Equipment Lease Documentation/Operations Specialist - Equipment Finance

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** This candidate MUST reside in Chicago Metro

Documentation Specialist– Equipment Finance

Job Description

Our Bank is seeking an articulate and motivated Documentation Specialist to join the documentation team in a dynamic and fast paced work environment, with long-term growth potential.

Job Purpose:

Documentation Specialist is responsible for performing credit review, documentation preparation and documentation review for Commercial Loans and Equipment Leases. Some pricing as well.

Responsibilities include:

§ Input and review Credit Applications and supporting documents submitted by sales team, approved dealers and brokers

§ Analyze applicant credit history and financial statements

§ Submit credit recommendations to Credit Manager

§ Present credit approvals and declines to sales team and brokers

§ Prepare and process contracts, rewrites, refinances and transfer of equities and supporting documents

§ Review executed lease and retail documents for completeness and accuracy for funding

§ Review and follow-up for credit stipulations to ensure compliance

§ Prepare and submit funding documentation

§ Ability to work in a high volume fast paced environment

§ Ability to calculate retail and lease payments via SuperTrump or T-Value or HP calculator

§ Work directly with customers and potential customers using excellent spoken and written English

§ General administrative duties such as photocopies, faxing and prepare emails for Sales Representatives

§ Has the ability to understand basic grant and loan programs offered by the State

§ Interfaces with other departments, and business partners

Secondary Duties:

§ Performs other duties as assigned by a supervisor.

Qualifications:

§ 3+ Years of Experience in Administrative capacity required

§ Knowledge of UCC filings

Must be detail oriented with ability to multi-task and maintain a strong focus on quality, acc

Job Requirements

• Minimum 2+ years experience in credit underwriting in an equipment leasing company. Experience in credit underwriting of middle market credits is a necessity


• Ability to analyze financial statements and other pertinent credit information and make credit decisions or recommendations


• Strong writing and verbal skills required


• Ability to work i