Equipment Finance Document Specialist I
Zillion Technologies
Equipment Finance Document Specialist I
Zillion Technologies Inc. - (ZTI) is a global business consulting and technology solutions provider. Zillion delivers innovative business solutions that give clients a competitive edge.
Job Description
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.
Assignment 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/disclaimants 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.
Qualifications
Education & Experience:
- At least 1 year in the Finance/Banking Industry preferred.
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.
Vacancy posted 4 days ago
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