Leasing Specialist – Equipment Finance

Role Overview

• Serve as a primary point of contact for assigned clients and transactions.
• Manage multiple transactions concurrently, often at different stages of completion.
• Review incoming requests for clarity, completeness, and alignment with approvals.
• Track and communicate transaction progress from initiation through documentation, booking, and funding.
• Communicate directly with external customers to obtain required information, clarify documentation requirements, and address questions throughout the transaction lifecycle.
• Partner with internal stakeholders
• including sales, credit, asset management, documentation, and booking teams
• to advance transactions.
• Maintain clear, professional, and timely communication while balancing competing priorities.
• Respond to inbound inquiries that may fall outside of standard work queues, including ad hoc customer or partner requests.
• Ensure all components of a transaction align with internal policies, risk standards, and approvals.
• Advance transactions through internal systems once documentation and conditions are satisfied.
• Apply judgment to transactions that fall outside of standard scenarios due to customer complexity or unique deal structures.
• Leverage foundational equipment finance knowledge to evaluate options and determine appropriate next steps when exceptions arise.
• Identify potential risks and issues early, and partner with leadership or stakeholders to mitigate them.
• Navigate ambiguity effectively, recognizing that not all situations have predefined solutions.
• Maintain accurate tracking of multiple active transactions and their outstanding requirements.
• Prioritize work based on urgency, transaction stage, and customer impact.
• Adjust focus as priorities shift throughout the day or month.
• Provide support to teammates outside primary responsibilities as workloads shift across functions.
• Participate in cross-training activities to build coverage and operational flexibility.
• Engage with peers and leadership to share knowledge and best practices.
• Proactively raise questions or concerns to prevent negative downstream impacts.

Requirements

• High school diploma or equivalent
• Six to eight years of experience in leasing or other financial operations activities
• Experience in equipment finance, leasing, or credit-supported transactions
• Ability to manage multiple workstreams simultaneously in a fast-paced environment
• Strong written and verbal communication skills
• High attention to detail and organizational skills
• Demonstrated problem-solving and judgment in non-standard situations
• Familiarity with documentation, booking, and funding processes
• Experience partnering across sales, credit, and operational teams
• Ability to quickly learn and master multiple software applications; strong PC skills Microsoft Office (Excel, Word) and Adobe experience is preferred

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law