Lead, Documentation — Complex Leasing & Funding

Fifth Third Bank; United States; On-site; USD 97,000 - 208,000; Full time

Job summary

Fifth Third Bank is seeking a Team Leader, Documentation for Equipment Finance in Cincinnati, Ohio. The role oversees the preparation, negotiation and funding of complex lease and loan documents, ensuring accuracy and timely booking in our systems.

You will coach a Direct Doc Team, manage risk, and coordinate with Sales, Legal, Accounting and Tax to protect the bank's interests while delivering a superior customer experience.

Qualifications

• 10+ years related work experience in the leasing industry.
• 2-5 years of Direct Doc Team Lead experience preferred.
• Proficient with Microsoft Office (Word, Excel, Access).
• InfoLease experience preferred.
• Legal background a plus.
• Bachelor's degree in business or finance.
• Strong Customer Service Orientation.
• Excellent analytical ability.
• Understanding of varied lease structures and complex documentation.

Responsibilities

• Oversee transaction documentation preparation with Sales to ensure timely, accurate packages.
• Assist Sales with doc negotiation and supervise follow-up for complete documentation packages.
• Negotiate larger, more complex transactions with Sales.
• Ensure docs meet Leasing requirements and are reviewed by legal, accounting, and tax.
• Coordinate with leasing staff to verify pricing, credit requirements, residuals and return provisions.
• Supervise funding and booking accuracy in the system.
• Coordinate with indirect sources to obtain timely receipt of docs and sale/assignment papers.
• Work with Syndications investors prior to funding to ensure correct documentation.
• Ensure transactions are correctly booked to aid servicing and reconcile issues.

Skills

Leasing industry experience

Doc Team Lead

Microsoft Office

Legal background

Customer service

Analytical ability

Lease structures

Education

Bachelor's degree in Business or Finance

Tools

InfoLease

Job description

Fifth Third Bank is seeking a Team Leader, Documentation for Equipment Finance in Cincinnati, Ohio. The role oversees the preparation, negotiation and funding of complex lease and loan documents, ensuring accuracy and timely booking in our systems.

You will coach a Direct Doc Team, manage risk, and coordinate with Sales, Legal, Accounting and Tax to protect the bank's interests while delivering a superior customer experience.