Manager, Equipment Finance Documentation and Legal Specialist
Core
Overseeing the development, maintenance, and negotiation of loan and lease documentation for a $2 billion portfolio of serialized commercial asset-backed transactions serving middle-market borrowers.
Role type
Manager, Equipment Finance Documentation and Legal Specialist
Builds
Standardized loan and lease agreements, centralized document repositories, and compliant closing processes for commercial asset-backed transactions.
Domain
Commercial finance law, equipment finance, secured transactions, UCC regulations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Licensed attorney, commercial finance law expertise, UCC regulations knowledge, team management, negotiation, document management systems proficiency, regulatory compliance knowledge
Preferred skills
Equipment finance business development experience, title and closing processes expertise, middle-market borrower needs knowledge
Technologies
Microsoft Office Suite, document management systems
Responsibilities
Draft and revise standard loan and lease agreements, negotiate document changes with client counsel, oversee the closing process, conduct periodic audits of closed transactions, provide legal and operational insights during deal structuring, assist in training staff on documentation standards
Seniority
Manager, team leadership