Dynamic Equipment Finance Lease Administrator

altiussearchgroup; Irvine (CA); On-site; USD 80,000 - 95,000; Full time

Job summary

Altius Search Group is recruiting a Lease Administrator to support both IT and Industrial/Material Handling equipment finance businesses in Irvine, CA. You will coordinate transactions from credit approval through funding and post-closing administration, working with Sales, Credit, Legal, Accounting, customers, and vendors to ensure accurate documentation and timely closings.

Ideal candidates bring equipment finance experience, strong attention to detail, proficiency with MS Office (Excel), and

Qualifications

• Previous experience in equipment finance, commercial lending, lease documentation, funding, booking, or transaction administration.
• Experience supporting multiple equipment types, ideally including technology and industrial or material-handling assets.
• Familiarity with equipment leases and loans, UCC filings, insurance requirements, titles, and funding procedures.
• Strong attention to detail and the ability to interpret credit approvals and contractual documents accurately.
• Ability to manage multiple transactions and competing priorities in a deadline-driven environment.
• Strong organizational, problem-solving, communication, and customer-service skills.
• Proficiency with Microsoft Office, including Excel.
• Experience with equipment finance lease-management systems or CRM platforms is preferred.
• Bachelor’s degree or an equivalent combination of education and relevant professional experience.

Responsibilities

• Prepare equipment lease, loan, and related transaction documents in accordance with approved credit terms.
• Coordinate documentation and closing requirements with customers, vendors, sales representatives, and internal departments.
• Review executed documents for accuracy, completeness, proper authorization, and satisfaction of funding conditions.
• Collect and verify invoices, equipment schedules, acceptance certificates, insurance evidence, and other required documentation.
• Verify customer, vendor, equipment, pricing, and transaction information before funding and booking.
• Complete or coordinate corporate-status, lien, UCC, title, and other due-diligence searches.
• Prepare and file UCC financing statements and assist with collateral and lien-perfection requirements.
• Assemble complete funding packages, coordinate vendor payments, and support accurate transaction booking.
• Maintain accurate and complete records within the company’s lease-management system.
• Track outstanding documentation, resolve discrepancies, and follow up with the appropriate parties to meet closing deadlines.
• Support transactions involving technology hardware, software, services, and related assets.
• Review detailed IT equipment schedules, serial numbers, vendor invoices, acceptance requirements, and multi-location installations.
• Support progress payments, staged deliveries, interim funding, amendments, and other technology-finance structures.
• Administer transactions involving industrial, material-handling, manufacturing, transportation, construction, and other hard assets.
• Coordinate titles, inspections, appraisals, insurance requirements, and proof of equipment ownership when applicable.
• Verify asset descriptions, identification numbers, delivery, installation, and acceptance documentation.
• Support documentation and collateral-perfection requirements associated with titled or specialized equipment.
• Provide responsive service to customers, vendors, sales representatives, and internal stakeholders.
• Assist with post-closing documentation, reporting, audits, portfolio administration, and special projects.

Job description

Altius Search Group is recruiting a Lease Administrator to support both IT and Industrial/Material Handling equipment finance businesses in Irvine, CA. You will coordinate transactions from credit approval through funding and post-closing administration, working with Sales, Credit, Legal, Accounting, customers, and vendors to ensure accurate documentation and timely closings.

Ideal candidates bring equipment finance experience, strong attention to detail, proficiency with MS Office (Excel), and