Documentation and Funding Administrator

First National Capital Corporation; Irvine (CA); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

401(k)

Medical

Dental

Vision

HSA and FSA options

Life insurance

PTO

Tuition reimbursement

Professional development support

Job summary

First National Capital is hiring a Documentation and Funding Administrator in Irvine, CA to own the documentation and funding process for complex equipment financings. You will ensure UCC perfection, landlord waivers, and reliable funding packages to prevent delays.

The role requires 3+ years in equipment leasing documentation, strong attention to detail, and proficiency with LeasePlus and Salesforce. A Bachelor’s degree or paralegal training is preferred.

Qualifications

• 3+ years in equipment leasing or finance documentation and funding.
• Knowledge of UCC lien perfection and filing, and review of insurance certificates.
• Experience with master leases, schedules, promissory notes, guaranties, and TRAC/First Amendment leases.
• Experience obtaining landlord and mortgagee waivers, non-interest letters, and subordination agreements.
• Proficiency with LeasePlus or comparable system and Salesforce; strong Word/Excel/Outlook.
• Detail-oriented, highly organized, with strong written and verbal communication and a sense of urgency.
• High school diploma or equivalent required; bachelor's degree or equivalent experience preferred.
• Nice to have: paralegal training, multi-state sales and use tax knowledge, or experience with funding sources and syndication.

Responsibilities

• Prepare and verify complete documentation packages for lease and loan transactions, from initial request through booking and funding.
• Assemble master leases, equipment schedules, promissory notes, guaranties, and riders using templates and negotiated documents.
• Prepare and file UCC Financing Statements, review lien searches, and process lien perfection on titled equipment.
• Obtain landlord waivers, mortgagee waivers, non-interest letters, and subordination agreements as required.
• Track vendor invoices and progress payments, coordinating timely, accurate payments within credit parameters.
• Prepare and deliver funding packages that meet funding source requirements and timelines, clearing post-funding exceptions promptly.
• Maintain accurate deal data in LeasePlus and Salesforce, keeping files organized and audit-ready.
• Partner with Sales, Credit, Syndication, and Accounting to resolve issues and communicate deal status.

Skills

Lease documentation

UCC perfection

Salesforce

Attention to detail

Vendor management

Education

Bachelor's degree or equivalent

Paralegal training or similar

Tools

LeasePlus or similar lease system

Salesforce

Microsoft Word

Microsoft Excel

Outlook

Job description

About First National Capital

First National Capital designs and delivers creative private-credit solutions for mid-sized and large companies, going beyond the limits of traditional lending. With more than $4.5B funded across equipment, technology, aircraft, and complex capital projects, our clients count on our capital strength, speed of execution, and advisory mindset to close high-stakes deals.

About First National Capital

First National Capital designs and delivers creative private-credit solutions for mid-sized and large companies, going beyond the limits of traditional lending. With more than $4.5B funded across equipment, technology, aircraft, and complex capital projects, our clients count on our capital strength, speed of execution, and advisory mindset to close high-stakes deals.

The Role

We are hiring a detail-oriented Documentation and Funding Administrator to own the documentation and funding process for complex equipment finance transactions. You will be the operational backbone that turns approved deals into funded transactions, making sure every UCC filing, landlord waiver, vendor invoice, and funding package is accurate, complete, and on time. Success looks like clean, audit-ready files, no funding delays caused by documentation gaps, and deals that close on schedule because the paperwork never slows them down.

Responsibilities

• Prepare and verify complete documentation packages for lease and loan transactions, from initial document request through booking and funding.
• Assemble master leases, equipment schedules, promissory notes, guaranties, and riders using company templates and negotiated documents.
• Prepare and file UCC Financing Statements, order and review lien searches, and process lien perfection on titled equipment.
• Obtain landlord waivers, mortgagee waivers, non-interest letters, and subordination agreements as the transaction structure requires.
• Track vendor invoices and progress payments, and coordinate timely, accurate payments within credit approval parameters.
• Prepare and deliver funding packages that meet funding source requirements and timelines, and clear post-funding exceptions promptly.
• Maintain accurate deal data in LeasePlus and Salesforce, and keep files organized and audit-ready.
• Partner with Sales, Credit, Syndication, and Accounting to resolve issues and communicate deal status proactively.

Qualifications

• 3+ years in equipment leasing or finance documentation and funding (large-ticket, complex leasing preferred).
• Working knowledge of UCC lien perfection and filing, insurance certificate review, organizational documents, and signature authority verification.
• Familiarity with master leases, schedules, promissory notes, guaranties, and structures such as TRAC, Split-TRAC, FMV, and First Amendment leases.
• Experience obtaining landlord and mortgagee waivers, non-interest letters, and subordination agreements.
• Systems: LeasePlus or a comparable lease accounting system and Salesforce preferred, plus advanced Word, Excel, and Outlook.
• Detail-obsessed, highly organized, and self-motivated, with strong written and verbal communication and a genuine sense of urgency.
• High school diploma or equivalent required, bachelor's degree or equivalent experience preferred.
• Nice to have: paralegal training, multi-state sales and use tax knowledge, or experience with funding sources and syndication.

Why This Role Matters

Documentation Administrators are the reason deals actually close. When you execute flawlessly, Sales moves faster, customers trust our professionalism, the company's legal position is protected, and vendors get paid on time. This is risk management, relationship management, and operational excellence in one role, with real room to grow into leadership as the company scales.

Details

Irvine, CA. Full-time, on-site.

Compensation is $75,000 to $125,000 per year plus a performance-based annual bonus, with a full benefits package.

• 401(k)
• medical
• dental
• vision
• HSA and FSA options
• life insurance
• PTO
• tuition reimbursement
• professional development support

First National Capital is an Equal Opportunity Employer.