What are the responsibilities and job description for the Equipment Finance Documentation Specialist position at Tential Solutions?
Location: Alpharetta, Georgia
Hybrid 3 days onsite
About The Role
Our Banking client is looking for an experienced Documentation Specialist to own the full lifecycle of equipment loan and lease transactions — from documentation request through client funding. You’ll work closely with internal sales reps, credit teams, and external customers to ensure every deal closes accurately and on time.
This is a fast-paced environment with strong deal volume. Overtime is available, especially at quarter- and year-end.
What You’ll Do
– Prepare, review, and send equipment loan and lease documentation to clients
– Own each documentation request end-to-end from receipt through funding
– Manage UCC filings and lien perfection across collateral types (vehicles, marine, aircraft, etc.)
– Coordinate title work, with a standard 90-day title completion timeline
– Interface with internal and external sales representatives as the primary point of contact
– Board and maintain transactions in Aspire (loan/lease accounting platform)
– Complete KYC/CIP/CBO compliance processes for new customers
– Prepare payoff quotes, process payments and advances, and handle releases
– Conduct UCC lien searches and determine when releases or disclaimers are needed
– Manage post-closing packages, clear exceptions, and complete follow-up items during slower periods
TEAM & VOLUME
– Process approximately 4–5 deals per week
– Busy, close-knit team — high accountability and strong collaboration expected
– Volume spikes at end of month, quarter, and year; overtime is regularly available
What We’re Looking For
– 3–5 years of experience in equipment finance or equipment leasing (experience in a financial institution preferred)
– Bachelor’s degree in finance, banking, business, or related field — or equivalent experience
– Working knowledge of Aspire or similar loan/lease accounting systems
– Proficiency in Microsoft Word and Excel (basic calculations required)
– Detail-oriented and organized, with the ability to manage multiple transactions simultaneously
– Strong communicator — comfortable working directly with clients, vendors, and senior stakeholders
– Self-motivated and dependable; ownership mentality from request to funding
Hybrid 3 days onsite
About The Role
Our Banking client is looking for an experienced Documentation Specialist to own the full lifecycle of equipment loan and lease transactions — from documentation request through client funding. You’ll work closely with internal sales reps, credit teams, and external customers to ensure every deal closes accurately and on time.
This is a fast-paced environment with strong deal volume. Overtime is available, especially at quarter- and year-end.
What You’ll Do
– Prepare, review, and send equipment loan and lease documentation to clients
– Own each documentation request end-to-end from receipt through funding
– Manage UCC filings and lien perfection across collateral types (vehicles, marine, aircraft, etc.)
– Coordinate title work, with a standard 90-day title completion timeline
– Interface with internal and external sales representatives as the primary point of contact
– Board and maintain transactions in Aspire (loan/lease accounting platform)
– Complete KYC/CIP/CBO compliance processes for new customers
– Prepare payoff quotes, process payments and advances, and handle releases
– Conduct UCC lien searches and determine when releases or disclaimers are needed
– Manage post-closing packages, clear exceptions, and complete follow-up items during slower periods
TEAM & VOLUME
– Process approximately 4–5 deals per week
– Busy, close-knit team — high accountability and strong collaboration expected
– Volume spikes at end of month, quarter, and year; overtime is regularly available
What We’re Looking For
– 3–5 years of experience in equipment finance or equipment leasing (experience in a financial institution preferred)
– Bachelor’s degree in finance, banking, business, or related field — or equivalent experience
– Working knowledge of Aspire or similar loan/lease accounting systems
– Proficiency in Microsoft Word and Excel (basic calculations required)
– Detail-oriented and organized, with the ability to manage multiple transactions simultaneously
– Strong communicator — comfortable working directly with clients, vendors, and senior stakeholders
– Self-motivated and dependable; ownership mentality from request to funding