Current jobs related to Equipment Finance Doc Specialist - Palm Springs - Atlantic Union Bank

  • Senior Care Specialist

    12 hours ago

    Palm Desert, California, United States Senior Doc Full time

    Job OpportunitySenior Doc is seeking a dedicated and compassionate Nurse Practitioner to join our team of healthcare professionals. As a Mobile Healthcare Provider, you will play a vital role in delivering high-quality care to seniors in the comfort of their own homes.Key Responsibilities:Conduct comprehensive assessments and develop personalized care plans...

  • VP Equipment Finance

    3 months ago

    Coral Springs, United States Old Second National Bank Full time

    Job DescriptionJob DescriptionWho We AreAt Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion...

  • Heavy Equipment Service Specialist

    1 week ago

    Colorado Springs, Colorado, United States Power Equipment Company Full time

    Empowering Excellence Since 1936 For over 87 years, Power Equipment Company has been a leader in providing robust heavy machinery rental and sales solutions tailored for operators in the aggregate, construction, crane, paving, and compaction sectors. Our skilled team is dedicated to delivering outstanding value through premier heavy construction equipment...

  • Vice President of Equipment Financing

    1 week ago

    Coral Springs, Florida, United States Old Second National Bank Full time

    Position OverviewAbout UsAt Old Second National Bank, we pride ourselves on our commitment to customer satisfaction. With a legacy spanning over 150 years, we have established ourselves as a prominent financial institution in the Chicago region, boasting 50 branches and assets exceeding $6 billion. Our core values emphasize community engagement and...

  • Vice President of Equipment Financing

    1 week ago

    Coral Springs, Florida, United States Old Second National Bank Full time

    Position OverviewAbout UsAt Old Second National Bank, we pride ourselves on our commitment to customer satisfaction. With a legacy spanning over 150 years, we have established ourselves as a prominent financial institution in the Chicago region, boasting 50 branches and assets exceeding $6 billion. Our core values emphasize community engagement and...

  • Vice President of Equipment Financing

    1 week ago

    Coral Springs, Florida, United States Old Second National Bank Full time

    Position OverviewAbout UsAt Old Second National Bank, we pride ourselves on a rich legacy of prioritizing our clients. With a robust presence in the Chicago area, we have established ourselves as a prominent financial institution, boasting over 50 branches and assets exceeding $6 billion. Our commitment to community and sustainable growth has earned us...

  • Corporate Finance Specialist

    1 week ago

    West Palm Beach, Florida, United States Atrium Staffing Services Ltd. Full time

    Our client, a prominent global leader in the consumer goods and retail sector, is recognized for its diverse range of premium products and unwavering dedication to customer satisfaction. They are seeking to enhance their team with a Corporate Finance Specialist. Compensation: $90k + 10% Bonus Role Overview: We are in search of a skilled and meticulous...

  • Senior Credit Analyst

    1 week ago

    Colorado Springs, Colorado, United States Global Bank-Equipment Finance Full time

    Position Overview:Global Bank-Equipment Finance is seeking a dedicated Credit Manager to join our dynamic team.Key Responsibilities:Evaluate credit and financial information of individuals and organizations seeking financing.Assess transaction risks and provide formal recommendations to senior management.Collaborate with the Sales team to nurture and enhance...

  • Accounts Payable Specialist

    6 days ago

    Palm Beach Gardens, Florida, United States Ledgent Finance & Accounting Full time

    Job SummaryWe are seeking a highly skilled Accounts Payable Specialist to join our team at Ledgent Finance & Accounting. As a key member of our finance department, you will be responsible for processing payables for multiple vendors, ensuring compliance with company policies and procedures, and maintaining accurate financial records.Key...

  • Equipment Parts Specialist

    22 hours ago

    Colorado Springs, Colorado, United States Wagner Equipment Full time

    Job SummaryWe are seeking a highly skilled and motivated Parts Sales Associate to join our team at Wagner Equipment Co. As a key member of our sales team, you will be responsible for providing exceptional customer service and selling parts to customers in the Parts Counter area.Key ResponsibilitiesReceive and respond to customer inquiries and requests for...

  • Electromechanical Field Service Technician

    1 month ago

    Colorado Springs, United States DOC Maintenance Inc Full time

    Job DescriptionJob DescriptionDescription:Field Service Technicians, are you looking for an opportunity to take your expertise and join an industry-leading organization that will reward your hard work and effort?Join us today at DOC Services Inc.!We perform preventative and reactive maintenance on a variety of electromechanical equipment inside big box...

  • Electromechanical Field Service Technician

    1 month ago

    Colorado Springs, United States DOC Maintenance Inc Full time

    Job DescriptionJob DescriptionDescription:Field Service Technicians, are you looking for an opportunity to take your expertise and join an industry-leading organization that will reward your hard work and effort?Join us today at DOC Services Inc.!We perform preventative and reactive maintenance on a variety of electromechanical equipment inside big box...

  • Equipment Maintenance Specialist

    1 week ago

    Bonner Springs, Kansas, United States Rise Baking Company Full time

    About Rise Baking Company: Founded by bakery experts, we are dedicated to delivering high-quality products while fostering a positive and collaborative work environment for our employees. We recognize that the caliber of our workforce is as crucial as the quality of our offerings. We take pride in collaborating with innovative individuals who are passionate...

  • Agricultural Equipment Maintenance Specialist

    5 days ago

    Sharon Springs, Kansas, United States Central Plains Equipment Full time

    Position OverviewCentral Plains Equipment, a leading employee-owned dealer specializing in Case IH products, is seeking a skilled individual to carry out exceptional maintenance and repair services on a variety of agricultural machinery. The ideal candidate is a problem-solver, committed to continuous learning, and possesses a strong work ethic.Key...

  • Agricultural Equipment Maintenance Specialist

    4 days ago

    Sharon Springs, Kansas, United States Central Plains Equipment Full time

    Position OverviewCentral Plains Equipment, a reputable and employee-owned Case IH dealership, is seeking a skilled individual to execute high-quality maintenance and repairs on various agricultural machinery. The ideal candidate is a problem-solver, eager to learn, and possesses a strong work ethic.Key Responsibilities:Perform maintenance, repairs, and...

  • Heavy Equipment Maintenance Specialist

    1 week ago

    Colorado Springs, Colorado, United States Power Equipment Company Full time

    Building Success since 1936 Desde hace más de 87 años, Power Equipment Company ha proporcionado soluciones poderosas de alquiler y venta de equipos pesados para propietarios y operadores en las industrias de agregados, construcción, grúas, pavimentación y compactación. Nuestro equipo experimentado sigue comprometido a ofrecer un valor excepcional al...

  • Luxury Automotive Sales Specialist

    1 week ago

    Colorado Springs, Colorado, United States Phil Long Dealerships Full time

    Phil Long Dealerships is seeking an exceptional Luxury Automotive Sales Specialist. This is a remarkable opportunity to work within a close-knit team of dedicated professionals who possess a strong self-motivated approach, offering competitive benefits and attractive compensation. We are looking to fill one position only. Travel Required: Yes Apply for...

  • Finance Manager

    3 months ago

    Santa Fe Springs, United States Bookman Consulting Full time

    Our client is a large wholesale company, but experience in retail/wholesale is not required. This is a quickly growing entity with great leaders in place, excellent internal resources, and dedicated leadership. They have been highly acquisitive in the last few years, and continue to grow. There is a ton of room for growth here with an excellent team already...

  • Equipment Maintenance Specialist

    1 week ago

    West Palm Beach, Florida, United States PrideStaff Full time

    Job OverviewPrideStaff is currently looking for an Equipment Maintenance Specialist for our client, a well-established manufacturing firm. With over six decades of experience in delivering high-quality products, our client is expanding and is in need of skilled professionals to enhance their operations.Key ResponsibilitiesThe Equipment Maintenance Specialist...

  • Automotive Finance Specialist

    1 week ago

    West Palm Beach, Florida, United States Schumacher Auto Group Full time

    Join the Schumacher Automotive Group FamilyAt Schumacher Auto Group, we are committed to fostering a positive and dynamic work environment that encourages excellence and achievement. Our goal is to provide the best possible experience for our customers. We are in search of dedicated and motivated professionals who share our passion to join our team. If you...

Equipment Finance Doc Specialist

2 months ago

Palm Springs, United States Atlantic Union Bank Full time

Description

The Equipment Finance Documentation Specialist (“Specialist”) performs a variety of duties in support of Atlantic Union Equipment Finance (“AUEF”). The Specialist works closely with Regional Directors, the AUEF Credit team, internal department personnel, and external customers to complete a variety of tasks associated with the origination and servicing of loans and leases. The Specialist prepares documentation of equipment loans and leases and is capable of working in a high-paced environment to process new customers and new loan/lease equipment finance transactions, with a strong comprehension of AUEF policies and procedures, including industry regulations. Position Accountabilities

Responsible for driving all steps of the closing process on equipment lease and loan transactions with AUEF from evaluating documentation requests from Regional Directors and Capital Markets for completeness to booking/funding transactions. Knowledge of various transaction and collateral types to determine required documentation and lien perfection method for each transaction including UCC filings, titled vehicles, marine (Coast Guard), and aircraft (FAA) transactions. Direct contact with customers including CEOs, Presidents, CFOs, and Owners and Outside Counsel; Strong client-facing communication, customer service, and negotiating skills. Documentation negotiation with customers and 3rd parties (vendors, landlords, etc.). Complete KYC/CIP/CBO process for new customers and transactions to ensure compliance with banking regulations. Prepare loan and lease equipment documentation to ensure transactions meet credit approvals, bank policies, and legal requirements for collection and collateral perfection. Review documentation on transactions being purchased by the Capital Markets team from third parties. Working with third parties, outside attorneys, and customers in the review and negotiation of loan and lease transactions and sale documents involved in Capital Markets transactions. Board transactions into the loan/lease accounting software system (Aspire). Work closely with AUEF’s Regional Directors, credit personnel, Accounting personnel, and Loan Services. Perform account maintenance and research as needed. Prepare post-closing loan packages to include maintaining files and clearing exceptions and post-funding items. Image or file financial statements and documents as needed. Perform duties pertaining to credit reports, insurance compliance, and other items as required. Determining when UCC Lien Searches are required for a transaction, ordering and reviewing searches, determining when releases/disclaimers of interest are required for a transaction. Prepare tickets and/or wire transfers as needed. Process draws which may include title updates and inspections. Process payments and advances on loans. Prepare pay off quotes and handle releases. Adhere to all applicable laws and regulations governing bank operations. Organizational Relationship

This position reports to the Equipment Finance Documentation Manager. Position Qualifications

Education & Experience Bachelor’s degree in finance, banking, or other related field preferred. Minimum of five (5) years in Equipment Finance within a financial institution. Knowledge & Skills Proficiency with loan/lease accounting software system (Aspire). Software applications including Excel, Word, SuperTrump, and TValue. 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.

#J-18808-Ljbffr