Equipment Finance Documentation Specialist

Equipment Finance Documentation SpecialistWe are seeking a detail-oriented Lease Specialist to support the documentation, coordination, and administration of equipment leasing transactions. This role will work closely with customers, vendors, sales teams, and internal departments to help move transactions from initial pricing and documentation through funding and vendor payment.The ideal candidate will have prior equipment leasing experience, strong customer service skills, and the ability to manage multiple priorities in a fast-paced environment.Key ResponsibilitiesCommunicate with customers regarding pricing, required financial information, outstanding documentation, and transaction statusWork with customers, vendors, sales representatives, and internal teams to structure and process front-end lease transactionsRespond to customer questions related to proposals, schedules, lease terms, equipment details, and documentation requirementsAssist in resolving customer, vendor, and interdepartmental issues in a timely and professional mannerEnsure customers understand key lease obligations, documentation requirements, and transaction timelinesProvide a high level of service and support to customers, vendors, and internal business partnersEnter equipment and transaction details into the leasing systemCreate, organize, and maintain complete and accurate lease filesCoordinate order placement with outside vendors and assist with invoice reconciliationProcess documentation required for bank line advances, funding, and vendor paymentsMaintain internal tracking logs to monitor funding needs, outstanding items, and transaction progressPrepare accurate lease schedule documentation in accordance with transaction structure and legal requirementsPartner with sales to support proper account management and transaction follow-throughAssist with administrative duties, including filing, UCC-related items, email follow-up, phone communication, and troubleshooting as neededJob RequirementsQualifications1-2 years of equipment leasing or equipment finance experience preferredBachelor's degree or equivalent professional experience preferredWorking knowledge of lease documentation, transaction processing, and customer support within a leasing environmentModerate proficiency with Microsoft Word and Microsoft ExcelExperience with LeaseWave, Microsoft SharePoint, or SSRS reporting is a plusAbility to run basic financial calculationsStrong understanding of customer service, documentation accuracy, and transaction workflowSkills and AttributesStrong verbal and written communication skillsExcellent interpersonal skills with the ability to build cooperative working relationshipsStrong organizational and time management skillsAbility to manage multiple priorities and meet deadlinesClose attention to detail and accuracyAbility to work independently and collaboratively with a teamComfortable communicating one-on-one and in group settingsAbility to handle confidential information with discretionProfessional phone presence and strong follow-up skillsComfortable working in a fast-paced, deadline-driven environmentIdeal Candidate ProfileThe ideal candidate will have hands-on experience supporting equipment leasing transactions and be comfortable working across sales, operations, customers, vendors, and funding partners. This person should be organized, responsive, accurate, and able to keep transactions moving while providing excellent customer service.