Loan Documentation Specialist

Aquent is partnering with a prominent financial institution to find an Equipment Finance Documentation Specialist.

Are you a meticulous and driven documentation professional ready to make a significant impact in the world of equipment finance? We are seeking a highly skilled individual to join a dynamic team, where you will be instrumental in ensuring the seamless execution of complex equipment loan and lease transactions. In this pivotal role, you will directly contribute to the success of clients and the efficiency of operations, driving the closing process from start to finish and safeguarding compliance within a fast-paced environment. Your expertise will be vital in navigating intricate financial details and fostering strong relationships with high-level clients and third parties.

**Key Responsibilities:**

* Drive all steps of the closing process for equipment lease and loan transactions, from evaluating documentation requests to booking and funding.

* Apply knowledge of various transaction and collateral types to determine required documentation and lien perfection methods, including UCC filings, titled vehicles, marine, and aircraft transactions.

* Engage directly with high-level clients (CEOs, Presidents, CFOs, Owners) and outside counsel, demonstrating strong client-facing communication, customer service, and negotiation skills.

* Negotiate documentation with customers and third parties, such as vendors and landlords.

* Complete Know Your Customer (KYC), Customer Identification Program (CIP), and Customer Beneficial Ownership (CBO) processes for new customers and transactions to ensure regulatory compliance.

* Prepare loan and lease equipment documentation to ensure transactions meet credit approvals, organizational policies, and legal requirements for collection and collateral perfection.

* Review documentation for transactions being purchased from third parties.

* Collaborate with third parties, outside attorneys, and customers in the review and negotiation of loan and lease transactions and sale documents.

* Board transactions into the loan/lease accounting software system.

* Work closely with leadership, credit, accounting, and loan services personnel.

* Perform account maintenance and research as needed.

* Prepare post-closing loan packages, including maintaining files and clearing exceptions and post-funding items.

* Image or file financial statements and documents as needed.

* Perform duties related to credit reports, insurance compliance, and other required items.

* Determine when UCC Lien Searches are required, order and review searches, and identify when releases/disclaimers of interest are necessary.

* Prepare tickets and/or wire transfers as needed.

* Process draws, which may include title updates and inspections.

* Process payments and advances on loans.

* Prepare payoff quotes and handle releases.

* Adhere to all applicable laws and regulations governing operations

**Must-Have Qualifications:**

* Minimum of five (5) years of experience in Equipment Finance within a financial institution.

* Proficiency with loan/lease accounting software systems.

* Proficiency with standard office software, including Excel and Word.

* Superior customer service skills.

* Excellent communication skills.

* Well-organized with meticulous attention to detail.

* Ability to prioritize and manage multiple tasks and make independent decisions.

* Flexible and adaptable to change.

* Superior time management and problem-solving skills.

* Ability to work independently and collaboratively within a team environment.

**Nice-to-Have Qualifications:**

* Bachelor's degree in finance, banking, or a related field.

**About Aquent Talent**

Aquent Talent connects the best talent in marketing, creative, and design with the world's biggest brands.

Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match.We also offer free online training through Aquent Gymnasium. More information on our awesome benefits!

Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.