Commercial Operations Lead Leasing Documentation Coordinator

Citizens Bank
Chicago, Columbus, Charlotte
Workplace: OnsiteFull timeUSD 90,240 - 135,360Function: Business OperationsExperience: 5+ yearsEducation: bachelorsSkills: ["Accountability","Collaborating","Curiosity","Persistence and Tenacity","Presentation Skills"]

Lead the asset finance documentation process by determining appropriate financing documents, ensuring legal preparation/authorization/execution, and confirming conditions precedent are met prior to closing. Review complex documentation packages, independently prepare and validate legal documents for loan/lease structures, and support closing activities including wire validation and transaction booking in Rapport. Maintain a portfolio of complex transactions while resolving operational issues and researching UCC requirements for collateral security perfection.

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Citizens Bank
Citizens Bank
3 days ago

Commercial Operations Lead Leasing Documentation Coordinator

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Lead the asset finance documentation process by determining appropriate financing documents, ensuring legal preparation/authorization/execution, and confirming conditions precedent are met prior to closing. Review complex documentation packages, independently prepare and validate legal documents for loan/lease structures, and support closing activities including wire validation and transaction booking in Rapport. Maintain a portfolio of complex transactions while resolving operational issues and researching UCC requirements for collateral security perfection.
Location: Chicago, Columbus, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Determine appropriate financing documents and ensure documents are properly prepared, authorized, executed, and consistent with credit approvals and product/regulatory requirements.
  • •Review documentation packages (including collateral/invoice review and outgoing wire validation/approval) and validate pre-bookings entered into the system.
  • •Independently prepare and validate legal documentation for complex loan and lease transactions, including collateral security/due diligence and conditions precedent.
  • •Manage the closing process with customers, vendors, and internal/external counsel; authorize closings and instruct operations to disburse funds.
  • •Independently book transactions in the CAF front-end system (Rapport) and resolve complex operational issues.

Pay and Benefits

Salary: USD 90,240 - 135,360

Key Requirements

  • •5+ years of related experience in financial services.
  • •Bachelor’s Degree required; Paralegal preferred.
  • •Strong understanding of lease and loan documentation requirements.
  • •Must be well versed in UCC requirements (UCC searches, UCC1, UCC3).
  • •Ability to manage multiple priorities through planning and time management.
Experience:5+ yearsFinancial servicesEquipment finance
Education:Bachelor's
Skills:AccountabilityCollaboratingCuriosityPersistence and TenacityPresentation Skills
Languages:US
Tech Stack:Rapport

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website