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 process required for closing and funding intricate middle market and large-ticket lease transactions.

• Handle pre-funding administration, including the creation and review of documentation.

• Negotiate complex transactions in collaboration with the Sales Team.

• Coordinate approvals for non-standard transactions to ensure compliance with regulations and safeguard the bank's interests.

• Ensure the precise and timely booking and funding of transactions.

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

• Monitor and follow up on documentation exceptions.

• Oversee the preparation of transaction documentation and verify the system's handling of transaction structures.

• Assist the Sales Team in documentation negotiations and complete documentation packages.

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

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

• Supervise the funding and booking process, ensuring accurate data entry into the system.

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

• Collaborate with Syndications investors to ensure that transactions are documented accurately and thoroughly, facilitating transaction sales.

• Provide timely, honest, and constructive performance feedback; develop employees; build talent pools; support succession planning; and recognize and reward achievements.

• Manage risk by identifying, assessing, monitoring, managing, and reporting risks while adhering to bank policies and procedures.

⛳️ Requirements

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

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

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

• Experience with InfoLease is preferred.

• A legal background is an advantage.

• A Bachelor's degree is required; a focus on business or finance is preferred.

• Strong orientation towards customer service.

• Excellent analytical skills.

• Understanding of various lease structures and the corresponding complex documentation.

🏝️ Benefits

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

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

• Employee recognition and differentiated compensation offerings.