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 Capital Equipment Group supports large-ticket clients, managing transactions end to end. The team partners closely with internal sales, credit, and operational teams to advance transactions from initial request through booking and funding.
The Leasing Specialist 5 role functions as a central coordinator in this process, supporting transactions that vary widely in structure and complexity based on client needs. The role requires strong decision-making, adaptability, and problem-solving skills, as many transactions do not fit fully into standardized processes.
Position Summary
The Leasing Specialist 5 is responsible for managing assigned clients and transactions throughout the transaction lifecycle; from intake through documentation, booking, and funding. This role serves as a primary point of contact for both clients and internal partners, ensuring transactions progress accurately, efficiently, and in accordance with approved credit terms and internal risk guidelines.
The position requires the ability to manage multiple transactions simultaneously, navigate ambiguity, and apply sound judgment when addressing exceptions or non-standard transactions.
Key Responsibilities
Transaction Management & Coordination
Serve as a primary point of contact for assigned clients and transactions.
Manage multiple transactions concurrently, often at different stages of completion.
Review incoming requests for clarity, completeness, and alignment with approvals.
Track and communicate transaction progress from initiation through documentation, booking, and funding.
Customer & Partner Communication
Communicate directly with external customers to obtain required information, clarify documentation requirements, and address questions throughout the transaction lifecycle.
Partner with internal stakeholders - including sales, credit, asset management, documentation, and booking teams - to advance transactions.
Maintain clear, professional, and timely communication while balancing competing priorities.
Respond to inbound inquiries that may fall outside of standard work queues, including ad hoc customer or partner requests.
Documentation & Process Execution
Ensure all components of a transaction align with internal policies, risk standards, and approvals.
Advance transactions through internal systems once documentation and conditions are satisfied.
Problem Solving & Critical Thinking
Apply judgment to transactions that fall outside of standard scenarios due to customer complexity or unique deal structures.
Leverage foundational equipment finance knowledge to evaluate options and determine appropriate next steps when exceptions arise.
Identify potential risks and issues early, and partner with leadership or stakeholders to mitigate them.
Navigate ambiguity effectively, recognizing that not all situations have predefined solutions.
Organization & Prioritization
Maintain accurate tracking of multiple active transactions and their outstanding requirements.
Prioritize work based on urgency, transaction stage, and customer impact.
Adjust focus as priorities shift throughout the day or month.
Collaboration & Team Support
Provide support to teammates outside primary responsibilities as workloads shift across functions.
Participate in cross-training activities to build coverage and operational flexibility.
Engage with peers and leadership to share knowledge and best practices.
Proactively raise questions or concerns to prevent negative downstream impacts.
Basic Qualifications
High school diploma or equivalent
Six to eight years of experience in leasing or other financial operations activities
Preferred Skills/Experience
Experience in equipment finance, leasing, or credit-supported transactions
Ability to manage multiple workstreams simultaneously in a fast-paced environment
Strong written and verbal communication skills
High attention to detail and organizational skills
Demonstrated problem-solving and judgment in non-standard situations
Familiarity with documentation, booking, and funding processes
Experience partnering across sales, credit, and operational teams
Ability to quickly learn and master multiple software applications; strong PC 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 (https://careers.usbank.com/global/en/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 (https://careers.usbank.com/global/en/benefits/us) .
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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .
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: $27.50 - $36.68
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.
