Equipment Finance Leasing Pro: Funding & Onboarding

U.S. Bank; Marshall (MN); On-site; USD 59,870,000 - 79,773,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) with employer match

Paid vacation and holidays

Sick and Safe Leave

Job summary

U.S. Bank is seeking an Equipment Finance Leasing Specialist to onboard, process, and fund equipment finance transactions, including copiers, printers, and software. You will coordinate among vendors, clients, sales teams, credit, tax, and servicing to ensure accurate documentation and timely funding.

This role emphasizes attention to detail, the ability to manage competing priorities, and flexibility during peak periods such as month-end and quarter-end processing.

Qualifications

• High school diploma or equivalent required.
• Three to six years of experience in leasing, equipment finance, or other financial operations activities.
• Knowledge of equipment finance and leasing products, lease structures, documentation, servicing, and transaction maintenance processes.

Responsibilities

• Review approved transactions to ensure documentation is complete, accurate, and ready for funding.
• Analyze transaction packages and become familiar with the vendor, customer, funding source, and transaction requirements.
• Onboard and establish transactions according to documented client, vendor, and company-specific requirements.
• Set up new customer accounts and maintain accurate account information across multiple systems of record.
• Pre-book transactions and prepare them for final funding activities.
• Execute final funding processes by authorizing and releasing payments to vendors and funding sources.
• Ensure vendors receive payment in accordance with approved transaction terms and funding requirements.
• Follow established policies, procedures, and client-specific funding guidelines while maintaining regulatory compliance.
• Review vendor notes, funding instructions, and documentation requirements to ensure each transaction is processed correctly.
• Partner with Sales, Credit, Tax, Client Support, and Servicing teams to resolve documentation, funding, and account setup issues.
• Provide support throughout the lease lifecycle, including inquiries related to promotions, pricing, rates, tax treatment, credits, insurance, end-of-term activities, and servicing requests.
• Research and resolve transaction discrepancies while maintaining a high level of accuracy and customer service.
• Ensure completed transactions are properly documented and transitioned to downstream servicing teams.
• Contribute to process improvement initiatives and support operational excellence efforts.

Skills

Equipment finance knowledge

Analytical skills

Communication skills

Detail-oriented

Education

High school diploma or equivalent

Tools

MS Office

Job description

U.S. Bank is seeking an Equipment Finance Leasing Specialist to onboard, process, and fund equipment finance transactions, including copiers, printers, and software. You will coordinate among vendors, clients, sales teams, credit, tax, and servicing to ensure accurate documentation and timely funding.

This role emphasizes attention to detail, the ability to manage competing priorities, and flexibility during peak periods such as month-end and quarter-end processing.