Documentation Specialist II – Equipment Finance, Capital Market

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct independent reviews and prepare lease and loan documentation in accordance with internal policies, procedures, and relevant regulations.

• Serve as a secondary point of contact for clients during transaction closings.

• Collaborate with legal teams and internal stakeholders.

• Ensure precise data entry into booking and funding systems.

• Address and resolve data discrepancies.

• Provide training and guidance to entry-level documentation specialists.

• Keep up-to-date with regulatory changes.

• Suggest relevant process enhancements.

• Undertake special projects and additional responsibilities as needed.

• Comply with regulatory and compliance policies, standards, and applicable laws.

⛳️ Requirements

• High School diploma / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.

• Over 7 years of experience in banking, leasing, or financial services.

• More than 3 years of documentation-related experience.

• Proven ability to interpret legal and financial documentation.

• Proficient in Microsoft Word and Excel.

• Familiarity with public finance and leasing structures.

• Capability to manage multiple transactions within deadlines.

• Experience in public funding or municipal finance is preferred.

• Knowledge of industry-specific documentation software is preferred.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• Comprehensive leave program.

• Variable incentives, bonuses, commissions, or other awards may be included in total compensation.