Altius Search Group

Altius Search Group

Loan Documentation Specialist - St Louis, MO

St Louis, Missouri, United States

Sponsorship not specifiedDetected 169 days ago
AccountingCommunicationProblem SolvingMicrosoft OfficeUnderwriting

About the role

  • Loan Documentation Specialist | Equipment Finance | St Louis, MO The Equipment Finance Documentation Specialist is responsible for all aspects of documenting, closing, and funding Equipment Finance transactions.
  • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
  • Ensures that transactions are documented and closed per the instructions and conditions stated in the credit and asset management approval memo(s).

Responsibilities

  • Manage the entire transaction documentation and closing process for Equipment Finance transactions.
  • Effectively manages and prioritizes work queues for new lease/loan transactions.
  • Proactively manages work-in-progress within the closing calendar, balancing the needs of multiple internal and external stakeholders simultaneously.

Requirements

  • Ensures that all required closing documents are in place and coordinates judgmental "clear to close" decisions and any document or process exceptions with their manager or mentor.
  • Work with their manager to determine whether enlisting legal counsel to advise on specific transaction issues and unresolved legal matters related to transaction documentation is required.

Nice to have

  • 2-5 years' experience with loan documentation, with demonstrated expertise in due diligence and perfection processes, preferred.
  • Bachelor's degree in Business (e.g., Business Administration, Finance, Accounting) or equivalent work experience preferred.
  • Knowledge of loan documentation, collateral, lien perfection, evaluation/review/interpretation of UCC searches, and vehicle titling needs and processes is strongly preferred.

This listing is sourced directly from Altius Search Group's careers page and normalized into a canonical job model.