Atlantic Union Bank · 14 hours ago
Equipment Finance Documentation Specialist I (HYBRID--Alpharetta, GA)
Alpharetta, GA
Full-time
Hybrid
Entry Level
1+ years expAtlantic Union Bank is seeking an Equipment Finance Documentation Specialist I to assist with transactions after they are closed and funded. The role involves handling documentation, insurance follow-ups, and maintaining files for completed packages while adhering to regulatory standards.
BankingFinancial ServicesWealth Management
Responsibilities
Insurance follow-up
Title follow-up
Record, review and terminate UCC-1 and UCC-3 filings and Data Entry
Create/Maintain files for completed packages
Prepare post-closing loan packages to include maintaining files and clearing exceptions and post-funding items
Image or file recorded titles and ELT’s
Assist with ordering, reviewing and updating UCC Lien Searches, determining when releases/disclaimers of interest are required for a transaction?
Handle releases of Liens/Titles
Adhere to all applicable laws and regulations governing bank operations
Sorting and filing received documentation
Copying and scanning documentation
Preparing Loan Documentation packages
Qualification
Required
At least 1 year in the Finance/Banking Industry
Learn loan/lease accounting software systems and equipment lease and loan modeling and pricing software
Software applications including Excel and Word
Superior customer service skills
Excellent computer skills relevant to Microsoft Office Suites
Excellent communication skills
Well organized with attention to detail
Ability to prioritize and manage multiple priorities and make independent decisions
Flexible, able to adapt to change
Superior time management and problem solving skills
Ability to work independently as well as within a team environment
Company
Atlantic Union Bank
Atlantic Union Bank is a financial company that provides wealth management, private banking, and advisory products and services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$402.5M2024-10-21Post Ipo Equity· $402.5M
1993-10-08IPO
Leadership Team
Jule Kreyling
President and CEO
Jon Bridges
SVP, Mortgage Chief Operating Officer
Recent News
2026-01-13
Maryland Daily Record
2026-01-03
Company data provided by crunchbase