Equipment Finance Doc Specialist

Fifth Third Bank

. Manage the entire transaction documentation and closing process for Equipment Finance transactions .

Posted 10/19/2026full-timeUnited StatesMid-LevelSenior💰 $60,100 - $123,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing transaction documentation and closing processes for Equipment Finance, with a strong focus on due diligence, compliance, and regulatory matters. Proficient in loan structures, documentation requirements, and effective communication with clients and stakeholders.

Highest-signal resume keywords

Loan Documentation ExpertiseDue Diligence AnalysisUCC Searches KnowledgeMicrosoft Office ProficiencyAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan StructuresDocumentation RequirementsCollateral ManagementLien PerfectionVehicle Titling ProcessesAccounting Systems KnowledgeTransaction Closing ProcessesFinancial AnalysisRegulatory ComplianceProblem Solving

Soft Skills

Effective CommunicationDecision-MakingTeam Player AttitudeAnalytical SkillsAbility to Prioritize Tasks

Industry Keywords

Equipment FinanceKnow Your CustomerUCC-1/UCC-3 PreparationFinance LeasesSyndicated TransactionsMunicipal TransactionsInterim Financing ProductsTax LeasesRail FinancingLoan Closing Process

About the role

Key responsibilities & impact

Manage the entire transaction documentation and closing process for Equipment Finance transactions
Work directly with clients, relationship managers, portfolio managers, asset managers and pricing managers to address policy, compliance and regulatory matters
Manage and prioritize work queues and work-in-progress within the closing calendar
Ensure transactions are documented and closed according to credit and asset management approval conditions
Determine, obtain and analyze due diligence items, including Know Your Customer requirements, UCC searches, proof of insurance, corporate documents, assignment documents, UCC-1/UCC-3 preparation, invoices/proof of payment and MSO/titles
Confirm vendor or customer wire instructions
Prepare documentation and obtain accounting, tax, pricing and legal approvals
Determine when legal counsel assistance is required for transaction issues
Verify underwriting, pricing and equipment management approval conditions for funding; resolve or escalate deficiencies
Prepare ACE transaction and funding communications for disbursement via wire, deposit account and check payments
Ensure filings, subordinations/releases and motor vehicle title work perfect Fifth Third’s liens/ownership
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 products, municipal transactions, leverage leases, rail financing and syndicated transactions

Requirements

What you’ll need

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

Benefits

Comp & perks

Incentive compensation plan based on company, line of business and/or individual performance
Comprehensive benefits supporting physical, financial, emotional and social well-being
Differentiated compensation offerings
Reasonable accommodation for essential job functions