Equipment Lease Documentation/Operations Specialist - Equipment Finance

Anderson Young Associates, Inc.; Denver (CO); On-site; USD 60,000 - 85,000; Full time

Job summary

Anderson Young Associates, Inc. seeks a Documentation Specialist in Denver to manage credit review and documentation for Commercial Loans and Equipment Leases.

Candidates must reside in Denver Metro or be willing to relocate; equipment finance experience, UCC filings, and strong English communication are essential. The role requires accurate preparation of contracts and funding documents in a fast-paced environment.

Qualifications

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

Responsibilities

• Input and review credit applications and supporting documents from sales teams, dealers and brokers.
• Analyze credit history and financial statements.
• Submit credit recommendations to Credit Manager.
• Present approvals/declines to sales team and brokers.
• Prepare and process contracts, rewrites, refinances, and transfer of equities.
• Review lease and retail documents for funding completeness.
• Review and follow up on credit stipulations for compliance.
• Prepare and submit funding docs.
• Work in a high-volume fast-paced environment.
• Calculate retail and lease payments using SuperTrump, T-Value, or HP calculator.
• Interact with customers using excellent spoken and written English.
• Handle admin duties: photocopies, faxing, and email prep for sales.
• Understand basic state grant and loan programs.
• Coordinate with other departments and partners.
• Performs other duties as assigned by supervisor.

Skills

Credit underwriting

Administrative exp

UCC filings

Attention to detail

English communication

Job description

** This candidate MUST reside in Denver Metro or willing to MOVE there**

** MUST HAVE Equipment Finance EXPERIENCE**

Candidate should be Familiar with : Progress Payments, PMSI, Interim Rents, UCCs

Job Description

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.

Job Purpose

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

Responsibilities

• 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 SuperTrump 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

Secondary Duties

• Performs other duties as assigned by a supervisor.

Qualifications

• 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

Job Requirements

• 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