Contract Specialist

We are seeking a Contract Specialist - Structured supports complex, negotiated equipment finance transactions, typically exceeding $2MM, across multiple industry verticals. This role works closely with Sales, Credit, Legal, and external partners to ensure that contract structures, documentation, and closing requirements align with approved credit terms and program guidelines. The position is responsible for contract structuring, documentation, compliance, and closing execution, ensuring accuracy and efficiency throughout the transaction lifecycle. As part of the Structured Finance team, this role contributes directly to revenue generation and risk management by supporting high-value, complex deals.

Responsibilities

• Contract Structuring & Documentation
• Manage structured and commercial transactions, primarily large-ticket deals exceeding $2MM.
• Review, revise, and finalize negotiated agreements in accordance with approved credit terms and transaction structures.
• Collaborate with Legal to address contract deviations and resolve document negotiations.
• Prepare and review documentation including schedules, amendments, guarantees, side letters, and other transaction-related materials.
• Ensure all documentation complies with applicable regulatory requirements.
• Communicate regularly with internal teams and external stakeholders regarding transaction status.
• Regulatory & Compliance Execution
• Support the perfection of security interests across various transaction structures and jurisdictions.
• Oversee lien searches, filings, and title requirements.
• Ensure all supporting documentation (insurance, guarantees, corporate documents, etc.) is complete and accurate.
• Maintain compliance with internal policies, program requirements, and audit standards.
• Transaction Closing & Workflow Management
• Support transactions from credit approval through closing and booking.
• Track and manage outstanding closing conditions to ensure timely execution.
• Coordinate with internal and external stakeholders to resolve issues and maintain deal momentum.
• Partner with operations teams to deliver complete and accurate documentation packages.
• Stakeholder Collaboration
• Partner with Sales and Credit teams early in the transaction process.
• Provide guidance on documentation requirements and deal structuring.
• Build and maintain strong relationships with internal teams and external partners.
• Process Improvement
• Ensure high standards of accuracy, efficiency, and service levels.
• Identify process gaps and contribute to continuous improvement initiatives.
• Support other teams as needed based on business demand.
  
  

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in equipment finance, commercial lending, leasing, or contract management.
• Experience supporting large, complex, or structured transactions.
• Familiarity working with Legal, Credit, and Sales teams in a financial services environment.
• Strong attention to detail and ability to manage multiple complex transactions simultaneously.
• Excellent communication and stakeholder management skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Word and Excel.
• Self-motivated, adaptable, and able to thrive in a fast-paced, high-complexity environment.