What are the responsibilities and job description for the Equipment Finance Documentation Specialist position at Altius Search Group?
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
Qualifications
1-2 years of equipment leasing or equipment finance experience preferred
Bachelor’s degree or equivalent professional experience preferred
Working knowledge of lease documentation, transaction processing, and customer support within a leasing environment
Moderate proficiency with Microsoft Word and Microsoft Excel
Experience with LeaseWave, Microsoft SharePoint, or SSRS reporting is a plus
Ability to run basic financial calculations
Strong understanding of customer service, documentation accuracy, and transaction workflow
Skills and Attributes
Strong verbal and written communication skills
Excellent interpersonal skills with the ability to build cooperative working relationships
Strong organizational and time management skills
Ability to manage multiple priorities and meet deadlines
Close attention to detail and accuracy
Ability to work independently and collaboratively with a team
Comfortable communicating one-on-one and in group settings
Ability to handle confidential information with discretion
Professional phone presence and strong follow-up skills
Comfortable working in a fast-paced, deadline-driven environment
Ideal Candidate Profile
The ideal candidate will have hands-on experience supporting equipment leasing transactions and be comfortable working across sales, operations, customers, vendors, and funding partners. This person should be organized, responsive, accurate, and able to keep transactions moving while providing excellent customer service.
Salary : $60,000 - $90,000