Senior Equipment Finance Document Specialist

Hancock Whitney Corp.; New Orleans (LA); On-site; USD 65,000 - 90,000; Full time

Job summary

Hancock Whitney Corp. is seeking a specialized professional to coordinate and manage loan/lease closing and funding processes for Equipment Finance.

You will collaborate with RMs, customers, attorneys, insurers, and vendors to ensure accurate documentation and timely funding while maintaining compliance and risk control. The role requires 5+ years in Equipment Leasing or Banking, with expertise in UCC filings, lien perfection, and meticulous workflow management.

Qualifications

• Bachelor’s degree or equivalent experience; 5+ years in Equipment Leasing & Finance or Banking.
• Experience with UCC lien searches, filings, and perfection of security interests.
• Strong attention to detail, ability to manage deadlines and compliance.

Responsibilities

• Process documentation requests from Equipment Finance RM’s.
• Coordinate closing/funding packages with customers, attorneys, vendors, and RMs.
• Review credit memos and establish transaction workflows to perfect collateral.
• File UCC forms to ensure first perfected security interest in collateral.
• Prepare closing packages and review wire requests per procedure.
• Input transaction details into Aspire and support daily operations.
• Provide superior customer service to internal and external clients.

Skills

Equipment Leasing

Banking Knowledge

Contract Documentation

Customer Service

Education

Bachelor’s Degree or equivalent experience

Tools

Aspire

Job description

JOB FUNCTION / SUMMARY

Coordinate and manage loan/ lease transnational closings supporting the Equipment Finance specialty lines of business (Direct Equipment Finance and Leasing, Capital Markets, Municipal Leases and Bonds), working with Equipment Finance Specialty Relationship Managers (“RMs”), Bank RMs, Customers, Equipment vendors, Insurance agents, Outside counsel, Corporate Documentation and Lending Services, and Credit and Portfolio Management.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Intake, submission, and processing of documentation requests from HWEF RM’s.
• Coordinate transaction documentation and closing/funding package with RM’s, Customer, Seller, Attorney’s, Insurance broker, Vendor/Dealer and other support staff.
• Review credit approval memorandum and establish transaction workflow to perfect equipment collateral.
• Follow HWEF lien perfection procedures to determine and appropriate security interest method.
• Determine when to perform a UCC lien search, perform the search, review the results and draft/obtain all necessary releases and/or subordinations.
• Determine if UCC Inventory filing is required.
• Follow appropriate procedures and file appropriate UCC forms to ensure HWEF has first perfected security interest in its collateral (equipment and/or inventory).
• Review equipment invoices to determine vesting of ownership in subject equipment.
• Review Borrower/Lessee corporate documentation to determine correct legal names.
• Review title registrations to assure proper ownership and lienholder.
• Review appropriateness of insurance, including lender/lessor interest.
• Review pay/proceeds instructions from borrower/lessee.
• Prepare and Review transaction closing/funding package.
• As appropriate prepare/review wire request per HWEF procedures.
• Create document checklist/specifications for submission to Corporate Documentation and/or outside counsel.
• Input and review all necessary transaction details into Aspire.
• Complete daily activities for the operations area.
• Assist with Collateral and Documentation Exception Clearing.
• Provide superior customer service to both internal and external clients.
• Follow statutory compliance, risk management and internal controls.
• Complete special projects and other duties as assigned.

SUPERVISORY RESPONSIBILITIES

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

Bachelor’s Degree required or equivalent experience. 5 + years of experience in Equipment Leasing & Finance and/or Banking

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS

• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

EQUAL OPPORTUNITY / AFFIRMATIVE ACTION

Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

WHY CHOOSE US

When you choose a career with Hancock Whitney (Nasdaq: HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s—that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility. A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future.