Team Leader, Documentation – Equipment Finance

🔥 12 hours ago

🏈 Ohio – Remote

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💵 $96.5k - $207.5k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Logo of Fifth Third Bank

Fifth Third Bank

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 multiple-stage process for closing and funding complex middle market and large-ticket lease transactions • Manage pre-funding administration, including documentation creation and review • Negotiate complex transactions in conjunction with the Sales Team • Coordinate approvals for non-standard transactions to ensure regulatory compliance and protect the bank's interests • 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 and verify system handling of transaction structures • Assist the Sales Team with documentation negotiation and 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 funding and booking and ensure accurate system input • Coordinate receipt of transaction and sale/assignment documentation from indirect sources • Work with Syndications investors to ensure transactions are documented correctly and completely and facilitate transaction sales • Provide timely, candid, and constructive performance feedback; develop employees; build talent pools; support succession planning; recognize and reward accomplishments • Manage risk by identifying, assessing, monitoring, managing, and reporting risks while following bank policies and procedures

🎯 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

• Comprehensive benefits programs supporting physical, financial, emotional and social well-being • Incentive compensation plan based on company, line of business and/or individual performance • Employee recognition and differentiated compensation offerings

Apply Now

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