Atlantic Union Bank

Equipment Finance Documentation Specialist I

Atlantic Union Bank

full-time

Posted on:

Location Type: Hybrid

Location: Alpharetta • United States

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Salary

💰 $51,650 - $77,487 per year

Job Level

Junior

About the role

  • 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

Requirements

  • At least 1 year in the Finance/Banking Industry
  • Learn loan/lease accounting software systems and equipment lease and loan modeling and pricing software
  • Software applications including Excel and Word
  • 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
Benefits
  • eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program
  • comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
UCC-1 filingsUCC-3 filingsData EntryLoan DocumentationLoan/lease accounting softwareLoan modeling softwarePricing software
Soft Skills
Excellent communication skillsWell organizedAttention to detailAbility to prioritizeTime managementProblem solvingAbility to work independentlyTeam collaborationFlexibilityAdaptability