Equipment Finance Documentation Specialist II
Not Disclosed•Full-TimeOn-site
location_onInnovation Academy, 125, Milton Avenue, Alpharetta, Fulton County, Georgia, 30009, United States
About the Role
The Equipment Finance Documentation Specialist II serves as a critical liaison between the organization's Equipment Finance division, Capital Markets, and external stakeholders. This role is designed to ensure the seamless execution of equipment lease and loan transactions, from the initial evaluation of documentation requests to the final booking and funding of deals.
In this position, you will navigate the complexities of various transaction types and collateral categories, determining the precise documentation and lien perfection methods required for each. This includes managing UCC filings, titled vehicles, marine (Coast Guard), and aircraft (FAA) transactions. The role demands a high level of precision to ensure all loan and lease documentation aligns with credit approvals, bank policies, and legal requirements for collection and collateral perfection.
You will engage in direct, high-stakes communication with a diverse range of clients, including CEOs, Presidents, CFOs, and business owners, as well as outside counsel and third-party vendors. Your expertise will be essential in negotiating documentation terms and ensuring compliance with banking regulations through the completion of KYC/CIP/CBO processes.
Day-to-Day Impact
Your work will drive the entire closing process, requiring you to review documentation for completeness, board transactions into the Aspire loan/lease accounting software, and manage post-closing activities. You will handle account maintenance, research, and the preparation of post-closing loan packages, ensuring files are maintained and exceptions are cleared. Additionally, you will coordinate with third parties, outside attorneys, and customers to review and negotiate loan, lease, and sale documents involved in Capital Markets transactions.
The role also involves processing financial operations such as draws (including title updates and inspections), payments, advances, and pay-off quotes. You will be responsible for ordering and reviewing UCC lien searches, determining the necessity of releases or disclaimers of interest, and preparing tickets or wire transfers as needed. Adherence to all applicable laws and regulations governing bank operations is a fundamental aspect of your daily responsibilities.
Hiring Process
Candidates selected for this role will report directly to the Equipment Finance Documentation Manager. The selection process focuses on identifying individuals with a strong background in equipment finance within a financial institution, specifically those with at least five years of relevant experience. We are looking for professionals who demonstrate superior customer service skills, the ability to work independently and within a team, and a flexible mindset capable of adapting to change.
Equal Opportunity Employer
We are committed to creating a diverse and inclusive environment. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, age, disability, or veteran status.
Work location
Work model: On-site
Innovation Academy, 125, Milton Avenue, Alpharetta, Fulton County, Georgia, 30009, United States
Alpharetta, Georgia
Key Responsibilities
- check_circlePrepare loan and lease equipment documentation to meet credit and legal requirements
- check_circleReview documentation on transactions purchased by the Capital Markets team
- check_circleBoard transactions into the Aspire loan/lease accounting software system
- check_circleOrder and review UCC lien searches and determine when releases are required
- check_circleDrive all steps of the closing process for equipment lease and loan transactions
- check_circleDetermine required documentation and lien perfection methods for various collateral types
- check_circleComplete KYC/CIP/CBO processes to ensure compliance with banking regulations
- check_circlePerform account maintenance, research, and prepare post-closing loan packages
- check_circleNegotiate documentation with customers, third parties, and outside counsel
Requirements
- verifiedBachelor's degree in finance, banking or related field preferred or equivalent experience
- verifiedMinimum of five (5) years in Equipment Finance within a financial institution
- verifiedProficiency with loan/lease accounting software system (Aspire)
- verifiedProficiency with Excel, Word, SuperTrump, and TValue
Nice to Have
Bachelor's degree in finance, banking, or other related field.
Similar Job Opportunities
Skills, education and keywords
Skills: Excel, Word, Microsoft Office, Supertrump, Tvalue, Aspire, Ucc Filings, KYC, Cip, Cbo.
Education: Bachelor's degree in finance, banking or other related field preferred or equivalent experience.
Frequently asked questions about Equipment Finance Documentation Specialist II at Zillion Technologies, Inc.
What does a Equipment Finance Documentation Specialist II at Zillion Technologies, Inc. do?expand_more
Day-to-day, the Equipment Finance Documentation Specialist II at Zillion Technologies, Inc. will prepare loan and lease equipment documentation to meet credit and legal requirements; review documentation on transactions purchased by the capital markets team; board transactions into the aspire loan/lease accounting software system; and order and review ucc lien searches and determine when releases are required.
What are the requirements for this Equipment Finance Documentation Specialist II role?expand_more
Zillion Technologies, Inc. is looking for candidates who meet the following requirements: Bachelor's degree in finance, banking or related field preferred or equivalent experience; Minimum of five (5) years in Equipment Finance within a financial institution; Proficiency with loan/lease accounting software system (Aspire); and Proficiency with Excel, Word, SuperTrump, and TValue.
Where is the Equipment Finance Documentation Specialist II role at Zillion Technologies, Inc. located?expand_more
Equipment Finance Documentation Specialist II at Zillion Technologies, Inc. is based in Innovation Academy, 125, Milton Avenue, Alpharetta, Fulton County, Georgia, 30009, United States. This is a on-site role.
Is this Equipment Finance Documentation Specialist II job remote, hybrid, or on-site?expand_more
Zillion Technologies, Inc. has listed this Equipment Finance Documentation Specialist II role as on-site.
How much experience is required for this Equipment Finance Documentation Specialist II role?expand_more
Equipment Finance Documentation Specialist II at Zillion Technologies, Inc. typically requires 5+ years of relevant experience at the mid level level.
What skills do you need for the Equipment Finance Documentation Specialist II role at Zillion Technologies, Inc.?expand_more
Key skills for Equipment Finance Documentation Specialist II at Zillion Technologies, Inc. include Excel; Word; Microsoft Office; Supertrump; Tvalue; Aspire; Ucc Filings; and KYC.
What education is required for Equipment Finance Documentation Specialist II at Zillion Technologies, Inc.?expand_more
Educational requirements for this role: Bachelor's degree in finance, banking or other related field preferred or equivalent experience.
What category does the Equipment Finance Documentation Specialist II role belong to?expand_more
Equipment Finance Documentation Specialist II at Zillion Technologies, Inc. is part of the accounting & finance job category on Recrutus.
About Zillion Technologies, Inc.
Zillion Technologies, based in Ashburn, Virginia, delivers IT services and consulting solutions to help organizations advance their technological capabilities. Specializing in digital transformation, automation, cloud optimization, and cybersecurity, the company supports clients across industries such as retail, non-profit, banking, energy, insurance, and government. Since its founding in 2002, Zillion has expanded its portfolio to include offerings like the dotZ IoT platform, ERP systems, and staffing solutions, serving markets through partnerships with firms like Oracle, Microsoft, AWS, and Snowflake. The company holds certifications such as CMMI Level 3 and ISO 9001, and has received recognition including awards from the U.S. Department of Commerce and the Minority Supplier Development Council. Zillion’s approach emphasizes tailored IT strategies for clients in the Washington DC metro region and beyond.
Browse more roles: All Zillion Technologies, Inc. jobs, accounting & finance jobs on Recrutus.