About this role
Job Family: Wholesale Banking
Job Sub-Family: Equipment Leasing & Finance
Career Specialization: Equipment Leasing & Finance Loan Documentation & Processing
Career Stream: Support
Career Level: S2
Job Profile
Sub-Family Definition
Equipment Leasing & Finance is responsible for originating, structuring, evaluating, and managing equipment lease and finance solutions for commercial and institutional clients. Activities may include:
- #### Assessing client needs
- #### Analyzing financial strength
- #### Evaluating collateral and asset values
- #### Developing tailored leasing or financing arrangements that support client business objectives
- #### Managing the end-to-end lifecycle of equipment finance transactions
- #### Ensuring adherence to credit policies and regulatory requirements
- #### Coordinating documentation and funding processes, and maintaining strong portfolio oversight
Career Specialization Definition
The Equipment Leasing & Finance Loan Documentation & Processing activities may include:
- #### Preparing and reviewing loan documentation
- #### Support for tasks related to the loan process, including independently processing, closing, and funding loans, and signing off on conditions
- #### Arranging the financing of dealer inventory in consumer and capital goods
- #### Financing activities may be conducted with equipment manufacturers or directly with dealers
- #### Other duties as assigned
Career Level Definition
Requires basic knowledge of job procedures & tools obtained through work experience and may require vocational or technical education. Responsibilities typically include:
- #### Working under moderate supervision.
- #### Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures.
- #### Communicates information that requires some explanation or interpretation.
Knowledge & Experience
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- #### Typically requires 2+ years relevant experience
- #### May require vocational or technical training
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