Back to Remote jobs >
Finance / Legal
Equipment Finance Loan Documentation Specialist
@Altius Search Group
[Hiring] Equipment Finance Loan Documentation Specialist @Altius Search Group
Mar 26, 2025 - Altius Search Group is hiring a remote Equipment Finance Loan Documentation Specialist. 💸 Salary: $60,000 - $80,000 usd per year. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
This position will support a Captive Finance Program and be responsible for documenting, closing, and funding transactions. This position will interface with the client, an internal team for all matters related to due diligence, documentation, perfection, closing, and funding, and thus must be able to coordinate with and influence multiple parties while driving toward the shared goal of an excellent client experience.
- Manage the entire transaction documentation and closing process for Equipment Finance transactions.
- Actively work with the deal team directly with the client and internal team to ensure that policy, compliance, and regulatory matters necessary for closing are addressed early in the process.
- Effectively manage and prioritize work queues for new lease/loan transactions.
- Proactively manage work-in-progress within the closing calendar, balancing multiple internal and external stakeholders' needs.
- Ensure transactions are documented and closed per the instructions and conditions stated in the credit and asset management approval memo(s).
- Work with their manager to determine, obtain, and analyze required due diligence items including, but not limited to:
- Know Your Customer Requirements
- UCC searches
- Proof of insurance
- Entity Corporate documents
- Assignment documents
- UCC-1/UCC-3 preparation
- Invoices/Proof of Payment
- MSO/Titles
- Confirm that the wire instructions provided by the vendor or customer are correct and accurate.
- Prepare appropriate documentation in compliance with the terms of the request.
- Obtain all necessary approvals, including accounting, tax, pricing, and legal.
- Work with their manager to determine if enlisting assistance from legal counsel to advise on specific transaction issues and unresolved legal matters about transaction documentation is required.
- Promptly and accurately determine when all underwriting, pricing, and equipment management approval conditions for funding have been satisfied.
- Ensure effective communication and coordination with applicable departments to finalize interim draws.
- Thoroughly understand lease/loan documentation and other source data to ensure proper boarding of all transaction aspects into the accounting system.
- Board lease/loan transactions to the accounting system.
- Take proactive steps to ensure that follow-up items are received promptly and timely.
- Ensure all goals and departmental service standards are met.
- Escalate issues to appropriate personnel as necessary.
- Participate in projects as assigned.
- Present suggestions on efficiency improvements for the department.
Qualifications
- 3-5 years experience with commercial loan documentation in the equipment finance industry.
- A bachelor’s degree in business (e.g., business administration, finance, or accounting) or equivalent work experience is preferred.
- Proficient knowledge of loan structures and documentation needs/requirements.
- Knowledge of loan documentation, collateral, lien perfection, evaluation/review/interpretation of UCC searches, vehicle titling needs.
- Working knowledge of bank accounting/boarding systems.
- Proficient with all Microsoft Office products.
- Strong attention to detail.
- Practical problem-solving and analytical skills, with the ability to handle and prioritize multiple tasks.
- Ability to work independently, with minimal direction.
- Solid decision-making skills.
- Solid verbal and written communication skills, with a team player attitude.
- Comfortable interacting with corporate customers and peers.
- Ability to meet deadlines under pressure.
Similar Remote Jobs
More jobs at Altius Search Group
-
Finance / Legal $55,000 - $70,000 usd per year USAMar 22, 2025
-
Sales / Business $70,000 - $150,000 per year USAFeb 28, 2025
-
Sales / Business 70,000 - 150,000 usd/year USAFeb 27, 2025
More Finance jobs
-
Finance / Legal $75,000 - $90,000 per year USAMar 30, 2025
-
Finance / Legal $175,000 - $235,000 plus incentive compensation USAMar 30, 2025
More jobs in USA
-
Customer Service competitive salary with potential performance-based incentives USAMar 30, 2025
Kickstart Your Job Search
Need advice to apply?
Join our free
Webinar « 3
Mistakes to Avoid When Looking For A Remote Startup Job (And What To Do Instead) »
Register for free
Unlock 54,735 additional remote jobs, advanced search & email notifications
Get Access Now
Too many emails? Declutter your inbox with Meco
Your home for reading newsletters
Try for free - no card required.
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Finance / Legal
Finance / Legal
|
Salary
💸
$60,000 - $80,000 usd per year
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 26, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
