Loan Documentation Specialist
Skill, Alpharetta, GA, United States
Overview
Placement Type: N/A
Salary: $37.78-42 Hourly
Start Date: May 25, 2026
Aquent is partnering with a prominent financial institution to find an Equipment Finance Documentation Specialist. This role requires a meticulous and driven documentation professional to ensure the seamless execution of complex equipment loan and lease transactions. The specialist will directly contribute to the success of clients and the efficiency of operations by driving the closing process from start to finish and safeguarding compliance in a fast‑paced environment. The role demands strong client‑facing communication, negotiation, and compliance skills, and involves navigating intricate financial details and fostering relationships with high‑level clients and third parties.
Key Responsibilities
Drive all steps of the closing process for equipment lease and loan transactions, from evaluating documentation requests to booking and funding.
Apply knowledge of various transaction and collateral types to determine required documentation and lien perfection methods, including UCC filings, titled vehicles, marine, and aircraft transactions.
Engage directly with high‑level clients (CEOs, Presidents, CFOs, Owners) and outside counsel, demonstrating strong client‑facing communication, customer service, and negotiation skills.
Negotiate documentation with customers and third parties, such as vendors and landlords.
Complete Know Your Customer (KYC), Customer Identification Program (CIP), and Customer Beneficial Ownership (CBO) processes for new customers and transactions to ensure regulatory compliance.
Prepare loan and lease equipment documentation to ensure transactions meet credit approvals, organizational policies, and legal requirements for collection and collateral perfection.
Review documentation for transactions being purchased from third parties.
Collaborate with third parties, outside attorneys, and customers in the review and negotiation of loan and lease transactions and sale documents.
Board transactions into the loan/lease accounting software system.
Work closely with leadership, credit, accounting, and loan services personnel.
Perform account maintenance and research as needed.
Prepare post‑closing loan packages, including maintaining files and clearing exceptions and post‑funding items.
Image or file financial statements and documents as needed.
Perform duties related to credit reports, insurance compliance, and other required items.
Determine when UCC Lien Searches are required, order and review searches, and identify when releases/disclaimers of interest are necessary.
Prepare tickets and/or wire transfers as needed.
Process draws, which may include title updates and inspections.
Process payments and advances on loans.
Prepare payoff quotes and handle releases.
Adhere to all applicable laws and regulations governing operations.
Must‑Have Qualifications
Minimum of five (5) years of experience in Equipment Finance within a financial institution.
Proficiency with loan/lease accounting software systems.
Proficiency with standard office software, including Excel and Word.
Superior customer service skills.
Excellent communication skills.
Well‑organized with meticulous attention to detail.
Ability to prioritize and manage multiple tasks and make independent decisions.
Flexible and adaptable to change.
Superior time management and problem‑solving skills.
Ability to work independently and collaboratively within a team environment.
Nice‑to‑Have Qualifications
Bachelor’s degree in finance, banking, or a related field.
Equal‑Employment Opportunity Statement Aquent is an equal‑opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment—one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.
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Salary: $37.78-42 Hourly
Start Date: May 25, 2026
Aquent is partnering with a prominent financial institution to find an Equipment Finance Documentation Specialist. This role requires a meticulous and driven documentation professional to ensure the seamless execution of complex equipment loan and lease transactions. The specialist will directly contribute to the success of clients and the efficiency of operations by driving the closing process from start to finish and safeguarding compliance in a fast‑paced environment. The role demands strong client‑facing communication, negotiation, and compliance skills, and involves navigating intricate financial details and fostering relationships with high‑level clients and third parties.
Key Responsibilities
Drive all steps of the closing process for equipment lease and loan transactions, from evaluating documentation requests to booking and funding.
Apply knowledge of various transaction and collateral types to determine required documentation and lien perfection methods, including UCC filings, titled vehicles, marine, and aircraft transactions.
Engage directly with high‑level clients (CEOs, Presidents, CFOs, Owners) and outside counsel, demonstrating strong client‑facing communication, customer service, and negotiation skills.
Negotiate documentation with customers and third parties, such as vendors and landlords.
Complete Know Your Customer (KYC), Customer Identification Program (CIP), and Customer Beneficial Ownership (CBO) processes for new customers and transactions to ensure regulatory compliance.
Prepare loan and lease equipment documentation to ensure transactions meet credit approvals, organizational policies, and legal requirements for collection and collateral perfection.
Review documentation for transactions being purchased from third parties.
Collaborate with third parties, outside attorneys, and customers in the review and negotiation of loan and lease transactions and sale documents.
Board transactions into the loan/lease accounting software system.
Work closely with leadership, credit, accounting, and loan services personnel.
Perform account maintenance and research as needed.
Prepare post‑closing loan packages, including maintaining files and clearing exceptions and post‑funding items.
Image or file financial statements and documents as needed.
Perform duties related to credit reports, insurance compliance, and other required items.
Determine when UCC Lien Searches are required, order and review searches, and identify when releases/disclaimers of interest are necessary.
Prepare tickets and/or wire transfers as needed.
Process draws, which may include title updates and inspections.
Process payments and advances on loans.
Prepare payoff quotes and handle releases.
Adhere to all applicable laws and regulations governing operations.
Must‑Have Qualifications
Minimum of five (5) years of experience in Equipment Finance within a financial institution.
Proficiency with loan/lease accounting software systems.
Proficiency with standard office software, including Excel and Word.
Superior customer service skills.
Excellent communication skills.
Well‑organized with meticulous attention to detail.
Ability to prioritize and manage multiple tasks and make independent decisions.
Flexible and adaptable to change.
Superior time management and problem‑solving skills.
Ability to work independently and collaboratively within a team environment.
Nice‑to‑Have Qualifications
Bachelor’s degree in finance, banking, or a related field.
Equal‑Employment Opportunity Statement Aquent is an equal‑opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment—one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.
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