Equipment Lease Documentation​/Operations Specialist - Equipment Finance

** This candidate MUST reside in Chicago Metro

Our Bank is seeking an articulate and motivated Documentation Specialist to join the documentation team in a dynamic and fast paced work environment, with long-term growth potential.

Documentation Specialist is responsible for performing credit review, documentation preparation and documentation review for Commercial Loans and Equipment Leases. Some pricing as well.

• § Input and review Credit Applications and supporting documents submitted by sales team, approved dealers and brokers
• § Analyze applicant credit history and financial statements
• § Submit credit recommendations to Credit Manager
• § Present credit approvals and declines to sales team and brokers
• § Prepare and process contracts, rewrites, refinances and transfer of equities and supporting documents
• § Review executed lease and retail documents for completeness and accuracy for funding
• § Review and follow-up for credit stipulations to ensure compliance
• § Prepare and submit funding documentation
• § Ability to work in a high volume fast paced environment
• § Ability to calculate retail and lease payments via Super Trump or T-Value or HP calculator
• § Work directly with customers and potential customers using excellent spoken and written English
• § General administrative duties such as photocopies, faxing and prepare emails for Sales Representatives
• § Has the ability to understand basic grant and loan programs offered by the State
• § Interfaces with other departments, and business partners

• § Performs other duties as assigned by a supervisor.

• § 3+ Years of Experience in Administrative capacity required
• § Knowledge of UCC filings
• Must be detail oriented with ability to multi-task and maintain a strong focus on quality, acc

• Minimum 2+ years experience in credit underwriting in an equipment leasing company. Experience in credit underwriting of middle market credits is a necessity
• Ability to analyze financial statements and other pertinent credit information and make credit decisions or recommendations
• Strong writing and verbal skills required