Equipment Finance Documentation Specialist I (HYBRID--Alpharetta, GA)
Atlantic Union Bank 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 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
Skills
- 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
Benefits
- Incentive compensation plan for the position
- Discretionary profit sharing bonus program
- Comprehensive benefits package
Company Overview