Equipment Finance Document Specialist I

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.

Zillion Technologies, Inc