Equipment Finance Documentation Specialist I (HYBRID--Alpharetta, GA)

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

• 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.