Team Leader, Documentation – Equipment Finance

Fifth Third Bank

. Lead and oversee documentation, funding, and booking of lease and loan portfolio transactions .

Posted 11/6/2026full-timeRemote • Ohio • United StatesSenior💰 $96,500 - $207,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex lease and loan portfolio transactions, ensuring regulatory compliance, and overseeing documentation processes. Proficient in providing leadership and development opportunities for team members while maintaining a strong customer service orientation.

Highest-signal resume keywords

Lease Portfolio ManagementDocumentation NegotiationRegulatory ComplianceCustomer Service OrientationAnalytical Ability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction DocumentationFunding Process ManagementLease Structures UnderstandingDocumentation CreationDocumentation Review

Soft Skills

Performance FeedbackEmployee DevelopmentTeam Leadership

Tools & Technologies

Microsoft OfficeInfoLease

Industry Keywords

Leasing IndustryMiddle Market TransactionsLarge-Ticket TransactionsComplex Documentation

About the role

Key responsibilities & impact

Lead and oversee documentation, funding, and booking of lease and loan portfolio transactions
Manage the multi-stage closing and funding process for complex middle market and large-ticket lease transactions
Manage pre-funding administration, including documentation creation and review
Negotiate complex transactions with the Sales Team
Coordinate approvals from functional areas for non-standard transactions and ensure regulatory compliance
Ensure accurate and timely booking and funding of transactions
Oversee documentation negotiations with third-party sources and investors for bought or sold transactions
Track and follow up on documentation exceptions
Oversee transaction documentation preparation with the Sales team
Assist with documentation negotiation and supervise follow-up for complete documentation packages
Submit negotiated documentation for legal, accounting, and tax review as required
Coordinate verification of pricing, special credit requirements, residual positions, and return provisions
Supervise the funding and booking process and ensure accurate system input
Coordinate receipt of transaction documentation and sale/assignment documentation from indirect sources
Work with syndications investors to ensure transactions are documented and booked correctly
Provide employees with timely, candid and constructive performance feedback
Develop employees, provide challenging career-growth opportunities, build talent pools, and support succession planning
Recognize and reward employee accomplishments

Requirements

What you’ll need

10 plus years related work experience in the leasing Industry
2-5 years of Direct Doc Team Lead experience preferred but not required
Proficient with Microsoft Office products, including Word, Excel, & Access
InfoLease experience preferred
Legal Background a plus
Bachelor's degree required (Business or finance emphasis preferred)
Strong Customer Service Orientation
Excellent analytical ability
Understanding of varied lease structures and corresponding complex documentation

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
Benefits for employees and their families