Junior Equipment Finance Documentation Specialist

First National Capital Corporation; Irvine (CA); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Clear career path

Hands-on training in equipment finance

Tuition reimbursement

Paid vacation and PTO

Team events and outings

In-office Irvine, CA — Mon-Fri

Job summary

First National Capital Corporation in Irvine, CA is hiring an entry-level Documentation Coordinator to support the Documentation team. You will learn equipment finance basics and handle administrative tasks while supporting lease and loan documentation.

You will assist with UCC filings, lien searches, insurance certificates, titling, and invoicing. This role offers a clear path to Documentation Specialist and Administrator as you gain experience.

Qualifications

• 2+ years related work experience in equipment leasing/finance or similar field.
• High school diploma or equivalent (Bachelor’s degree preferred).
• Proficient with Microsoft Office programs (Word, Excel, Outlook).
• Working knowledge of CRM systems (Salesforce.com preferred).

Responsibilities

• Assist with commercial equipment lease and loan documentation throughout the transaction lifecycle.
• Prepare documentation for lease and loan transactions per procedures.
• Log new transactions upon receipt of LOI and deposit.
• Coordinate with sales, syndication, and external parties to gather required information.
• Ensure documents are executed and files are organized and complete.
• Maintain deal notes and status in CRM systems.
• Prepare and file UCC Financing Statements and review lien searches.
• Obtain non-interest letters, release letters, and subordination agreements from lienholders.
• Coordinate insurance certificates and equipment titling processes with third parties.
• Enter vendor invoices, verify wire instructions, track payments, and reconcile invoices.
• Update transaction data in LeasePlus and Salesforce; ensure follow-ups are cleared.

Skills

Microsoft Office

CRM systems (Salesforce.com)

Organizational skills

Communication skills

Attention to detail

Independent work

Education

High school diploma or equivalent

Bachelor’s degree or equivalent experience preferred

Tools

CRM: Salesforce.com

Job description

First National Capital Corporation in Irvine, CA is hiring an entry-level Documentation Coordinator to support the Documentation team. You will learn equipment finance basics and handle administrative tasks while supporting lease and loan documentation.

You will assist with UCC filings, lien searches, insurance certificates, titling, and invoicing. This role offers a clear path to Documentation Specialist and Administrator as you gain experience.