Leasing Specialist

Job Description

Leasing Specialist Business Banking Group (Equipment Finance) | U.S. Bank

The Tone:
This is a hybrid full-time role at U.S. Bank, located in Gresham, OR. U.S. Bank is committed to empowering customers and businesses to make better financial decisions and supporting communities in their growth. This role is crucial for managing the entire documentation and funding process for equipment finance transactions, providing essential support to the bank’s operations.

The TL;DR
• Role: Full Time
• Location: Hybrid, Gresham, OR
• Pay: $24.18–$32.21 hourly
• Mission: Play a key role in the end-to-end documentation and funding process for equipment finance transactions.

What You’ll Actually Do
• Review: Review and process incoming document requests from internal partners for equipment finance transactions.
• Analyze: Analyze supporting documentation, including invoices, bills of sale, sales orders, and wire instructions, to validate transaction details and ensure completeness and accuracy.
• Verify: Perform vendor callbacks to verify payment and wire instructions.
• Prepare: Prepare and generate finance documents for internal review and customer execution.
• Manage: Manage work within a queue-based environment, prioritizing tasks to meet established service level agreements (SLAs), and coordinate with sales, credit, and operations partners to resolve discrepancies.

The Must-Haves
• Background: High school diploma or equivalent.
• Experience: Three to six years of experience in leasing or other financial operations activities.
• Skills: Demonstrated critical thinking and problem-solving skills; strong attention to detail with the ability to review and validate complex documentation; strong written and verbal communication skills; ability to learn and navigate multiple systems and applications efficiently; proven commitment to quality customer service.
• Bonus: Knowledge of products, terminology, closing policies and procedures, funding policies, underwriting requirements, legal documents, and systems related to assigned area of leasing operations; knowledge of applicable credit policies and approval processes for assigned product(s), as well as applicable laws and regulatory requirements; experience working in a fast-paced, deadline-driven environment; ability to collaborate effectively with cross-functional teams to solve complex documentation needs.