Team Leader, Documentation – Equipment Finance

🔥 1 minute ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $96.5k - $207.5k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Fifth Third Bank

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1858

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

Fifth Third Bank is a diversified financial services company offering a wide range of banking and financial products and services. It provides personal banking solutions such as checking and savings accounts, credit and debit cards, and identity theft protection. Borrowers can access various loans and mortgage options, while investors benefit from investment products like ETFs, mutual funds, and stocks. The bank also provides a robust set of services for businesses and commercial clients, including cash management, treasury management, and specialized lending solutions. Additionally, Fifth Third offers wealth management services with private banking, trust, and estate services. Customers can benefit from Fifth Third's online and mobile banking platforms, enabling them to bank anywhere at any time. Fifth Third Bank is focused on delivering seamless banking experiences with a strong emphasis on customer convenience and security.

📋 Description

• Lead and oversee documentation, funding, and booking of lease and loan portfolio transactions • Manage the multi-stage closing and funding process for complex middle market and large-ticket lease transactions • Manage pre-funding administration, including documentation creation and review • Negotiate complex transactions with the Sales Team • Coordinate approvals from functional areas for non-standard transactions and ensure regulatory compliance • Ensure accurate and timely booking and funding of transactions • Oversee documentation negotiations with third-party sources and investors for bought or sold transactions • Track and follow up on documentation exceptions • Oversee transaction documentation preparation with the Sales team • Assist with documentation negotiation and supervise follow-up for complete documentation packages • Submit negotiated documentation for legal, accounting, and tax review as required • Coordinate verification of pricing, special credit requirements, residual positions, and return provisions • Supervise the funding and booking process and ensure accurate system input • Coordinate receipt of transaction documentation and sale/assignment documentation from indirect sources • Work with syndications investors to ensure transactions are documented and booked correctly • Provide employees with timely, candid and constructive performance feedback • Develop employees, provide challenging career-growth opportunities, build talent pools, and support succession planning • Recognize and reward employee accomplishments

🎯 Requirements

• 10 plus years related work experience in the leasing Industry • 2-5 years of Direct Doc Team Lead experience preferred but not required • Proficient with Microsoft Office products, including Word, Excel, & Access • InfoLease experience preferred • Legal Background a plus • Bachelor's degree required (Business or finance emphasis preferred) • Strong Customer Service Orientation • Excellent analytical ability • Understanding of varied lease structures and corresponding complex documentation

🏖️ Benefits

• Incentive compensation plan based on company, line of business and/or individual performance • Comprehensive benefits supporting physical, financial, emotional and social well-being • Benefits for employees and their families

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