
• Coordinate equipment titling process with third‑party services
• Ensure proper documentation of insured assets and title perfection

• Enter vendor invoices into tracking systems
• Verify wire instructions and confirm payment amounts
• Track vendor payments and notify clients/vendors when disbursements are completed
• Reconcile vendor invoices and proof of payments as applicable
• Maintain organized tracking systems for payment status

• Input and update transaction data in Lease Plus and Salesforce throughout the deal lifecycle
• Maintain effective processes to ensure follow‑up items are received and cleared promptly
  
  Interface with accounting and other departments to gather lease/loan transaction information
• Track and resolve pre‑funding and post‑funding documentation exceptions
• Provide favorable customer service by professionally resolving client and vendor issues

• 2+ years related work experience in similar capacity and/or the equipment leasing and finance industry
• High school diploma or equivalent (Bachelor's degree or equivalent experience preferred)
• Proficient with Microsoft Office programs (Word, Excel, Outlook)
• Working knowledge of CRM systems ( preferred)

• Highly organized with strong attention to detail
• Self‑motivated and self‑starter with a sense of urgency
• Ability to work independently and remain professional in high‑stress, high‑volume work environment
• Ability to multi‑task and prioritize while meeting tight deadlines
• Solid interpersonal skills with ability and confidence to interact with all departments and clients
• Excellent written and verbal communication skills
• Ability to deliver quality and accurate…