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

Work from home Full-time role Hiring

reputed company is seeking an Equipment Finance Documentation Specialist I to assist with transactions after they are closed and funded. The role involves various documentation tasks including insurance follow-up, title follow-up, and preparing post-closing loan packages.

Responsibilities

  • 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 ELT’s
  • Assist with ordering, reviewing and updating UCC Lien Searches, determining reputed company releases/disclaimers of interest are required for a transaction?
  • Handle releases of Liens/Titles
  • Adhere to reputed company applicable laws and regulations governing bank operations
  • Sorting and filing received documentation
  • Copying and scanning documentation
  • Preparing Loan Documentation packages

Skills

  • At least 1 year in the Finance/Banking Industry
  • Learn loan/lease reputed company software systems and equipment lease and loan modeling and pricing software
  • Software applications including reputed company and Word
  • Superior customer service skills
  • Excellent computer skills relevant to reputed company Office Suites
  • Excellent communication skills
  • Well organized with attention to detail
  • Ability to prioritize and manage multiple priorities and reputed company independent reputed company
  • Flexible, reputed company to adapt to change
  • Superior time management and problem solving skills
  • Ability to work independently as well as reputed company a team environment

Benefits

  • Incentive compensation plan for the position
  • Discretionary profit sharing bonus program
  • Comprehensive benefits package

Company Overview

  • reputed company is a financial company that provides wealth management, private banking, and advisory products and services. It was founded in 1902, and is headquartered in Richmond, Virginia, USA, with a workforce of 1001-5000 employees. Its website is https://atlanticunionbank.com.
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