Documentation Specialist III

Axos Bank

. Manage the documentation and closing process for commercial equipment lease transactions .

Posted 10/14/2026full-timeRemote • Ohio • United StatesMid-LevelSenior💰 $68,000 - $77,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing commercial lease documentation and closing processes, with a strong focus on attention to detail, operational excellence, and effective communication with stakeholders. Proficient in vendor due diligence, funding approvals, and compliance with financial services standards.

Highest-signal resume keywords

Commercial Lease DocumentationVendor Due DiligenceFunding ApprovalsMicrosoft Office SuiteCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Documentation ManagementClosing ProcessesFinancial ServicesData EntryContract Review

Soft Skills

Attention to DetailOrganizational SkillsSelf-MotivationJudgmentTeam Leadership

Industry Keywords

Operational ExcellenceRisk ManagementPolicy ComplianceCustomer ServiceE-Verify

About the role

Key responsibilities & impact

Manage the documentation and closing process for commercial equipment lease transactions
Review and interpret credit approvals, legal and financial documents, lien searches, and vendor documentation
Review documentation requests containing vendor purchase orders/invoices and pricing, and determine due diligence requirements against final credit approvals
Request and interpret third-party vendor information and complete required vendor due diligence
Complete system-required data entry and select appropriate documents from prior due diligence
Process documentation and send it to the correct party
Coordinate with third-party vendors and customers to determine closing dates
Follow up with customers or agents for accurate and active insurance
Gather all required elements for a clean close, including accurate funding data entry
Process transaction booking through a servicing agent
Clear post-close items and system alerts within 5 business days after final booking
Independently manage incoming documentation requests and work in progress
Communicate with customers, Sales, and third-party vendors regarding open items and closing timelines
Partner with internal service partners to complete transactions
Identify, address, and escalate exceptions and resolve escalated items
Assist with training and onboarding of new hires
Provide responses and documentation for inquiries and ad hoc requests involving specialized programs
Provide feedback on workflow and received work
Participate in projects as a resource or subject matter expert
Work with in-house counsel when applicable
Perform other duties as assigned

Requirements

What you’ll need

High school diploma or equivalent required; bachelor's degree preferred
3+ years of experience in commercial lease documentation, contracts, financial services, or a related field
Strong knowledge of documentation, funding, closing, and business processes
Exceptional attention to detail
Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint
Strong written, verbal, and interpersonal communication skills
Highly organized and self-motivated with the ability to manage multiple priorities and deadlines
Ability to work independently, exercise sound judgment, and adapt quickly in a fast-paced environment
Experience training, mentoring, or leading team members preferred
Commitment to operational excellence, risk management, policy compliance, and customer service
Ability to approve fundings and document signings within established authorization limits
Prolonged periods of computer and telephone use
Occasional travel may be required
Successful completion of a credit check, criminal background check, and pre-employment drug screening, including screening for marijuana
Must satisfy employment eligibility verification requirements through E-Verify

Benefits

Comp & perks

Eligible for an Annual Discretionary Cash Bonus Target: 10%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%
Medical, Dental, Vision, and Life Insurance
Paid Sick Leave
3 weeks’ Vacation
Holidays (about 11 a year)
HSA or FSA account
Other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program
529 Savings Plan
Employee Mortgage Loan Program
Free access to an Axos Bank Account with Self-Directed Trading