Equipment Finance Documentation Specialist I

Core Responsibilities

• Insurance and title follow-up
• Create and maintain files for completed packages
• Prepare post-closing loan packages, including tracking exceptions and post-funding items
• Image/file recorded titles and ELTs
• Order, review, and update UCC lien searches
• Determine when releases or disclaimers of interest are needed
• Handle lien and title releases
• Sort, file, copy, and scan documentation
• Prepare loan documentation packages
• Verify exceptions and post-funding items for final sign-off

Skills

• Comfortable learning loan/lease accounting software and equipment lease/loan modeling and pricing tools
• Broadly comfortable in Microsoft Office
• Strong Excel and Word skills
• Superior customer service and communication skills
• Highly organized with strong attention to detail
• Able to prioritize, manage multiple tasks, and make independent decisions
• Flexible and adaptable
• Strong time management and problem-solving skills
• Works well independently and on a team