What are the responsibilities and job description for the Specialist II - Equipment Leasing & Finance Loan Documentation & Processing position at Atlantic Union Equipment Finance?
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:
Assessing client needs
Analyzing financial strength
Evaluating collateral and asset values
Developing tailored leasing or financing arrangements that support client business objectives
Managing the end-to-end lifecycle of equipment finance transactions
Ensuring adherence to credit policies and regulatory requirements
Coordinating documentation and funding processes, and maintaining strong portfolio oversight
Career Specialization Definition
The Equipment Leasing & Finance Loan Documentation & Processing activities may include:
Preparing and reviewing loan documentation
Support for tasks related to the loan process, including independently processing, closing, and funding loans, and signing off on conditions
Arranging the financing of dealer inventory in consumer and capital goods
Financing activities may be conducted with equipment manufacturers or directly with dealers
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:
Working under moderate supervision.
Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures.
Communicates information that requires some explanation or interpretation.
Knowledge & Experience
Typically requires 2 years relevant experience
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.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.