Equipment Finance Document Specialist

Fifth Third Bank

Equipment finance documentation specialist closing lease and loan transactions for Fifth Third Bank. Coordinating due diligence, lien perfection, funding and accounting-system boarding across stakeholders.

Posted 8/4/2026full-timeCincinnati • Illinois, Maryland, Ohio • 🇺🇸 United StatesMid-LevelSenior💰 $61,200 - $125,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing transaction documentation and closing processes for Equipment Finance, with a strong focus on due diligence, lien perfection, and compliance with legal and financial requirements. Proficient in coordinating with various stakeholders and managing multiple tasks effectively under pressure.

Highest-signal resume keywords

Loan Documentation ExpertiseDue Diligence AnalysisUCC Searches KnowledgeBank Accounting Systems ProficiencyStrong Attention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Structures KnowledgeDocumentation Requirements ProficiencyLien Perfection ProcessesCorporate Document ManagementTransaction Compliance Preparation

Soft Skills

Effective Problem-Solving SkillsSolid Decision-Making SkillsStrong Verbal Communication SkillsStrong Written Communication SkillsAbility to Prioritize Tasks

Tools & Technologies

Microsoft Office ProficiencyBank Policies and Procedures Knowledge

Industry Keywords

Equipment Finance TransactionsFinance LeasesTax LeasesSyndicated TransactionsCollateral Management

About the role

Key responsibilities & impact

Manage the entire transaction documentation and closing process for Equipment Finance transactions
Participate actively on deal teams with clients, relationship managers, portfolio managers, asset managers and pricing managers
Manage and prioritize work queues for new lease/loan transactions
Manage work-in-progress within the closing calendar and coordinate internal and external stakeholders
Ensure transactions are documented and closed according to credit and asset management approval conditions
Determine, obtain and analyze due diligence items, including KYC requirements, UCC searches, insurance, corporate documents, assignments, UCC filings, invoices, proof of payment, MSO/titles and wire instructions
Prepare documentation in compliance with transaction terms
Obtain accounting, tax, pricing and legal approvals
Determine whether legal counsel is needed for transaction issues and unresolved legal matters
Confirm underwriting, pricing and equipment management approval conditions are satisfied before funding
Resolve deficiencies and escalate disputes when necessary
Prepare ACE transaction and funding communications for wire, deposit account and check payments
Ensure lien and ownership perfection filings and obtain applicable subordinations/releases
Coordinate interim draws
Board lease/loan transactions into the accounting system
Follow up on outstanding items and meet departmental goals and service standards
Escalate issues, participate in assigned projects and suggest efficiency improvements
Handle loans, finance leases, tax leases, synthetic leases, interim financing, municipal transactions, leverage leases, rail financing and syndicated transactions

Requirements

What you’ll need

3–5 years’ experience with loan documentation, with expertise in due diligence and perfection processes preferred
Bachelor’s degree in Business or equivalent work experience preferred
Proficient knowledge of loan structures and documentation requirements
Knowledge of loan documentation, collateral, lien perfection, UCC searches and vehicle titling preferred
Working knowledge of bank accounting/boarding systems
Working knowledge of bank policies and procedures
Proficiency with Microsoft Office products
Strong attention to detail
Effective problem-solving and analytical skills
Ability to handle and prioritize multiple tasks
Ability to work independently with minimal direction
Solid decision-making skills
Solid verbal and written communication skills
Comfortable interacting with corporate customers and peers
Ability to meet deadlines under pressure

Benefits

Comp & perks

Incentive compensation plan eligibility based on company, line of business and/or individual performance
Comprehensive benefits programs
Benefits supporting physical, financial, emotional and social well-being
Differentiated compensation offerings
Equal employment opportunity and inclusive culture