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Equipment Documentation Specialist

4 months ago


Ogden, United States Transportation Alliance Bank Full time

The Equipment Documentation Specialist is in a challenging and fast-paced environment. The Equipment Documentation Specialists will have familiarity with all-types of term loan documentation packages, including equipment, unsecured lending, and occasionally commercial real estate.

The Equipment Documentation Specialist is responsible for creating contracts and assisting with the contract cycle and credit underwriting life cycle, ensuring the appropriate agreements or legal forms are executed and retained in accordance with bank approvals, policies, and procedures.

Essential Duties and Responsibilities:

Manage due diligence, legal documents, and closings for term loan transactions

Generate legal loan documents. Utilize document automation software to create agreements, amendments, letters, and other instruments

Gather and organize required document packages

Oversee the execution and closing of transaction documents

Work closely with other departments for document requests and coordinate between legal, credit, and lending departments

Ensure proper authentication and execution of all legal documents

Provide secure storage of legal files; document indexing, filing, and maintenance

Review organizational documents and agreements

Other duties as assigned.

Education and Experience Requirements:



Associates degree or higher required, or equivalent work experience



1-3 years of documentation and/or secured transactions experience, preferred



Experience in commercial lending and/or transportation finance, a plus



Experience in commercial leasing and equipment finance, a plus



Experience with DocuSign and/or LaserPro, a plus

Knowledge, Skills, and Abilities Requirements :



Attention to detail and quality is required; self-directed



Familiar with secured and unsecured transactions/commercial and lease lending



Excellent organizational and project tracking skills



Strong computer skills including Micro Soft Office; willing to learn new software applications



Must be able to multi-task at a high level



Ability to work in a fast-paced environment and quick turnaround requirements/ deadlines

TAB Bank Offers:

Onsite Gym

Tuition Reimbursement

Paid Holidays

Gym Reimbursement

College Scholarships for Employees and Families

401(k)

Paid Time Off (PTO)

Employee Assistance Program (EAP)

I Made the Grade

Holiday Club Program

Medical, Dental, Vision, Life and AD&D, Voluntary Disability, Flex Spending & Dependent Care

TAB Bank will not sponsor applicants for work visas. #J-18808-Ljbffr