Team Leader, Documentation – Equipment Finance

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

📋 Description

• Lead and manage the documentation, funding, and booking processes for lease and loan portfolio transactions.

• Oversee the multi-stage closing and funding procedures for intricate middle market and large-ticket lease transactions.

• Handle pre-funding administration, which includes creating and reviewing documentation.

• Negotiate complex deals in collaboration with the Sales Team.

• Coordinate approvals from various functional areas for non-standard transactions while ensuring regulatory compliance.

• Guarantee the accurate and timely booking and funding of transactions.

• Supervise documentation negotiations with third-party sources and investors for transactions that are bought or sold.

• Monitor and follow up on documentation exceptions.

• Oversee the preparation of transaction documentation in conjunction with the Sales team.

• Assist in negotiating documentation and supervise the follow-up to ensure complete documentation packages.

• Submit negotiated documentation for necessary legal, accounting, and tax reviews.

• Coordinate the verification of pricing, special credit requirements, residual positions, and return provisions.

• Supervise the funding and booking processes, ensuring accurate system entries.

• Coordinate the receipt of transaction documentation and sale/assignment documentation from indirect sources.

• Collaborate with syndication investors to ensure that transactions are documented and booked accurately.

• Provide employees with timely, candid, and constructive feedback on their performance.

• Develop employees by offering challenging career-growth opportunities, building talent pools, and supporting succession planning.

• Recognize and reward employee achievements.

⛳️ Requirements

• Over 10 years of relevant work experience in the leasing industry.

• 2-5 years of experience as a Direct Doc Team Lead is preferred but not mandatory.

• Proficient in Microsoft Office applications, including Word, Excel, and Access.

• Experience with InfoLease is preferred.

• A legal background is advantageous.

• A Bachelor's degree is required, with a preference for business or finance emphasis.

• Strong orientation towards customer service.

• Excellent analytical skills.

• Knowledge of various lease structures and the associated complex documentation is essential.

🏝️ Benefits

• Incentive compensation plan based on company, line of business, and/or individual performance.

• Comprehensive benefits that support physical, financial, emotional, and social well-being.

• Benefits available for employees and their families.