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Document and Funding Specialist
2 months ago
We are seeking a highly skilled and experienced professional to join our team as a Collateral Securities Specialist. In this role, you will be responsible for providing critical knowledge and support in the preparation, registration, and maintenance of collateral securities in servicing our equipment financing loan portfolio.
Key Responsibilities- Deliver exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with our brand promise.
- Provide equipment financing collateral securities support to an assigned branch network portfolio, leaders, and client relationship managers through a continuous collaborative approach with the business and corporate departments.
- Prepare and maintain documentation related to applicable equipment financing loans and funding, ensuring accurate and timely completion.
- Ensure Service Level Agreement (SLA) targets and quality benchmarks for credit support are being met.
- Establish a collaborative and client-centric relationship with the credit support department and the equipment financing network while balancing the efficiencies and governance of a standardized structure.
- Minimum of 3 years credit support experience with a solid understanding of collateral securities.
- Knowledge of commercial lending policies, procedures, regulations, documentation, compliance issues, collateral securities, and audit requirements.
- Technologically proficient in Banking Systems, Loan Origination Systems, Microsoft Office Suite, and Adobe Forms.
We offer a comprehensive benefits package, including hybrid work environments, everyday flexibility, generous company-funded health coverage, health care spending account, and a flexible wellness program. We also commit to our employees' development and help them reach their professional goals with organization-wide coaching services, mentorship, education support, and training programs.
We are an equitable employer committed to providing a safe and inclusive environment where a diverse workforce thrives. We welcome and encourage you to bring your whole self to work.
