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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in complex transaction structuring, legal documentation negotiation, and risk management within the equipment finance sector. Capable of leading multi-party financing arrangements and collaborating effectively across various stakeholders to ensure successful transaction execution.
Highest-signal resume keywords
Complex Transaction StructuringLegal Documentation NegotiationRisk Management PracticesEquipment Finance ExpertiseSyndicated Transactions
About the role
Key responsibilities & impact- Serve as the lead transaction manager for KEF's most complex, highly structured, and strategically significant transactions
- Independently manage and execute multi-party financing structures, syndications, synthetic real estate transactions, structured finance facilities, and other non-standard financing arrangements
- Lead negotiations of complex financing documentation with customers, external counsel, participant institutions, investors, and other stakeholders
- Partner with Sales, Capital Markets, Credit, Legal, Asset Management, Pricing, Tax, and other stakeholders to develop and implement transaction structures
- Serve as the primary escalation point for documentation issues, transaction structuring questions, and complex negotiations
- Identify documentation, structure, operational, collateral, compliance, and execution risks and develop mitigation solutions
- Review, analyze, and negotiate legal documentation while balancing commercial objectives, risk management, and client requirements
- Provide consultation and guidance to Contract Managers and Account Managers
- Participate in opportunity-phase transaction structuring discussions and recommend documentation, feasibility, risk, and execution strategies
- Develop negotiation best practices, documentation guidance, standard positions, and transaction playbooks
- Act as a trusted advisor to Sales and Capital Markets personnel
- Exercise delegated documentation and funding authority within Schedule of Authority guidelines
- Facilitate communication to ensure timely execution and funding of complex transactions
- Participate in training and development activities for TCM personnel
- Lead or participate in strategic projects involving transaction documentation, execution processes, and complex financing initiatives
- Represent TCM as a subject matter expert in internal working groups, business initiatives, and special projects
- Maintain advanced knowledge of equipment finance products, capital markets structures, legal documentation developments, regulatory requirements, and market practices
- Perform other duties, special projects, and reports as assigned
Requirements
What you’ll need- Bachelor's Degree in Business, Finance, Economics, Accounting, Legal Studies, or equivalent work experience
- Minimum 10 years of equipment finance, commercial finance, banking, structured finance, legal documentation, or related industry experience
- Expertise in complex transaction structuring, documentation negotiation, and transaction execution
- Extensive experience negotiating legal documentation with customers, external counsel, financial institutions, and other counterparties
- Strong understanding of equipment finance products, syndications, structured finance transactions, collateral perfection, documentation practices, and risk management principles
- Ability to independently manage highly complex transactions involving multiple stakeholders and competing priorities
- Strong analytical, problem-solving, communication, and negotiation skills
- Ability to influence and lead across organizations without direct management authority
- Ability to operate effectively in a fast-paced and highly dynamic environment
- Preferred: Juris Doctor (JD) degree
- Preferred experience with complex commercial finance or equipment finance documentation
- Preferred experience with syndicated transactions, multi-investor structures, synthetic real estate transactions, or capital markets transactions
- Preferred experience working directly with external legal counsel and third-party financing institutions
- Advanced knowledge of equipment finance legal documentation and transaction structuring
- Strong oral and written skills
- Active listening
- Strong interpersonal skills
- Ability to synthesize information quickly and efficiently
- Detail orientation
- Strong time management skills and ability to work independently
- Equipment finance expertise
- Risk management practices
- KEF/KGF ExpressLink
- Ability to process funding events and identify red flags or escalate issues appropriately
Benefits
Comp & perks- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- In-office presence prioritized, with flexible options where roles can be performed effectively in a mobile environment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ExecutionDocumentation PracticesCollateral PerfectionStructured FinanceFinancial AnalysisNegotiation StrategiesCompliance Risk AssessmentFunding Event ProcessingAnalytical Problem-SolvingMulti-Party Financing Structures
Soft Skills
Strong Communication SkillsInterpersonal SkillsDetail OrientationTime ManagementActive Listening
Tools & Technologies
KEF/KGF ExpressLink
Certifications & Qualifications
Juris Doctor (JD)
Industry Keywords
Equipment FinanceCommercial FinanceBankingStructured FinanceSyndicationsSynthetic Real Estate TransactionsCapital MarketsLegal StudiesDocumentation GuidanceTransaction Playbooks