Transaction Coordinator (Equipment Finance)

Lion Technology Finance | Orange County, CA | Full-Time, In-Office

About Us

Lion Technology Finance is an equipment finance company based in Orange County. We fund technology and commercial equipment for businesses nationwide through a mix of direct lending and lender partnerships, working closely with equipment vendors and their customers. We're a lean, growing team where your work directly moves deals to funding: no bureaucracy, no getting lost in a big org chart.

The Role

You'll own the transaction from credit approval through funding. Sales brings in the deal; you make sure it closes cleanly and fast. This is a detail-heavy, deadline-driven role at the center of everything we do.

What you'll do:

• Prepare, send, and track lease and finance documentation packages (DocuSign and wet-ink)
• Review returned documents for accuracy and completeness before submission
• Coordinate funding requirements with lenders, vendors, and customers, including invoices, insurance certificates, verbal verifications, and delivery confirmations
• File and track UCC-1 financing statements and title work where applicable
• Manage funding checklists and keep deals moving through the pipeline daily
• Communicate proactively with sales reps, vendor partners, and lender funding desks on outstanding items
• Keep CRM records accurate and current through each deal stage
• Handle post-funding items: vendor payment confirmations, welcome packets, and file cleanup

What We're Looking For

• 2+ years in equipment finance, leasing, commercial lending, escrow, or a similar documentation-heavy role (equipment finance experience strongly preferred)
• Exceptional attention to detail. You catch the missing initial on page 4.
• Strong written and phone communication; you'll be the point of contact keeping multiple parties aligned
• Comfortable juggling 15-30 active files at different stages without dropping anything
• Proficiency with DocuSign, Excel/Google Sheets, and CRM systems
• A sense of urgency. Funding deadlines are real, and you treat them that way.

Pay: $51,175.66 - $61,630.90 per year

Benefits:

• 401(k)
• Health insurance
• Retirement plan

Work Location: In person