Team Leader, Documentation - Equipment Finance

Fifth Third Bancorp
Cincinnati
Workplace: OnsiteFull timeUSD 96,500 - 207,500 annuallyFunction: Finance & AccountingExperience: 10+ yearsEducation: bachelorsSkills: ["Customer service orientation","Analytical ability","Risk awareness","Leadership","Attention to detail"]

Lead and oversee documentation, funding, and booking of equipment lease and loan transactions for a middle-market/large-ticket portfolio. Manage pre-funding administration, transaction documentation review, and accurate, timely booking to prevent reconciliation issues. Partner with Sales to negotiate complex transactions, coordinate approvals for out-of-norm deals to ensure regulatory compliance, and supervise documentation follow-up with indirect sources and syndications investors.

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FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Team Leader, Documentation - Equipment Finance

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Lead and oversee documentation, funding, and booking of equipment lease and loan transactions for a middle-market/large-ticket portfolio. Manage pre-funding administration, transaction documentation review, and accurate, timely booking to prevent reconciliation issues. Partner with Sales to negotiate complex transactions, coordinate approvals for out-of-norm deals to ensure regulatory compliance, and supervise documentation follow-up with indirect sources and syndications investors.
Location: Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Manager level

Key Responsibilities

  • •Oversee transaction documentation preparation with the Sales team, ensuring documentation is timely and accurate and compatible with system handling.
  • •Assist with documentation negotiation and supervise follow-up to deliver complete documentation packages.
  • •Negotiate larger, more complex transactions with the Sales team and ensure requirements are met for legal, accounting, and tax review.
  • •Supervise the funding and booking process, ensuring accuracy of information input into the system for correct booking.
  • •Coordinate with indirect sources and syndications investors to ensure complete, correct documentation for efficient funding and reduced reconciliation issues.

Pay and Benefits

Salary: USD 96,500 - 207,500 annually

Key Requirements

  • •10+ years of related work experience in the leasing industry.
  • •2-5 years of direct Doc Team Lead experience is preferred.
  • •Bachelor’s degree required (Business or finance emphasis preferred).
  • •Proficient with Microsoft Office (Word, Excel, and Access).
  • •Strong analytical ability and understanding of varied lease structures and complex documentation.
Experience:10+ yearsLeasing
Education:Bachelor's in Business or finance emphasis
Skills:Customer service orientationAnalytical abilityRisk awarenessLeadershipAttention to detail
Tech Stack:Microsoft OfficeWordExcelAccessInfoLease

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
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: Cincinnati, United States
Founded: 1858
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