Transaction and Document Coordinator

Transaction and Document CoordinatorWe're hiring entry-level documentation professionals to begin a career in equipment finance. You'll provide critical support to our Documentation team, learning the fundamentals of commercial lease and loan documentation while handling essential administrative and coordination tasks. This is your entry point into the equipment finance industry with a clear path to advance into Documentation Specialist and ultimately Documentation Administrator roles.This is a foundational role designed for someone eager to learn equipment finance, develop strong organizational skills, and build expertise in transaction documentation and execution.What You'll DoSupport Documentation Specialists and AdministratorsAssist with commercial equipment lease and loan documentation throughout the transaction lifecyclePrepare documentation for lease and loan transactions in accordance with company standard operating proceduresLog new transactions upon receipt of Letter of Intent and depositCommunicate effectively with sales, syndication, and external parties to gather information required for accurate documentationEnsure documents are properly executed and files are maintained in an organized, complete mannerKeep deal-specific notes and status updated in CRM systemsHandle UCC filings and lien searchesPrepare and file UCC Financing StatementsOrder and review UCC lien searches, identifying conflicts and potential issuesObtain non-interest letters, release letters, and subordination agreements from lienholdersReview UCC Financing Statements and company status changes; take necessary actionCoordinate with Documentation Specialists and Administrators on complex lien situationsManage insurance and titling coordinationRequest and review insurance certificates for accuracy and completenessMonitor and track insurance certificate renewalsCoordinate equipment titling process with third-party servicesEnsure proper documentation of insured assets and title perfectionCoordinate vendor invoicing and paymentsEnter vendor invoices into tracking systemsVerify wire instructions and confirm payment amountsTrack vendor payments and notify clients/vendors when disbursements are completedReconcile vendor invoices and proof of payments as applicableMaintain organized tracking systems for payment statusMaintain systems and follow-up processesInput and update transaction data in LeasePlus and Salesforce throughout the deal lifecycleMaintain effective processes to ensure follow-up items are received and cleared promptlyInterface with accounting and other departments to gather lease/loan transaction informationTrack and resolve pre-funding and post-funding documentation exceptionsProvide favorable customer service by professionally resolving client and vendor issuesWhat You'll BringRequired:2+ years related work experience in similar capacity and/or the equipment leasing and finance industryHigh school diploma or equivalent (Bachelor's degree or equivalent experience preferred)Proficient with Microsoft Office programs (Word, Excel, Outlook)Working knowledge of CRM systems (Salesforce.com preferred)Professional attributes:Highly organized with strong attention to detailSelf-motivated and self-starter with a sense of urgencyAbility to work independently and remain professional in high-stress, high-volume work environmentAbility to multi-task and prioritize while meeting tight deadlinesSolid interpersonal skills with ability and confidence to interact with all departments and clientsExcellent written and verbal communication skillsAbility to deliver quality and accurate work consistentlyCustomer-focused approach to resolving client and vendor issuesWhy this Role MattersTransaction and Document Coordinators are the foundation of the documentation team's success.

You ensure that critical administrative tasks are executed flawlessly, allowing Documentation Specialists and Administrators to focus on complex transaction work.When you succeed in this role:Transactions move smoothly through the documentation process without delaysFiles are organized and audit-ready, protecting the company's legal positionUCC filings and lien searches are completed accurately and on timeVendors and customers receive professional, responsive serviceYou build the foundational knowledge needed to advance your careerThis is where equipment finance careers begin. We're investing in teaching you the business from the ground up.Growth OpportunitiesClear career progression path:Transaction and Document Coordinator (12-18 months) ? Learn equipment finance fundamentals and master administrative processesDocumentation Specialist (12-18 months) ?

Begin owning transactions independently with guidanceDocumentation Administrator ? Own full complexity transactions independently across all deal typesThis position is the entry point to a clear career path. We're committed to promoting from within and providing the training, mentorship, and opportunities you need to advance.Why First NationalClear career path from Coordinator ?

Specialist ? Administrator with defined milestonesHands-on training in commercial equipment finance from experienced team membersEntry point into a specialized industry with strong earning potential as you advanceVariety and learning across different industries, equipment types, and transaction structuresInvestment in your development including professional development support and tuition reimbursementGrowing company where you can build a long-term career with increasing responsibilityCompensation & BenefitsCompetitive base salaryComprehensive benefits: Medical, Vision, Dental401(k) retirement planPaid vacation and PTOTeam events, outings, and professional sports attendanceFull-time, Monday-Friday, in-office (Irvine, CA)