JobFull time

Senior Documentation & Funding Specialist

at Jules & Associates · Los Angeles

Details.

Manage complex equipment finance transactions from documentation through funding. Review credit approvals, prepare and modify lease and loan documentation, coordinate closings with clients and vendors, ensure transactions meet credit terms and regulatory requirements, manage UCC filings, validate supporting documentation, and work with sales, underwriting, and operations to ensure accurate and timely funding. Requirements include 4+ years of equipment finance or lending operations experience, strong knowledge of lease and loan documentation and funding processes, attention to detail, strong organization, communication and problem-solving skills, and the ability to manage multiple transactions and deadlines.

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