What are the responsibilities and job description for the Equipment Finance Documentation Specialist I (HYBRID--Alpharetta, GA) position at Atlantic Union Bank?
- 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
Organizational Relationship
This position reports to the Equipment Finance Documentation Manager.
Position Qualifications
Education & Experience
- At least 1 year in the Finance/Banking Industry
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
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
Organizational Relationship
This position reports to the Equipment Finance Documentation Manager.
Position Qualifications
Education & Experience
At least 1 year in the Finance/Banking Industry
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
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.