Equipment Finance Documentation & Closing Specialist

Fifth Third Bank; Cockeysville (MD); Sur place; USD 60 000 - 123 000; Plein temps

Résumé du poste

Fifth Third Bank is seeking an Equipment Finance Documentation Specialist in Rosemont, IL. You will manage the end-to-end documentation, closing and funding of equipment finance transactions, coordinating with clients and deal teams to ensure policy and regulatory compliance and a smooth close.

Responsibilities include preparing documents, performing due diligence (KYC, UCC searches, titles), securing liens, and coordinating funding via wires and checks.

Qualifications

• 3-5 years’ experience with loan documentation and due diligence.
• Bachelor’s degree in Business or related field preferred.
• Proficient knowledge of loan documentation needs and requirements.
• Strong knowledge of UCC searches, lien perfection and titling.
• Proficient with bank policies, processes and accounting systems.
• Attention to detail and ability to manage multiple tasks.

Responsabilités

• Manage the transaction documentation and closing process for Equipment Finance.
• Coordinate with client, relationship manager and pricing to address policy and regulatory matters early.
• Prioritize work queues for new lease/loan transactions.
• Manage work-in-progress within the closing calendar across stakeholders.
• Ensure transactions are documented and closed per credit/asset approvals.
• Obtain and analyze due diligence: KYC, UCC searches, insurance, corporate docs, assignments, UCC-1/3, invoices, MSO/titles.
• Confirm wire instructions are correct and accurate.
• Prepare documentation to meet requirements; obtain approvals from accounting, tax, pricing, and legal.
• Escalate issues when unresolved; coordinate with legal when needed.
• Prepare ACE transaction and funding communications for proper disbursement.
• Ensure liens/ownership are perfected and motor vehicle title work completed.
• Board leases/loans into accounting system and ensure timely follow-up.
• Participate in projects and suggest efficiency improvements.

Connaissances

loan documentation

collateral knowledge

lien perfection

UCC searches

vehicle titling

Microsoft Office

attention to detail

problem solving & analytics

independent work

communication skills

Formation

Bachelor's degree in Business Administration/Finance/Accounting

Outils

Microsoft Office

Description du poste

Fifth Third Bank is seeking an Equipment Finance Documentation Specialist in Rosemont, IL. You will manage the end-to-end documentation, closing and funding of equipment finance transactions, coordinating with clients and deal teams to ensure policy and regulatory compliance and a smooth close.

Responsibilities include preparing documents, performing due diligence (KYC, UCC searches, titles), securing liens, and coordinating funding via wires and checks.