Loan Origination Specialist IV

Minimum of 2 years of Loan Documentation or doc creation experience
Ability to multi-task effectively and leverage internal resources
Excellent verbal and written communication skills
Strong attention to detail and strong process orientation
Excellent organizational skills and ability to prioritize work load
Excellent Microsoft Word and Excel Skills
Team player with a positive attitude and desire to be part of a collaborative environment
Demonstrated ability to work independently and solve problems in a fast paced environment
Knowledge of basic accounting processes and procedures
Professional phone etiquette skills

Works with Sales, Client, Relationship Managers and Underwriters to document and book Equipment Finance transactions
Process the documentation process for equipment finance loan/lease transactions in partnership with the Document Support Specialist
Engages with internal and external clients to manage expectations and gather necessary items for closing.
Prepares and sends documentation packages.
Research Sales and PPT tax items
Ensures credit and asset conditions are met in compliance with guidelines.
Works with Internal and External Legal counsel as needed for closing requirements.
Prepares funding review packages
Works on projects as needed to improve current processes and procedures.