Specialist II - Equipment Leasing & Finance Loan Documentation & Processing

Atlantic Union Bank•Alpharetta, GA

13d

About The Position

The Equipment Leasing & Finance Loan Documentation & Processing Specialist II role is part of the Wholesale Banking, Equipment Leasing & Finance job family. This role focuses on the documentation and processing of loans within the equipment leasing and finance sector. The Equipment Leasing & Finance sub-family is responsible for originating, structuring, evaluating, and managing equipment lease and finance solutions for commercial and institutional clients. This includes assessing client needs, analyzing financial strength, evaluating collateral, developing tailored arrangements, managing the transaction lifecycle, ensuring policy and regulatory adherence, and coordinating documentation and funding processes. The Career Specialization in Equipment Leasing & Finance Loan Documentation & Processing involves preparing and reviewing loan documentation, processing, closing, and funding loans, and signing off on conditions. It also includes arranging the financing of dealer inventory in consumer and capital goods, which may be conducted with equipment manufacturers or directly with dealers. Other duties may be assigned.

Requirements

Typically requires 2+ years relevant experience
May require vocational or technical training

Responsibilities

Preparing and reviewing loan documentation
Processing, closing, and funding loans
Signing off on conditions
Arranging the financing of dealer inventory in consumer and capital goods
Conducting financing activities with equipment manufacturers or directly with dealers
Assessing client needs
Analyzing financial strength
Evaluating collateral and asset values
Developing tailored leasing or financing arrangements
Managing the end-to-end lifecycle of equipment finance transactions
Ensuring adherence to credit policies and regulatory requirements
Coordinating documentation and funding processes
Maintaining strong portfolio oversight