Associate Documentation Specialist - Small Ticket

Job Duties/Responsibilities:

• Coordinate preparation of equipment loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated timeframes
• Communicate with staff, customers, sources, legal counsel and others to respond to inquiries, resolve problems and obtain additional documents needed to complete the file.
• Coordinate closing and funding of assigned transaction packages, calculating final closing costs and disbursing funds.
• Daily Cash posting, contract adjustment and account reconciliation work.

Experience Requirements:

• General knowledge of legal documents used to support commercial leases/loans
• Ability to work with legal staff to solve documentation needs
• Ability to apply critical thinking for all elements of loan documentation construction
• Ability to master various software used in preparation of documents and funding packages
• Ability to work effectively and accurately in a fast paced, high production, professional environment
• Strong organizational skills
• Effective verbal and written communication skills
• Basic math skills