Leasing Documentation Lead - Asset Finance

Citizens; Johnston (RI); Hybrid; USD 90,000 - 135,000; Full time

Job summary

Citizens Asset Finance is seeking a Lead Documentation Coordinator – Asset Finance to join our Johnston, RI team. The role focuses on reviewing and finalizing complex loan and lease documents, ensuring accuracy and compliance throughout the closing process.

You'll draft revisions, manage lien perfection, and coordinate with internal/external counsel. This position offers opportunities for remote status and cross-location collaboration within Citizens.

Qualifications

• Requires 5+ years of related experience in financial services.
• Post-approval to loan closing process knowledge preferred.
• Knowledge of specialty collateral including aircraft, marine, and rail transactions preferred.
• Strong understanding of lease and loan documentation requirements.
• Self-motivated with the ability to adapt to changing conditions and priorities.
• Bachelor’s Degree required, Paralegal preferred.

Responsibilities

• Review documentation packages prepared by Documentation Coordinators and outside counsel including documentation and collateral review.
• Independently prepare and validate all legal documentation on complex loan and lease transactions to ensure documents reflect the approved structure and comply with policies.
• Provide initial drafts of document revisions based on negotiations or credit approval.
• Demonstrate knowledge of equipment financing to ensure lien perfection and appropriate documents.
• Analyze transactions including pricing, deal structure, collateral evaluation, credit and tax components.
• Manage the closing process with customers, vendors and counsel; authorize closings and instruct operations to disburse funds.
• Independently book transactions using Rapport and ensure timely booking.
• Perform due diligence to ensure conditions precedent are met prior to closing/funding.
• Research and resolve complex operational issues.
• Review UCC searches, UCC1, UCC3; support funding in system of record.
• Support Documentation Manager in procedures, materials, and reporting.
• Act as an informal resource for team members across global time zones.

Skills

Financial services

Document review

UCC knowledge

Time management

Collaboration

Education

Bachelor’s degree

Paralegal

Tools

Rapport

Job description

Citizens Asset Finance is seeking a Lead Documentation Coordinator – Asset Finance to join our Johnston, RI team. The role focuses on reviewing and finalizing complex loan and lease documents, ensuring accuracy and compliance throughout the closing process.

You'll draft revisions, manage lien perfection, and coordinate with internal/external counsel. This position offers opportunities for remote status and cross-location collaboration within Citizens.