Equipment Finance Documentation Specialist I

Equipment Finance Documentation Specialist I

Role Summary
This role supports EF Documentation Specialists II & III on post-closing work for equipment finance transactions, handling everything after a deal closes and funds. It's a detail-heavy, process-driven position focused on documentation accuracy, lien tracking, and file management.

Core Responsibilities

Insurance and title follow-up

Record, review, and terminate UCC-1 and UCC-3 filings; related data entry

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

Adhere to applicable banking laws and regulations

Experience

1+ year in finance/banking preferred

Skills

Comfortable learning loan/lease accounting software and equipment lease/loan modeling and pricing tools

Strong Excel and Word skills; broadly comfortable in Microsoft Office

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

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