Loan Operations Specialist

Our client is seeking an Equipment Finance Operations Specialist for a Hybrid role in Alpharetta, GA. Our client is a leading regional financial institution serving consumers, businesses, and commercial clients across the Mid-Atlantic. They offer a full range of banking and financial services while fostering a collaborative, customer-focused culture. Known for investing in innovation, technology, and their employees, they are committed to delivering exceptional service and making a positive impact in the communities they serve.

• Assist EF Documentation Specialists II & III with the transactions after they are closed/funded.
• Manage post-funding follow-up activities to ensure loans remain compliant and minimize risk.
• Track and obtain required documentation, including insurance renewals, vehicle titles, UCCs, and other supporting documents.

• At least 1 year in the Finance/Banking Industry preferred
• Learn loan/lease accounting software systems and equipment lease and loan modeling and pricing software
• Software applications including Excel and Word
• Excellent computer skills relevant to Microsoft Office Suites
• Well organized with attention to detail
• Ability to prioritize and manage multiple priorities and make independent decisions
• Flexible, able to adapt to change
• Superior time management and problem-solving skills
• Ability to work independently as well as within a team environment