What are the responsibilities and job description for the Specialist II - Equipment Leasing & Finance Loan Documentation & Processing position at Atlantic Union Bank?
Job Family: Wholesale Banking
Job Sub-Family: Equipment Leasing & Finance
Career Specialization: Equipment Leasing & Finance Loan Documentation & Processing
Career Stream: Support
Career Level: S2
Job Profile
Sub-Family Definition
Equipment Leasing & Finance is responsible for originating, structuring, evaluating, and managing equipment lease and finance solutions for commercial and institutional clients. Activities may include:
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Assessing client needs
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Analyzing financial strength
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Evaluating collateral and asset values
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Developing tailored leasing or financing arrangements that support client business objectives
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Managing the end-to-end lifecycle of equipment finance transactions
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Ensuring adherence to credit policies and regulatory requirements
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Coordinating documentation and funding processes, and maintaining strong portfolio oversight
Career Specialization Definition
The Equipment Leasing & Finance Loan Documentation & Processing activities may include:
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Preparing and reviewing loan documentation
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Support for tasks related to the loan process, including independently processing, closing, and funding loans, and signing off on conditions
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Arranging the financing of dealer inventory in consumer and capital goods
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Financing activities may be conducted with equipment manufacturers or directly with dealers
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Other duties as assigned
Career Level Definition
Requires basic knowledge of job procedures & tools obtained through work experience and may require vocational or technical education. Responsibilities typically include:
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Working under moderate supervision.
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Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures.
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Communicates information that requires some explanation or interpretation.
Knowledge & Experience
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Typically requires 2 years relevant experience
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May require vocational or technical training
Job Code: WBEFLS2
FLSA Status: Non-Exempt
Salary Grade: 114
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.