Funding & Documentation Specialist, Equipment Finance

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

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.