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Citizens Bank Logo Citizens Bank · Finance

Commercial Operations Lead Documentation Specialist

United States, Johnston 96000.00 - 106000.00 USD / Year · Job Posted March 24, 2026
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Job Description

Citizens Asset Finance (CAF) is headquartered in Johnston, RI and provides secured finance transactions for commercial clients. Products include loans, capital leases, synthetic leases, leveraged leases, direct finance leases and operating leases. CAF operates on a national business platform providing coverage to the equipment financing industry throughout North America. The Lead Documentation Coordinator is a critical member of the CAF documentation team, who is responsible for ensuring that leases and loans with complex structures and/or documentation requirements are documented and closed in accordance with credit approval, product guidelines and regulatory requirements, as well as approving outgoing funds to clients and vendors.

Job Responsibility

  • Review documentation packages prepared by Documentation Coordinators and outside legal counsel including documentation and collateral (invoice/asset) review, outgoing wire validation and approval and pre-bookings entered into system
  • Perform appropriate due diligence to ensure all conditions precedent are met prior to closing / funding a transaction
  • Research and resolve complex operational issues
  • Must be well versed in UCC requirements to review UCC searches, UCC1, UCC3
  • Assist in the development, implementation, and training on any new processes, tools or software enhancements
  • Be able to review documents that CAF purchases and facilitate funding and pre-booking in system of record
  • Support the Documentation Manager in establishing and maintaining appropriate procedures, training materials, control environment, metrics and reporting
  • Act as an informal resource for colleagues on the team

Requirements

  • 5+ years of related experience in financial services
  • Understanding of lease and loan documentation requirements
  • Ability to effectively manage multiple priorities through planning and time management
  • Advance knowledge of post-approval to loan closing process for equipment finance transactions (preferred)
  • Strong knowledge of lease accounting system (preferred)
  • Have a collaborative style, be flexible, and have an ability to partner with other team members across global time zones
  • Self-motivated with an ability to adapt and adjust to changing conditions and priorities
  • An evidenced and accomplished history of independent problem solving
  • Established track record of delivery results in a complex environment
  • Demonstrated motivation to assist with team goals
  • Prior supervisor experience a plus
  • Bachelor’s Degree required, Paralegal preferred

Nice to have

  • Advance knowledge of post-approval to loan closing process for equipment finance transactions
  • Strong knowledge of lease accounting system
  • Prior supervisor experience

What we offer

  • Comprehensive medical, dental and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
  • Paid time off policy exceeds mandatory requirements
  • Opportunity to earn an annual discretionary bonus
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