Equipment Specialist

Position Title: Equipment Finance Document Specialist

Schedule: Hybrid (Tuesday, Wednesday, Thursday in office) / (Monday, Friday remote)

Work Status: USC / GCH

Position Status: 6-month contract to hire

Rate: $35-39.50/hr per hour on W2

Our client is seeking an experienced Equipment Finance Document Specialist for a hybrid role in Alpharetta, GA. This role is responsible for preparing, processing, and managing equipment loan and lease documentation from origination through funding and post-closing activities. The ideal candidate thrives in a fast-paced, high-volume environment and can successfully manage multiple transactions simultaneously while maintaining a high level of accuracy and customer service.

This individual will work closely with internal teams, vendors, attorneys, and external customers to ensure timely and compliant completion of equipment finance transactions.

• Key Responsibilities: Prepare and process equipment loan and lease documentation using Aspire
• Manage transactions from documentation request through booking and funding
• Handle 4–5 deals per week, with increased volume during month-end, quarter-end, and year-end cycles
• Coordinate with Regional Directors, Credit teams, Loan Services, vendors, attorneys, and customers throughout the closing process
• Prepare and review loan/lease documentation to ensure compliance with credit approvals, bank policies, and legal requirements
• Perform post-closing activities including follow-ups, exception clearing, and maintaining loan files
• Handle UCC filings, lien perfection, title work, and collateral documentation
• Complete KYC/CIP/CBO processes for new customers and transactions
• Process funding-related activities including wires, draws, payments, advances, and payoffs
• Maintain accurate records and documentation within internal systems
• Provide exceptional customer service and maintain strong communication with internal and external stakeholders
• Adhere to all applicable banking laws, regulations, and compliance standards
• Required Qualifications: Minimum 5+ years of Equipment Finance experience within a financial institution
• Strong end-to-end closing experience including documentation, funding, and booking
• Experience with loan/lease documentation, collateral perfection, lien filings, and UCCs
• Knowledge of banking regulations including KYC, CIP, CBO, and compliance procedures
• Strong client-facing communication skills with experience interacting with executives, attorneys, vendors, and customers
• Highly detail-oriented with the ability to manage multiple transactions and deadlines simultaneously
• Strong organizational, problem-solving, and time management skills
• Ability to work independently and collaboratively in a fast-paced environment
• Preferred Qualifications: Bachelor’s degree in Finance, Banking, or related field (or equivalent experience)
• Experience with Aspire loan/lease accounting software strongly preferred
• Familiarity with Super Trump and TValue
• Banking, equipment leasing, or equipment finance background preferred
• Technical
  
  Skills:
  
  Aspire (strongly preferred)
• Microsoft Office Suite (Word, Excel)
• Comfortable learning internal systems and workflows
• Heavy workload during month-end, quarter-end, and year-end funding cycles
• Extensive training provided including 1:1 training and job aids

We are an Equal Opportunity Employer and value the benefits of diversity in our workplace.