Equipment Finance Documentation Specialist II

Job Title: Equipment Finance Documentation Specialist II

Job Location: Alpharetta, Georgia, United States of America, 30009

Assignment Accountabilities:  

• Responsible for driving all steps of the closing process on equipment lease and loan transactions with Equipment Finance from evaluating documentation requests from Regional Directors and Capital Markets for completeness to booking/funding transactions.
• Knowledge of various transactions and collateral types to determine required documentation and lien perfection method for each transaction including UCC filings, titled vehicles, marine (Coast Guard) and aircraft (FAA) transactions
• Direct contact with customers including CEOs, Presidents, CFOs, and Owners and Outside Counsel; Strong client facing communication, customer service, and negotiating skills
• Documentation negotiation with customers and 3^rdparties (vendors, landlords etc.)
• Complete KYC/CIP/CBO process for new customers and transactions to ensure compliance with banking regulations
• Prepare loan and lease equipment documentation to ensure transactions meet credit approvals, bank policies, and legal requirements for collection and collateral perfection
• Review documentation on transactions being purchased by the Capital Markets team from third parties
• Working with third parties, outside attorneys and customers in the review and negotiation of loan and lease transactions and sale documents involved in Capital Markets transactions
• Board transactions into the loan/lease accounting software system (Aspire)
• Work closely with Organization Equipment Finance’s Regional Directors, credit personnel, accounting personnel and Loan Services
• Perform account maintenance and research as needed
• Prepare post-closing loan packages to include maintaining files and clearing exceptions and post-funding items
• Image or file financial statements and documents as needed
• Perform duties pertaining to credit reports, insurance compliance and other items as required
• Determining when UCC Lien Searches are required for a transaction, ordering and reviewing searches, determining when releases/disclaimers of interest are required for a transaction
• Prepare tickets and/or wire transfers as needed
• Process draws which may include title updates and inspections
• Process payments and advances on loans
• Prepare pay off quotes and handle releases
• Adhere to all applicable laws and regulations governing bank operations

Organizational Relationship:

• This position reports to the Equipment Finance Documentation Manager.

Assignment Qualifications: 

Education & Experience:

• Bachelor’s degree in finance, banking or other related field preferred or equivalent experience
• Minimum of five (5) years in Equipment Finance within a financial institution

Knowledge & Skills:

• Proficiency with loan/lease accounting software system (Aspire)
• Software applications including Excel, Word, SuperTrump, and TValue
• 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.