Senior Leasing Specialist – Capital Equipment Group, Equipment Finance

Responsibilities

• Support the Capital Equipment Group (CEG) within Equipment Finance for complex, high-value equipment finance transactions
• Prepare, review, and process lease documentation that supports customer-direct financing transactions
• Organize and maintain transaction files received from leasing associates
• Prepare and populate standardized lease and financing document templates using transaction-specific details
• Review legal and organizational documents for accuracy
• Coordinate with third‑party vendors for lien searches and obtaining certificates
• 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 adherence to established processes
• Manage multiple transactions simultaneously while meeting accuracy and compliance expectations

• High school diploma or equivalent
• Six to eight 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