[Hiring] Lead Documentation Coordinator @Citizens Bank

Role Description

The Lead Documentation Coordinator is a critical member of the CAF documentation team, responsible for:

• Determining the appropriate financing documents.
• Ensuring documents have been properly prepared, authorized, and executed.
• Confirming that all conditions precedent to closing have been met.
• Completing due diligence to perfect CAF’s security interest in the collateral.
• Ensuring all terms and conditions prescribed by the credit approval have been satisfied.
• Maintaining a portfolio of complex transactions and CAF customers.
• Reviewing documentation packages of other team members.

Additional duties include:

• Reviewing documentation packages prepared by Documentation Coordinators and outside legal counsel.
• Independently preparing and validating all legal documentation on complex loan and lease transactions.
• Providing initial drafts of document revisions based on negotiations or specific requirements.
• Demonstrating knowledge of various types of equipment being financed.
• Analyzing and understanding transactions, including pricing, deal structure, collateral evaluation, credit, and tax components.
• Managing the closing process with all parties, including customers, vendors, and counsel.
• Independently booking transactions using the CAF front-end system (Rapport).
• Performing appropriate due diligence prior to closing/funding a transaction.
• Researching and resolving complex operational issues.
• Reviewing UCC searches and documents.
• Supporting the Documentation Manager in establishing and maintaining procedures and training materials.
• Acting as an informal resource for colleagues on the team.

Qualifications

• Requires 5+ years of related experience in financial services.
• Prefer advanced knowledge of post-approval to loan closing process for equipment finance transactions.
• Prefer strong knowledge of lease accounting systems.
• Prefer knowledge of specialty collateral including aircraft, marine, and rail transactions.
• Strong understanding of lease and loan documentation requirements.
• Self-motivated with an ability to adapt to changing conditions and priorities.
• Collaborative style with flexibility to partner with team members across global time zones.
• Proven history of independent problem solving.
• Established track record of delivering results in a complex environment.
• Ability to effectively manage multiple priorities through planning and time management.
• Demonstrated motivation to assist with team goals.
• Bachelor’s Degree required; Paralegal preferred.

Requirements

• This position is available in Johnston, RI; Chicago, IL; Columbus, OH; Charlotte, NC.
• Qualified candidates may be considered for remote status.
• Work Schedule: 40 hours per week, Monday – Friday, 8:00am – 5:00pm.

Company Description

Citizens Asset Finance (CAF) is headquartered in Johnston, RI and provides secured finance transactions for commercial clients. Products include:

• Loans
• Capital leases
• Synthetic leases
• Leveraged leases
• Direct finance leases
• Operating leases

CAF operates on a national business platform providing coverage to the equipment financing industry throughout North America.