First National Capital Corporation · 4 weeks ago
Documentation and Funding Administrator
Irvine, CA
Full-time
Onsite
Mid Level
$75K/yr - $125K/yr
3+ years expFirst National Capital Corporation is a leader in creative private-credit solutions for mid-sized and large companies. The Documentation and Funding Administrator will manage the documentation and funding process for complex equipment finance transactions, ensuring accuracy and compliance while providing exceptional customer service across various departments.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Prepare and verify documentation packages (hands-on execution)
Prepare complete documentation packages for lease and loan transactions from initial document request through booking and funding stages
Perform thorough analysis, verification, and audit of all documentation to ensure files are complete, organized, accurate, and prepared in accordance with credit and funding approvals
Assemble master leases, equipment schedules, promissory notes, guaranties, riders, and other standard transaction documents using company templates and negotiated documents
Review and verify all deal-specific transaction documentation, structure, pricing, and payment procedures prior to delivery to the Vice President for funding
Coordinate lien perfection, property waivers, and insurance requirements
Prepare and file UCC Financing Statements; order and review UCC lien searches to ensure proper lien perfection
Obtain non-interest letters, subordination agreements, landlord waivers, and mortgagee waivers as required by transaction structure
Process lien perfection on Certificates of Title for titled equipment
Review insurance certificates to verify coverage requirements are met
Understand and verify organizational documents and signature requirements
Manage vendor coordination & progress payments
Gather, organize, and accurately maintain vendor invoices and track payments to vendors, including progress payments
Ensure timely and accurate payment to vendors within the parameters of the credit approval
Coordinate vendors invoicing, delivery, acceptance, and payments
Maintain organized tracking systems that provide visibility into vendor payment status and the outstanding items needed before payment
Support funding execution and exception resolution
Coordinate final documentation preparation and assist with review process with funding sources
Prepare and deliver complete funding packages that meet funding source requirements and timelines
Maintain an effective process to follow up and clear any document "exception" issues that remain post-funding
Resolve documentation items promptly to prevent funding delays and ensure clean file closeout
Provide customer service and cross-functional support
Work closely with sales reps, customers, and vendors to resolve client and vendor issues
Interface with finance, accounting, and other departments that provide information regarding lease and loan transactions
Communicate proactively on deal status, requirements, and timelines across all stakeholders
Provide a favorable customer service experience throughout the transaction lifecycle
Maintain systems and ensure compliance
Input, update, and maintain accurate deal data in LeasePlus for data entry, audit, invoicing, and booking
Update Salesforce with current deal status and documentation milestones throughout the transaction lifecycle
Ensure all documentation files are complete, organized, audit-ready, and stored according to company standards
Maintain effective processes to ensure follow-up items are received and resolved in a prompt and timely manner
Qualification
Required
3+ years in equipment leasing/finance documentation and funding (hands-on transaction execution experience in large ticket, complex leasing preferred)
High school diploma or equivalent
Familiarity with equipment finance documentation: Master leases, equipment schedules, and amendments; Promissory notes, guaranties, security agreements, and riders; TRAC leases, Split-TRAC leases, FMV leases, First Amendment leases, and other transaction structures; Insurance certificate requirements, organizational documents, and signature authority verification
Strong working knowledge of UCC lien perfection and filing procedures
Experience obtaining landlord waivers, mortgagee waivers, non-interest letters, and subordination agreements
Advanced Microsoft Office (Word, Excel, Outlook)
Detail-obsessed: You catch what others miss and understand that documentation accuracy protects both the company and the customer
Highly organized: You manage multiple active deals at various stages without dropping balls or missing deadlines
Self-motivated: You take initiative, solve problems proactively, and don't wait to be told what needs to happen next
Strong communicator: You provide clear, timely updates to internal teams and external parties; solid written and verbal communication skills
Customer-focused: You create positive experiences even when resolving complex issues or delivering difficult news
Collaborative: You work seamlessly across functions (Sales, Credit, Syndication, Accounting) and build strong working relationships
Sense of urgency: You understand that timing matters in this business and consistently meet tight deadlines
Preferred
Bachelor's degree or equivalent experience
LeasePlus (or other lease accounting systems) and Salesforce.com preferred
Paralegal experience or training
Multi-state sales/use tax compliance knowledge
Experience working with funding sources and debt syndication
Benefits
401(k)
Medical/dental/vision
HSA/FSA options
Company-paid life insurance
PTO
Tuition reimbursement
Professional development assistance
Company
First National Capital Corporation
First National Capital Corporation is a financial services firm that specializes in equipment and project finance services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Keith Duggan
President & CEO
Bob Hodgson
Chief Financial Officer
Recent News
Equipment Leasing and Finance Association
2025-08-25
Company data provided by crunchbase