Equipment Finance Documentation Specialist I (HYBRID--Alpharetta, GA)
About The Position
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 ELT’s 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 https://www.atlanticunionbank.com/about/careers/benefits. We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Requirements
- At least 1 year in the Finance/Banking Industry
- 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
Responsibilities
- 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 ELT’s
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
