Equipment Finance Documentation Specialist I

Hybrid Resident

3 days in office - Tues, Wed and Thur - Training schedule would vary
Schedule - Monday - Friday: - 8:30 AM - 5:00 PM, 30 minute lunch
Assignment Description

The Equipment Finance Document Specialist I will assist EF Documentation Specialists II & III with the transactions after they are closed/funded.
Assignment Accountabilities

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 following for 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
Verifying exceptions and post funding items received for final sign-off
Organizational Relationship

This position reports to the Equipment Finance Documentation Manager.
Assignment Qualifications

Education & Experience
• At least 1 year in the Finance/Banking Industry preferred
Knowledge & Skills
• 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
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.
Everforth Apex uses a virtual recruiter as part of the application process. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy
Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at accommodations@apexsystems.com or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.