Specialist II - Equipment Leasing & Finance Loan Documentation & Processing

Job Family: Wholesale Banking

Job Sub-Family: Equipment Leasing & Finance

Career Specialization: Equipment Leasing & Finance Loan Documentation & Processing

Career Stream: Support

Career Level: S2

Job Profile

Sub-Family Definition

Equipment Leasing & Finance is responsible for originating, structuring, evaluating, and managing equipment lease and finance solutions for commercial and institutional clients. Activities may include:

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  Assessing client needs

  
  


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  Analyzing financial strength

  
  


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  Evaluating collateral and asset values

  
  


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  Developing tailored leasing or financing arrangements that support client business objectives

  
  


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  Managing the end-to-end lifecycle of equipment finance transactions

  
  


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  Ensuring adherence to credit policies and regulatory requirements

  
  


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  Coordinating documentation and funding processes, and maintaining strong portfolio oversight

  
  

Career Specialization Definition

The Equipment Leasing & Finance Loan Documentation & Processing activities may include:

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  Preparing and reviewing loan documentation

  
  


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  Support for tasks related to the loan process, including independently processing, closing, and funding loans, and signing off on conditions

  
  


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  Arranging the financing of dealer inventory in consumer and capital goods

  
  


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  Financing activities may be conducted with equipment manufacturers or directly with dealers

  
  


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  Other duties as assigned

  
  

Career Level Definition

Requires basic knowledge of job procedures & tools obtained through work experience and may require vocational or technical education. Responsibilities typically include:

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  Working under moderate supervision.

  
  


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  Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures.

  
  


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  Communicates information that requires some explanation or interpretation.

  
  

Knowledge & Experience

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  Typically requires 2+ years relevant experience

  
  


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  May require vocational or technical training

  
  

Job Code: WBEFLS2

FLSA Status: Non-Exempt

Salary Grade: 114

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.