Commercial Operations Lead Documentation Specialist

Description

Citizens Asset Finance (CAF) is headquartered in Johnston, RI and provides secured finance transactions for commercial clients. Products include loans, capital leases, synthetic leases, leveraged leases, direct finance leases and operating leases. CAF operates on a national business platform providing coverage to the equipment financing industry throughout North America.

The Lead Documentation Coordinator is a critical member of the CAF documentation team, who is responsible for ensuring that leases and loans with complex structures and/or documentation requirements are documented and closed in accordance with credit approval, product guidelines and regulatory requirements, as well as approving outgoing funds to clients and vendors. The incumbent will have the following primary responsibilities:

Review documentation packages prepared by Documentation Coordinators and outside legal counsel including documentation and collateral (invoice/asset) review, outgoing wire validation and approval and pre-bookings entered into system.

Perform appropriate due diligence to ensure all conditions precedent are met prior to closing / funding a transaction

Research and resolve complex operational issues

Must be well versed in UCC requirements to review UCC searches, UCC1, UCC3

Assist in the development, implementation, and training on any new processes, tools or software enhancements

Be able to review documents that CAF purchases and facilitate funding and pre-booking in system of record

Support the Documentation Manager in establishing and maintaining appropriate procedures, training materials, control environment, metrics and reporting

Act as an informal resource for colleagues on the team

Qualifications

Requires 5+ years of related experience in financial services

Prefer advance knowledge of post-approval to loan closing process for equipment finance transactions. Prefer strong knowledge of lease accounting system

Understanding of lease and loan documentation requirements

Self-motivated with an ability to adapt and adjust to changing conditions and priorities

Have a collaborative style, be flexible, and have an ability to partner with other team members across global time zones

An evidenced and accomplished history of independent problem solving

Established track record of delivery results in a complex environment

Ability to effectively manage multiple priorities through planning and time management

Demonstrated motivation to assist with team goals

Prior supervisor experience a plus

Bachelor's Degree required, Paralegal preferred

Hours/Work Schedule

40 hours per week, Monday - Friday, 8:00am - 5:00pm

This position is available in Johnston, RI; Chicago, IL; Columbus, OH; Charlotte, NC, hybrid 4 days on-site, 1 day remote.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.