Equipment Finance Documentation Specialist I

Overview

• Support post-closing processes for equipment finance transactions, ensuring compliance with regulations and accurate documentation management.
• Collaborate with senior documentation specialists to handle insurance and title follow-ups efficiently.
• Perform UCC-1 and UCC-3 filings, data entry, and lien releases as required.
• Maintain organized files for completed loan packages, ensuring all exceptions are addressed.
• Prepare and verify post-funding loan documentation for final approval.
• Utilize imaging systems to file recorded titles and electronic lien titles (ELTs).
• Assist in ordering and updating UCC lien searches, ensuring compliance with transaction requirements.
• Adhere to applicable laws and regulations governing banking operations.

Key Responsibilities & Duties

• Follow up on insurance and title documentation post-closing to ensure accuracy and completeness.
• Record, review, and terminate UCC filings, ensuring compliance with transaction requirements.
• Prepare and maintain loan documentation packages, addressing exceptions and post-funding items.
• Image and file recorded titles and electronic lien titles (ELTs) accurately.
• Assist in ordering, reviewing, and updating UCC lien searches for transactions.
• Handle releases of liens and titles, ensuring proper documentation and compliance.
• Sort, file, copy, and scan received documentation as part of organizational processes.
• Verify exceptions and post-funding items for final sign-off and approval.
• Provide superior customer service and maintain effective communication with stakeholders.

Job Requirements

• High School Diploma or GED required; finance or banking industry experience preferred.
• Proficiency in loan/lease accounting software and Microsoft Office Suite applications.
• Strong organizational skills with attention to detail and ability to prioritize tasks.
• Excellent communication skills and ability to work independently or within a team.
• Superior time management and problem-solving capabilities.
• Flexibility to adapt to changing priorities and requirements.
• Knowledge of UCC filings and lien searches preferred.
• Experience in preparing and verifying loan documentation packages is advantageous.