Senior Documentation Specialist: Commercial Lease Closings

Axos Bank; United States; Remote; USD 68.000 - 77.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, Vision, and Life

Paid Sick Leave, 3 weeks Vacation &

HSA or FSA account and other voluntary

401(k) + 529 Savings Plan

Employee Mortgage Loan Program and Axo

Zusammenfassung

Axos Bank is hiring a Documentation Specialist III to manage the documentation and closing process for commercial equipment lease transactions. You will review credit approvals, legal and financial documents, lien searches, and vendor documents to ensure accurate, compliant closings.

The role requires collaboration with Sales, Credit, customers, and third-party partners to enhance the customer experience while mitigating risk.

Qualifikationen

• High school diploma or equivalent; bachelor’s degree preferred
• 3+ years of experience in commercial lease documentation, contracts, or related field
• Strong knowledge of documentation, funding, closing, and business processes with attention to detail
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Strong written, verbal, and interpersonal communication
• Highly organized and self-motivated with ability to manage multiple priorities and deadlines
• Ability to work independently and exercise sound judgment in fast-paced environment
• Experience training, mentoring, or leading team members preferred
• Commitment to operational excellence, risk management, policy compliance, and customer service
• Ability to approve fundings and document signings within established authorization limits
• Extended computer and telephone use; occasional travel may be required

Aufgaben

• Reviews documentation requests with vendor info and determines due diligence against final credit approvals
• Interprets 3rd party vendor information and ensures accuracy of customer and collateral
• Performs data entry and selects documents from prior due diligence for processing
• Coordinates with 3rd party vendors and customers to determine closing date
• Ensures accurate insurance and active coverage for customers
• Gathers all elements for a clean close and data entry for funding
• Processes transaction bookings through servicing agents
• Clears post-close items and system alerts within 5 business days
• Manages workload by monitoring requests and tracking progress
• Communicates with customers, sales, and vendors to resolve open items
• Partners with internal service teams to complete transactions
• Identifies exceptions and may resolve escalated items
• May assist in training and onboarding of new hires
• Provides responses and documentation for inquiries and ad hoc requests
• Gathers feedback on workflow and may participate in projects
• Works with in-house counsel when applicable
• Other duties as assigned

Kenntnisse

Attention to detail

Strong communication

Independent worker

Time management

Mentoring/training

Risk awareness

Operational excellence

Ausbildung

High school diploma

Bachelor’s degree preferred

Tools

Excel

Word

Outlook

PowerPoint

Microsoft Office Suite

Jobbeschreibung

Axos Bank is hiring a Documentation Specialist III to manage the documentation and closing process for commercial equipment lease transactions. You will review credit approvals, legal and financial documents, lien searches, and vendor documents to ensure accurate, compliant closings.

The role requires collaboration with Sales, Credit, customers, and third-party partners to enhance the customer experience while mitigating risk.