Leasing Specialist - Office Equipment Vendor Services (OEVS) - 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 Equipment Finance Leasing Specialist is responsible for onboarding, processing, and funding equipment finance transactions while ensuring accuracy, compliance, and an exceptional client experience. This role supports the documentation and funding lifecycle of lease and loan transactions involving equipment such as copiers, printers, software, and other office technology solutions.

The specialist serves as a key liaison among vendors, clients, sales partners, credit teams, tax specialists, and servicing teams to ensure transactions are properly documented, accurately booked, funded timely, and transferred seamlessly throughout the servicing lifecycle. Success in this role requires strong attention to detail, the ability to manage competing priorities, and a willingness to learn multiple aspects of equipment finance operations.

Candidates should be comfortable supporting peak business periods, including month-end and quarter-end processing cycles when additional hours may occasionally be required to meet business needs and operational deadlines.

Key Responsibilities

• Review approved transactions to ensure documentation is complete, accurate, and ready for funding.
• Analyze transaction packages and become familiar with the vendor, customer, funding source, and transaction requirements.
• Onboard and establish transactions according to documented client, vendor, and company-specific requirements.
• Set up new customer accounts and maintain accurate account information across multiple systems of record.
• Pre-book transactions and prepare them for final funding activities.
• Execute final funding processes by authorizing and releasing payments to vendors and funding sources.
• Ensure vendors receive payment in accordance with approved transaction terms and funding requirements.
• Follow established policies, procedures, and client-specific funding guidelines while maintaining regulatory compliance.
• Review vendor notes, funding instructions, and documentation requirements to ensure each transaction is processed correctly.
• Partner with Sales, Credit, Tax, Client Support, and Servicing teams to resolve documentation, funding, and account setup issues.
• Provide support throughout the lease lifecycle, including inquiries related to promotions, pricing, rates, tax treatment, credits, insurance, end-of-term activities, and servicing requests.
• Research and resolve transaction discrepancies while maintaining a high level of accuracy and customer service.
• Ensure completed transactions are properly documented and transitioned to downstream servicing teams.
• Contribute to process improvement initiatives and support operational excellence efforts.
  

Basic Qualifications

• High school diploma or equivalent.
• Three to six years of experience in leasing, equipment finance, or other financial operations activities.
  

Preferred Skills & Experience

• Knowledge of equipment finance and leasing products, lease structures, documentation, servicing, and transaction maintenance processes.
• Experience supporting lease documentation, funding, servicing, or post-funding operations.
• Understanding of credit policies, approval processes, legal documentation, and regulatory requirements.
• Strong analytical, problem-solving, and critical-thinking skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Experience collaborating with multiple business functions to resolve documentation and transaction issues.
• Strong written and verbal communication skills with the ability to effectively interact with customers, vendors, and internal partners.
• Proficiency with Microsoft Office applications and the ability to learn and utilize new systems and software.
• Demonstrated attention to detail and commitment to accuracy in transaction processing.
• Ability to interpret and apply client-specific and vendor-specific funding requirements.
• Experience working with multiple systems and databases to process and maintain transaction records.

Location expectations: This role requires working from a U.S. Bank location three (3) or more days per week. This position is located at the Marshall, MN, location.

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 employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.87 - $27.84

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.