Equipment Finance Documentation Specialist

A company is looking for an Equipment Finance Documentation Specialist II. Key Responsibilities Drive the closing process on equipment lease and loan transactions, ensuring documentation completeness and transaction booking Prepare loan and lease documentation to comply with credit approvals, bank policies, and legal requirements Engage with customers and third parties for documentation negotiation and compliance processes Required Qualifications Bachelor's degree in finance, banking, or related field preferred Minimum of five years of experience in Equipment Finance within a financial institution Proficiency with loan/lease accounting software and Microsoft Office applications Strong customer service skills and ability to work independently or in a team Ability to prioritize tasks and adapt to changing environments

Apr 16, 2025 - 04:55

A company is looking for an Equipment Finance Documentation Specialist II. Key Responsibilities Drive the closing process on equipment lease and loan transactions, ensuring documentation completeness and transaction booking Prepare loan and lease documentation to comply with credit approvals, bank policies, and legal requirements Engage with customers and third parties for documentation negotiation and compliance processes Required Qualifications Bachelor's degree in finance, banking, or related field preferred Minimum of five years of experience in Equipment Finance within a financial institution Proficiency with loan/lease accounting software and Microsoft Office applications Strong customer service skills and ability to work independently or in a team Ability to prioritize tasks and adapt to changing environments