Specialist II - Equipment Leasing & Finance Loan Documentation & Processing

Job Family: Wholesale Banking

Job Sub-Family: Equipment Leasing & Finance

Career Specialization: Equipment Leasing & Finance Loan Documentation & Processing

Career Stream: Support

Career Level: S2

Job Profile

Sub-Family Definition

Equipment Leasing & Finance is responsible for originating, structuring, evaluating, and managing equipment lease and finance solutions for commercial and institutional clients. Activities may include:

• Assessing client needs

• Analyzing financial strength

• Evaluating collateral and asset values

• Developing tailored leasing or financing arrangements that support client business objectives

• Managing the end-to-end lifecycle of equipment finance transactions

• Ensuring adherence to credit policies and regulatory requirements

• Coordinating documentation and funding processes, and maintaining strong portfolio oversight

Career Specialization Definition

The Equipment Leasing & Finance Loan Documentation & Processing activities may include:

• Preparing and reviewing loan documentation

• Support for tasks related to the loan process, including independently processing, closing, and funding loans, and signing off on conditions

• Arranging the financing of dealer inventory in consumer and capital goods

• Financing activities may be conducted with equipment manufacturers or directly with dealers

• Other duties as assigned

Career Level Definition

Requires basic knowledge of job procedures & tools obtained through work experience and may require vocational or technical education. Responsibilities typically include:

• Working under moderate supervision.

• Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures.

• Communicates information that requires some explanation or interpretation.

Knowledge & Experience

• Typically requires 2+ years relevant experience

• May require vocational or technical training

Job Code: WBEFLS2

FLSA Status: Non-Exempt

Salary Grade: 114

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