Equipment Finance Documentation Specialist I (HYBRID- Alpharetta, GA)

Alpharetta, GA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

The Equipment Finance Document Specialist I will assist EF Documentation Specialists II & III with the transactions after they are closed/funded.

Insurance follow-up
Title follow-up
Record review and terminate UCC-1 and UCC-3 filings and Data Entry
Create/Maintain files for completed packages
Prepare post-closing loan packages to include maintaining files and clearing exceptions and post-funding items
Image or file recorded titles and ELTs
Assist with ordering reviewing and updating UCC Lien Searches determining when releases/disclaimers of interest are required for a transaction
Handle releases of Liens/Titles
Adhere to all applicable laws and regulations governing bank operations
Sorting and filing received documentation
Copying and scanning documentation
Preparing Loan Documentation packages

Organizational Relationship

This position reports to the Equipment Finance Documentation Manager.

Position Qualifications

Education & Experience

At least 1 year in the Finance/Banking Industry

Knowledge & Skills

Learn loan/lease accounting software systems and equipment lease and loan modeling and pricing software
Software applications including Excel and Word
Superior customer service skills
Excellent computer skills relevant to Microsoft Office Suites
Excellent communication skills
Well organized with attention to detail
Ability to prioritize and manage multiple priorities and make independent decisions
Flexible able to adapt to change
Superior time management and problem solving skills
Ability to work independently as well as within a team environment

Salary offered will be based on several factors including but not limited to education work experience certifications etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting are proud to be an EEO/AA employer Minority/Female/Disability/Veteran. We maintain a drug-free workplace.

Required Experience:

The Equipment Finance Document Specialist I will assist EF Documentation Specialists II & III with the transactions after they are closed/funded.Insurance follow-upTitle follow-upRecord review and terminate UCC-1 and UCC-3 filings and Data EntryCreate/Maintain files for completed packagesPrepare pos...