Equipment Finance Documentation Specialist
Job Description
Equipment Finance Documentation Specialist | Irvine, CA
About the Role
We are seeking a detail-oriented Lease Specialist to support the documentation, coordination, and administration of equipment leasing transactions. This role will work closely with customers, vendors, sales teams, and internal departments to help move transactions from initial pricing and documentation through funding and vendor payment.
The ideal candidate will have prior equipment leasing experience, strong customer service skills, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
Communicate with customers regarding pricing, required financial information, outstanding documentation, and transaction status
Work with customers, vendors, sales representatives, and internal teams to structure and process front-end lease transactions
Respond to customer questions related to proposals, schedules, lease terms, equipment details, and documentation requirements
Assist in resolving customer, vendor, and interdepartmental issues in a timely and professional manner
Ensure customers understand key lease obligations, documentation requirements, and transaction timelines
Provide a high level of service and support to customers, vendors, and internal business partners
Enter equipment and transaction details into the leasing system
Create, organize, and maintain complete and accurate lease files
Coordinate order placement with outside vendors and assist with invoice reconciliation
Process documentation required for bank line advances, funding, and vendor payments
Maintain internal tracking logs to monitor funding needs, outstanding items, and transaction progress
Prepare accurate lease schedule documentation in accordance with transaction structure and legal requirements
Partner with sales to support proper account management and transaction follow-through
Assist with administrative duties, including filing, UCC-related items, email follow-up, phone communication, and troubleshooting as needed