Documentation Specialist II - Equipment Finance - Capital Market

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Home, KS, USA
In-Office
28K-33K Hourly
Senior level
Fintech • Financial Services
The Role
Prepare, review, and ensure compliance of lease and loan documentation; coordinate with clients and internal stakeholders; maintain accurate booking/funding data; mentor junior staff; propose process improvements and support special projects while adhering to regulatory requirements.
Summary Generated by Built In

Position Title

Documentation Specialist II - Equipment Finance - Capital Market

Location

Nationwide, MI 48098

Job Summary

The Documentation Specialist - Equipment Finance - Capital Market is responsible for independently reviewing and preparing of lease and loan documentation in accordance with internal policies and procedures to ensure accuracy, regulatory compliance, and timely closing. This mid-level role works directly with clients and internal partners to support the overall operational efficiency and quality of the department for excellence.

Job Responsibilities:

JOB RESPONSIBILITIES

  • Document Preparation & Compliance Review: Independently draft and review documentation in accordance with policies and applicable regulations.

  • Client Coordination: Act as a secondary point of contact for clients during transaction closings, coordinating with legal and internal stakeholders.

  • Data & System Accuracy: Ensure accurate data entry into booking/funding systems and resolve discrepancies.

  • Mentorship & Training: Support training and provide guidance to entry-level documentation specialists.

  • Industry Knowledge & Process Improvement: Stay current on regulatory updates and propose process improvements where applicable.

ADDITIONAL ACCOUNTABILITIES

  • Performs special projects, and additional duties and responsibilities as required.

  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.  Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

  • Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent. 

  • Minimum experience required: 7+ Years in banking, leasing, or financial services with 3+ years of documentation experience.

  • Demonstrated ability to interpret legal and financial documentation.

  • Proficiency in Microsoft Word and Excel.

  • Strong organizational, communication, and critical thinking skills.

Preferred Qualifications:

  • Experience in public funding or municipal finance.

  • Familiarity with industry-specific documentation software.

Job Competencies:

  • Working knowledge of public finance and leasing structures.

  • Strong attention to detail and analytical skills.

  • Ability to manage multiple transactions under deadlines.

  • Client-focused and collaborative work style.

  • Physical demands (ADA): No unusual physical exertion is involved.

If your work location is in an area in which qualifies for our enhanced market pricing, the following range will apply: $28.29 - $33.14.

Flagstar is an Equal Opportunity Employer


We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank

Pay Range

$18.45 - $28.82

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.

Skills Required

  • High School diploma or equivalent (GED, HiSET, TASC)
  • 7+ years in banking, leasing, or financial services with 3+ years documentation experience
  • Demonstrated ability to interpret legal and financial documentation
  • Proficiency in Microsoft Word and Excel
  • Strong organizational, communication, and critical thinking skills
  • Experience in public funding or municipal finance
  • Familiarity with industry-specific documentation software

Flagstar Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Flagstar Bank and has not been reviewed or approved by Flagstar Bank.

  • Leave & Time Off Breadth — Time‑off programs include accrued PTO that scales with tenure, separate sick time, company holidays plus a floating day, and a paid community involvement day. Paid parental bonding leave of six weeks is available after a year of service.
  • Healthcare Strength — Coverage includes multiple medical plan choices (Cigna OAP options and Kaiser for CA/HI) with preventive medications at no cost and integrated pharmacy benefits. Dental through Delta Dental and two VSP vision plans provide additional coverage choice.
  • Retirement Support — A 401(k) plan with a company match supports long‑term savings. Employer‑paid life/AD&D and disability coverage complement retirement planning.

Flagstar Bank Insights

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The Company
HQ: Troy, MI
8,025 Employees

What We Do

Thank you for visiting Flagstar Bank on LinkedIn, and we look forward to being part of your financial journey. On December 1, 2022, New York Community Bank (NYCB) and Flagstar Bank joined together to become one company. Today, New York Community Bancorp, Inc. is the parent company of Flagstar Bank, N.A., one of the largest regional banks in the country. The company is headquartered in Hicksville, New York. At June 30, 2024, the company had assets of $119.1 billion. We operate over 400 branches across 10 states, including a significant presence in the Northeast and Midwest and locations in high growth markets in the Southeast and on the West Coast. Flagstar Mortgage operates nationally through a wholesale network of approximately 3,000 third-party mortgage originators. We believe in cultivating a diverse, inclusive, and respectful workplace that engages employees, broadens perspectives, and encourages teamwork. We hire people who represent the talents, experiences, backgrounds, and diversity of the communities we serve. Together our goal is to deliver a new energy in banking to our customers, opening new doors for financial and personal success. Customers will have access to a broad spectrum of technology, products and services—all with a shared customer-first approach. Relationships are at the center of all that we do, enhanced by our commitment to delivering local market expertise, personalized solutions, and a long-standing focus on strengthening our communities. Follow us on LinkedIn to stay up to date on news and updates, new hires, community initiatives, access to our collective insights, and banking industry updates that you need to know.

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