Equipment Finance Operations Associate

U.S. Bank; Marshall (MN); On-site; USD 2,387,000 - 3,399,000; Full time

Benefits offered by this job

Healthcare

Paid vacation

401(k)

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking an entry-level Leasing Specialist 3 to provide administrative and operational support to the Equipment Finance team. The role involves setting up applications, verifying documents, and coordinating with credit analysts, documentation, sales, and operations to move transactions forward.

The position offers exposure to credit analysis, documentation processes, and compliance activities, with opportunities to learn systems and grow within a collaborative team environment.

Qualifications

• High school diploma or equivalent is required.
• Two to four years of experience in leasing or other financial operations activities is preferred.
• Experience in administrative support, operations, banking, or financial services is a plus.

Responsibilities

• Receive and process requests through a shared email mailbox using a first-in, first-out workflow.
• Set up large- and small-ticket Equipment Finance applications in applicable systems.
• Review incoming transaction packages to confirm required documents and information have been received.
• Verify items such as signed applications, customer financial information, and other documentation required based on the transaction.
• Enter and maintain accurate customer and transaction information across multiple Equipment Finance systems.
• Prepare and organize transaction information so credit analysts have a complete and accurate package for review.
• Support preparation activities for large-ticket transactions involving exposure greater than $1 million.
• Submit financial information for appropriate spreading and credit analysis.
• Complete KYC activities for large- and small-ticket Equipment Finance transactions.

Skills

Attention to detail

Organizational skills

Time management

Communication

Job description

U.S. Bank is seeking an entry-level Leasing Specialist 3 to provide administrative and operational support to the Equipment Finance team. The role involves setting up applications, verifying documents, and coordinating with credit analysts, documentation, sales, and operations to move transactions forward.

The position offers exposure to credit analysis, documentation processes, and compliance activities, with opportunities to learn systems and grow within a collaborative team environment.