Equipment Finance Document Specialist I

Job Title: Equipment Finance Document Specialist I

Location: Hybrid in: Alpharetta, GA 30009  

Tuesday - Thursday in office  

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

Assignement 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.