Equipment Lease Documentation Specialist

altiussearchgroup; Irvine (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

altiussearchgroup is seeking a detail-oriented Lease Specialist to support documentation, coordination, and administration of equipment leasing transactions in Irvine, CA. You will collaborate with customers, vendors, sales teams, and internal departments to move transactions from pricing and documentation through funding and vendor payments.

The ideal candidate has equipment leasing experience, strong customer service skills, and the ability to manage multiple priorities in a fast-paced

Qualifications

• 1–2 years of equipment leasing or equipment finance experience preferred.
• Bachelor’s degree or equivalent professional experience preferred.
• Working knowledge of lease documentation, transaction processing, and customer support within a leasing environment.
• Moderate proficiency with Microsoft Word and Microsoft Excel.
• Experience with LeaseWave, Microsoft SharePoint, or SSRS reporting is a plus.

Responsibilities

• Communicate with customers regarding pricing, required financial information, outstanding documentation, and transaction status.
• Work with customers, vendors, sales representatives, and internal teams to structure and process front-end lease transactions.
• Respond to customer questions related to proposals, schedules, lease terms, equipment details, and documentation requirements.
• Assist in resolving customer, vendor, and interdepartmental issues in a timely and professional manner.
• Ensure customers understand key lease obligations, documentation requirements, and transaction timelines.
• Provide a high level of service and support to customers, vendors, and internal business partners.
• Enter equipment and transaction details into the leasing system.
• Create, organize, and maintain complete and accurate lease files.
• Coordinate order placement with outside vendors and assist with invoice reconciliation.
• Process documentation required for bank line advances, funding, and vendor payments.
• Maintain internal tracking logs to monitor funding needs, outstanding items, and transaction progress.
• Prepare accurate lease schedule documentation in accordance with transaction structure and legal requirements.
• Partner with sales to support proper account management and transaction follow-through.
• Assist with administrative duties, including filing, UCC-related items, email follow-up, phone communication, and troubleshooting as needed.

Skills

Customer service

Attention to detail

Time management

Multitasking

Communication skills

Follow-up skills

Education

Bachelor's degree or equivalent

Tools

LeaseWave

Microsoft SharePoint

SSRS reporting

Microsoft Word

Microsoft Excel

Job description

altiussearchgroup is seeking a detail-oriented Lease Specialist to support documentation, coordination, and administration of equipment leasing transactions in Irvine, CA. You will collaborate with customers, vendors, sales teams, and internal departments to move transactions from pricing and documentation through funding and vendor payments.

The ideal candidate has equipment leasing experience, strong customer service skills, and the ability to manage multiple priorities in a fast-paced