Senior Documentation Specialist

We are seeking an experienced Senior Documentation Analyst to support the preparation, review, and funding of lease and loan transactions. This role is ideal for a detail-oriented professional who can manage multiple transactions in a fast-paced environment while partnering closely with sales, credit, legal, customers, suppliers, and other internal teams.

What You'll Do

• Prepare and review lease and loan documentation, ensuring transaction economics, terms, signatures, dates, and supporting materials are accurate and complete before funding.
• Process transactions through lease and loan servicing systems for funding and booking.
• Coordinate insurance requirements, UCC financing statements, lien searches, titles, subordination agreements, supplier invoices, and other required documentation.
• Review transaction packages for completeness and resolve documentation issues quickly with the appropriate stakeholders.
• Provide documentation guidance and transaction support to other analysts, including coordination of contract fundings.
• Serve as a subject matter resource for DocuSign and eOriginal processes and tools.
• Work across sales, credit, legal, customers, vendors, and internal operations to communicate transaction status, obtain executed documents, research discrepancies, and resolve issues.
• Build strong working relationships with sales associates and customers while responding promptly to documentation questions and concerns.
• Communicate with suppliers regarding invoice and funding status, purchase orders, and account reconciliation.
• Maintain accurate pending files and follow up on outstanding UCC filings, insurance, titles, and other transaction requirements.
• Support additional projects and priorities as assigned.

What We're Looking For

• Strong experience preparing or reviewing commercial lease and/or loan documentation.
• Working knowledge of the Uniform Commercial Code (UCC) and insurance requirements.
• Ability to manage multiple transactions, priorities, and deadlines with minimal supervision.
• Strong judgment, follow-through, organization, and attention to detail.
• Excellent written, verbal, and interpersonal communication skills.
• Strong mathematical and analytical capabilities.
• Ability to provide responsive, service-oriented support to customers and business partners.
• Proficiency with word processing, spreadsheet, and general business software.
• Experience with DocuSign and eOriginal is a plus.
• Prior leasing documentation experience is preferred.
• Bachelor's degree preferred; equivalent relevant professional experience will also be considered.

Why This Role

This position offers the opportunity to take ownership of complex transactions, serve as a trusted documentation resource, and collaborate with teams across the business to help transactions move efficiently from documentation through funding.