What are the responsibilities and job description for the Documentation Analyst position at TBK Bank, SSB?
Join Triumph!
At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better.
Position Summary: Triumph Commercial Finance (“TCF”), a division of TBK Bank, SSB (“TBK”), is a business unit with the primary responsibility for equipment lending. TCF seeks a qualified Documentation Analyst who will assist the Documentation manager, on a pre- documentation and post-closing basis, including insurance verification, documentation changes, research, and assisting TCF members.
Essential Duties & Responsibilities
Go on. Do it. Apply Today!
At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better.
Position Summary: Triumph Commercial Finance (“TCF”), a division of TBK Bank, SSB (“TBK”), is a business unit with the primary responsibility for equipment lending. TCF seeks a qualified Documentation Analyst who will assist the Documentation manager, on a pre- documentation and post-closing basis, including insurance verification, documentation changes, research, and assisting TCF members.
Essential Duties & Responsibilities
- Assist in the research, authentication and creation of borrower and guarantor profiles on Salesforce.
- Communicate with internal and external team members to facilitate loan origination and closing.
- Screen incoming document requests.
- Prepare and review loan funding packages including verification of lien perfection, insurance coverage, titling, and proper signatures.
- Complete wire transfer and check requests and assemble loan packages for imaging and boarding.
- Manage the imaging process of booked loans.
- Confirm and facilitate the processing of liens on titled units by working with customers, third party vendors and governmental agencies.
- Assist loan operations with any follow up questions in regards to compliance procedures.
- Monitor and clear UCC, title and document expectations using sub servicer reports, and tickler system.
- Assist group members with various department tasks as directed by the manager.
- Bachelor's degree, preferred.
- 1 –2 years’ experience in an administrative or customer service position in a corporate office setting.
- Knowledge of equipment lending industry is ideal.
- Experience using FIS Premier or other loan operating system is a plus.
- Intermediate proficiency in MS Office (Word, Excel, PowerPoint) and Salesforce.
- Must have strong customer service ethics and team building skills.
- Ability to prioritize, organize, and produce in a high-volume, deadline-oriented production group.
- Ability to thrive in a professional office environment.
- Basic knowledge of commercial and consumer loan documentation, UCC filings, loans secured by titled vehicles and equipment.
- High energy and self-motivated.
Go on. Do it. Apply Today!