Leasing Specialist - Office Equipment Vendor Services (OEVS) - Equipment Finance

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About the role

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 req

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