Documentation Specialist II

Independently reviewing and preparing lease and loan documentation, the full-time Documentation Specialist II in Equipment Finance - Capital Market will ensure accuracy and compliance while coordinating with clients and internal partners in a remote work environment. Key responsibilities Independently draft and review documentation in accordance with internal policies and applicable regulations Act as a secondary point of contact for clients during transaction closings, coordinating with legal and internal stakeholders Ensure accurate data entry into booking/funding systems and resolve discrepancies Required qualifications High School diploma or equivalent required 7+ years of experience in banking, leasing, or financial services with 3+ years in documentation Demonstrated ability to interpret legal and financial documentation Proficiency in Microsoft Word and Excel Strong organizational and critical thinking skills