Documentation Leasing Specialist

Documentation Leasing Specialist

Requirements

• High school diploma or equivalent
• Three to six years of experience in leasing or other financial operations activities

Responsibilities

• Performs a variety of technical, specialized and complex functions within leasing operations to ensure accurate and efficient operations such as preparation of client and end user documentation, closing and funding transactions, managing and monitoring client operating agreements, accounting, servicing, and management of file review and document retention
• Verifies, processes, and documents information relating to all aspects of standard and non-standard collateral and loan documentation to ensure completeness and accuracy
• Releases collateral when loan is satisfied or no longer needed
• Accomplishes tasks within designated time frame and provides high quality customer service by responding to customer inquiries, requests and problems
• Researches and resolves problems and errors with accounts

Preferred Qualifications

• Advanced knowledge of products, terminology, closing policies and procedures, funding policies, underwriting requirements, legal documents, and systems related to assigned area of leasing operations
• Considerable knowledge of applicable credit policies and approval processes for assigned product(s), as well as applicable laws and regulatory requirements
• Ability to work with multiple functional areas to solve complex documentation needs
• Ability to apply critical thinking for all elements of lease/loan documentation construction
• Ability to master multiple software applications; strong PC skills
• Strong mathematical skills and general knowledge of basic accounting procedures used within the assigned area
• Proven commitment to quality customer service and ability to work well with customers
• Strong general office skills
• Excellent verbal and written communication skills