Sr. Leasing Specialist - Capital Equipment Group (CEG) | Equipment Finance

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Leasing Specialist 5 supports the Capital Equipment Group (CEG) within Equipment Finance, a large‑ticket business focused on complex, high‑value equipment finance transactions. This role is responsible for preparing, reviewing, and processing lease documentation that supports customer‑direct financing transactions ranging from six‑figure to multi‑million‑dollar deals.
 

The position is highly process‑driven, detail‑oriented, and collaborative, requiring close partnership with leasing associates, internal stakeholders, external vendors, and management to ensure accurate and timely completion of documentation.
 

Key Responsibilities

• Organize and maintain transaction files received from leasing associates to ensure completeness and accuracy
• Prepare and populate standardized lease and financing document templates using transaction‑specific details, including pricing, structure, and customer information
• Review legal and organizational documents (e.g., LLC operating agreements) for accuracy and alignment with transaction requirements
• Coordinate with third‑party vendors to order lien searches, file UCCs, and obtain certificates of good standing and articles of organization
• Convert finalized documentation into PDF format and distribute to leasing associates for execution
• Create and manage shipping labels and documentation delivery as needed
• Support quality control through consistent adherence to established processes and manager review standards
• Manage multiple transactions simultaneously while meeting accuracy, compliance, and turnaround expectations
   

Business & Role Context

• Supports Capital Equipment Group (CEG), a large‑ticket equipment finance business
• Transactions typically involve complex deal structures and a wide range of asset types, such as vehicle fleets, technology equipment, aircraft, marine equipment, rail, forklifts, and other high‑value equipment
• Work is performed in a direct‑to‑customer financing model
• Although processes are standardized, transactions vary significantly, providing ongoing exposure to different deal structures and terms
   

Basic Qualifications

• High school diploma or equivalent
• Six to eight years of experience in leasing or other financial operations activities
   

Preferred Experience & Skills

• Ability to work independently and manage a steady volume of work
• Knowledge of leasing and lending products, terminology, policies, procedures, legal documents, systems, and funding requirements

• Understanding of credit policies, approval processes, and applicable regulatory requirements
• Strong critical thinking skills related to lease and loan documentation construction
• Ability to quickly learn and master multiple software applications; strong PC skills
• Proven commitment to quality customer service and ability to work well with customers and internal partners
• Strong general office and organizational skills
• Excellent verbal and written communication skills
• Microsoft Office (Excel, Word) and Adobe experience is preferred
   

Location expectations 

This role requires working from a U.S. Bank location three (3) or more days per week.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and emp