Apply today to become a key player in our Equipment Finance Operations Team, where you'll make a significant impact by ensuring seamless transaction processes and enhancing client relationships.
Job Summary:
As a Senior Document Specialist in the Equipment Finance Operations Team, you will facilitate the documentation and transaction closing process with internal and external customers. You will strive to exceed client expectations through timely fulfillment of requests while mitigating potential risks.
Job Responsibilities:
- Facilitate loan closing for Equipment Finance transactions through documentation preparation and collateral review.
- Ensure compliance with credit and asset conditions, resolving issues during transactions.
- Identify process gaps, recommend solutions, and lead process improvement projects.
- Independently manage workflow and coordinate with team members to meet SLAs.
- Communicate frequently with deal team members regarding transaction status.
- Handle complex transactions with minimal supervision, applying critical thinking.
- Mentor junior team members on processes and deal experiences.
- Demonstrate creative problem-solving and sound judgment.
Required Qualifications, Capabilities, and Skills:
- Bachelor's Degree or 5+ years of experience in equipment financing.
- Advanced knowledge of the loan closing process for Equipment Finance.
- Flexibility and adaptability to changing conditions and priorities.
- Excellent verbal and written communication skills.
- Strong knowledge of LeasePak or similar loan systems.
- Proficiency in Microsoft Word and Excel.
- Ability to work independently and solve problems in a fast-paced environment.
Preferred Qualifications, Capabilities, and Skills:
- Experience in mentoring and guiding junior team members.
- Demonstrated ability to lead process improvement initiatives.
- Strong relationship-building skills across teams..