Documentation and Funding Administrator

About First National Capital

First National Capital designs and delivers creative private-credit solutions for mid-sized and large companies going beyond the limits of traditional lending. With more than $4.5B funded across equipment technology aircraft and complex capital projects our clients count on our capital strength speed of execution and advisory mindset to close high-stakes deals.

The Role

We are hiring a detail-oriented Documentation and Funding Administrator to own the documentation and funding process for complex equipment finance transactions. You will be the operational backbone that turns approved deals into funded transactions making sure every UCC filing landlord waiver vendor invoice and funding package is accurate complete and on time. Success looks like clean audit-ready files no funding delays caused by documentation gaps and deals that close on schedule because the paperwork never slows them down.

Responsibilities

• Prepare and verify complete documentation packages for lease and loan transactions from initial document request through booking and funding.
• Assemble master leases equipment schedules promissory notes guaranties and riders using company templates and negotiated documents.
• Prepare and file UCC Financing Statements order and review lien searches and process lien perfection on titled equipment.
• Obtain landlord waivers mortgagee waivers non-interest letters and subordination agreements as the transaction structure requires.
• Track vendor invoices and progress payments and coordinate timely accurate payments within credit approval parameters.
• Prepare and deliver funding packages that meet funding source requirements and timelines and clear post-funding exceptions promptly.
• Maintain accurate deal data in LeasePlus and Salesforce and keep files organized and audit-ready.
• Partner with Sales Credit Syndication and Accounting to resolve issues and communicate deal status proactively.

Qualifications

• 3 years in equipment leasing or finance documentation and funding (large-ticket complex leasing preferred).
• Working knowledge of UCC lien perfection and filing insurance certificate review organizational documents and signature authority verification.
• Familiarity with master leases schedules promissory notes guaranties and structures such as TRAC Split-TRAC FMV and First Amendment leases.
• Experience obtaining landlord and mortgagee waivers non-interest letters and subordination agreements.
• Systems: LeasePlus or a comparable lease accounting system and Salesforce preferred plus advanced Word Excel and Outlook.
• Detail-obsessed highly organized and self-motivated with strong written and verbal communication and a genuine sense of urgency.
• High school diploma or equivalent required bachelors degree or equivalent experience preferred.
• Nice to have: paralegal training multi-state sales and use tax knowledge or experience with funding sources and syndication.

Why This Role Matters

Documentation Administrators are the reason deals actually close. When you execute flawlessly Sales moves faster customers trust our professionalism the companys legal position is protected and vendors get paid on time. This is risk management relationship management and operational excellence in one role with real room to grow into leadership as the company scales.

Details

Irvine CA. Full-time on-site. Compensation is $75000 to $125000 per year plus a performance-based annual bonus with a full benefits package (401(k) medical dental vision HSA and FSA options life insurance PTO tuition reimbursement and professional development support).

First National Capital is an Equal Opportunity Employer.