Vice President, Documentation & Lease Administration (Equipment Finance)

First National Capital Corporation; Irvine (CA); On-site; USD 125,000 - 155,000; Full time

Job summary

First National Capital Corporation in Irvine, CA seeks a Vice President of Documentation & Lease Administration to lead end-to-end docs and lease oversight for complex equipment finance transactions. You will review, negotiate, and manage master leases, notes, and related documents with cross-functional partners to keep deals moving toward funding.

You will mentor the documentation team, develop standards and workflows, and ensure audit-ready files while maintaining strong risk controls in a

Qualifications

• 7+ years in equipment leasing or finance documentation and funding.
• Experience leading documentation teams and senior mentoring.
• Deep knowledge of UCC filings, lien perfection, and insurance docs.
• Proven ability to review and negotiate master leases and notes.
• Familiarity with TRAC, Split-TRAC, FMV, and First Amendment leases.
• Strong judgment, attention to detail, and risk mitigation.

Responsibilities

• Lead the end-to-end documentation and lease administration process for complex equipment lease and loan transactions.
• Review, prepare, and negotiate master leases, equipment schedules, promissory notes, guaranties, amendments, riders, and other transaction documents.
• Oversee UCC filings, lien searches and perfection, titled equipment requirements, insurance documentation, organizational documents, and signature authority.
• Review transaction structures and documentation for consistency with credit approvals, legal requirements, and company policies.
• Partner with Sales, Credit, Syndication, Accounting, and funding sources to resolve documentation issues and keep transactions moving toward closing.
• Manage complex documentation exceptions, waivers, amendments, and post-funding requirements, escalating issues as needed.

Skills

Leadership

Attention to detail

Documentation

Communication

Education

Bachelor's degree in finance/accounting/business

Tools

Salesforce

LeasePlus

Microsoft Word

Excel

Outlook

Job description

First National Capital designs and delivers creative private-credit solutions for mid-sized and large companies, going beyond the limits of traditional lending. With more than $4.5B funded across equipment, technology, aircraft, and complex capital projects, our clients count on our capital strength, speed of execution, and advisory mindset to close high-stakes deals.

The Role

We are hiring a Vice President, Documentation & Lease Administration to lead the documentation and lease administration function for complex equipment finance transactions. You will oversee the process from approved transaction through documentation, funding, booking, and post-closing, ensuring deals are structured and documented accurately, risks are addressed, and transactions move efficiently to close. Success in this role means strong documentation standards, clean and audit-ready files, well-managed risk, and a team that can execute complex transactions accurately and on time.

Responsibilities

• Lead the end-to-end documentation and lease administration process for complex equipment lease and loan transactions.
• Review, prepare, and negotiate master leases, equipment schedules, promissory notes, guaranties, amendments, riders, and other transaction documents.
• Oversee UCC filings, lien searches and perfection, titled equipment requirements, insurance documentation, organizational documents, and signature authority.
• Review transaction structures and documentation for consistency with credit approvals, legal requirements, and company policies.
• Partner closely with Sales, Credit, Syndication, Accounting, and funding sources to resolve documentation issues and keep transactions moving toward closing.
• Manage complex documentation exceptions, waivers, amendments, and post-funding requirements, escalating legal or credit issues when appropriate.
• Lead, mentor, and support documentation and lease administration team members, providing guidance on complex transactions and establishing clear standards for execution.
• Develop and improve documentation procedures, controls, workflows, and best practices to increase efficiency, consistency, and risk management.
• Maintain accurate transaction records and ensure documentation files remain complete, organized, and audit-ready.

Qualifications

• 7+ years of direct experience in equipment leasing or finance documentation, funding, and lease administration, with significant exposure to complex or large-ticket transactions.
• Demonstrated leadership experience managing, mentoring, or providing senior-level guidance to documentation or operations professionals.
• Deep working knowledge of equipment lease and loan documentation, UCC lien perfection and filing, insurance requirements, organizational documents, and signature authority.
• Strong experience reviewing and negotiating master leases, schedules, promissory notes, guaranties, amendments, and related transaction documents.
• Familiarity with equipment finance structures such as TRAC, Split-TRAC, FMV, and First Amendment leases.
• Experience working with funding sources, syndication partners, outside counsel, and internal credit and sales teams on complex transactions.
• Strong judgment, attention to detail, and ability to identify and resolve documentation, operational, and risk issues before they delay funding.
• Highly organized and self-directed, with the ability to manage multiple transactions, priorities, and deadlines in a fast-paced environment.
• Excellent written and verbal communication skills, with the ability to collaborate effectively across departments and provide clear guidance on complex matters.
• LeasePlus or comparable lease accounting system experience and Salesforce preferred, along with strong Microsoft Word, Excel, and Outlook skills.
• Bachelor’s degree in finance, accounting, business, or a related field preferred; equivalent relevant equipment finance experience will also be considered.

Why This Role Matters

The Vice President of Documentation & Lease Administration plays a critical role in turning complex approved transactions into successfully funded deals. This position protects the company’s legal and financial interests while helping Sales and Credit move quickly, ensuring customers and funding partners experience a smooth and professional closing process. You will also help shape the standards, processes, and team responsible for supporting the company as transaction volume and complexity continue to grow.

Details

Irvine, CA. Full-time, on-site. Compensation is $125,000 to $155,000 per year plus a performance-based annual bonus, with a full benefits package (401(k), medical, dental, vision, HSA and FSA options, life insurance, PTO, tuition reimbursement, and professional development support).

First National Capital is an Equal Opportunity Employer.