Equipment Finance Doc Specialist
Core
Manage the entire documentation, closing, and funding process for equipment finance transactions, ensuring legal perfection of liens and coordination with multiple stakeholders.
Role type
mid-level IC equipment finance documentation specialist
Builds
closed equipment finance deals (loans, leases, syndicated transactions)
Domain
Banking / Equipment Finance
Required skills
loan documentation, due diligence, lien perfection, UCC searches, vehicle titling, accounting boarding, wire instruction verification, regulatory compliance
Preferred skills
3-5 years experience, knowledge of loan structures, bank policies/procedures, Microsoft Office
Technologies
Microsoft Office, bank accounting/boarding systems
Responsibilities
Manage transaction documentation and closing queues; prepare lease/loan documents; coordinate due diligence items (KYC, UCC, insurance, titles); confirm wire instructions; board transactions to accounting system; ensure proper filings for lien perfection; escalate unresolved legal or funding issues.
Seniority
Mid-level, hands-on IC