Equipment Finance - Leasing Specialist

 

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Leasing Specialist 3 provides administrative and operational support to the Equipment Finance business line. This role works closely with credit analysts, documentation partners, sales teams, and operations teams to prepare commercial equipment finance transactions for review and processing.
 

Responsibilities include setting up transactions, confirming required documentation has been received, entering information into Equipment Finance systems, preparing financial information for credit review, and completing Know Your Customer (KYC) activities. The role supports application setup for both large- and small-ticket transactions, provides additional preparation support for large-ticket transactions with exposure greater than $1 million, and completes KYC work across the Equipment Finance business line.
 

This is an entry-level opportunity for someone who is organized, detail-oriented, comfortable learning new systems, and able to manage a varied workload in a collaborative environment. The position provides broad exposure to Equipment Finance and opportunities to build knowledge of credit, documentation, operations, compliance, and other areas of the business.
 

Key Responsibilities

• Receive and process requests through a shared email mailbox using a first-in, first-out workflow.
• Set up large- and small-ticket Equipment Finance applications in applicable systems.
• Review incoming transaction packages to confirm required documents and information have been received.
• Verify items such as signed applications, customer financial information, and other documentation required based on the transaction.
• Enter and maintain accurate customer and transaction information across multiple Equipment Finance systems.
• Prepare and organize transaction information so credit analysts have a complete and accurate package for review.
• Support preparation activities for large-ticket transactions involving exposure greater than $1 million.
• Submit financial information for appropriate spreading and credit analysis.
• Complete KYC activities for large- and small-ticket Equipment Finance transactions.
• Monitor and process work from the KYC system queue.
• Support a variety of requests, including application setup, credit-line withdrawals, and other transaction-related activities.
• Identify missing information, documentation gaps, or data discrepancies and coordinate with the appropriate partners to resolve them.
• Collaborate with credit analysts, documentation teams, sales partners, and operations teams to help transactions move efficiently through the process.
• Handle sensitive customer, financial, and transaction information accurately and responsibly.
• Follow established procedures, service expectations, and applicable compliance requirements.
• Assist with additional operational activities and projects as assigned.
   

Basic Qualifications

• High school diploma or equivalent
• Two to four years of experience in leasing or other financial operations activities
   

Preferred Skills and Experience

• Experience in administrative support, operations, banking, financial services, customer service, retail, hospitality, or another fast-paced service environment.
• Strong attention to detail and commitment to accuracy.
• Effective organizational and time-management skills.
• Ability to prioritize work and manage requests from multiple queues.
• Ability to learn new systems, processes, and terminology.
• Comfort working across multiple applications and switching between tasks.
• Clear written and verbal communication skills.
• Working knowledge of Microsoft Outlook and Teams.
• Ability to work independently while contributing to a collaborative team environment.
• Demonstrated reliability, adaptability, and willingness to ask questions and continue learning.
   

Location expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $21.25 - $28.32

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.