Documentation Specialist II

Job Summary

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