Patriot Capital Corporation - Equipment Financing Specialists · 15 hours ago
Documentation and Funding Specialist
Buckhead, GA
Full-time
Onsite
New Grad, Entry LevelPatriot Capital Corporation is a well-established finance company based in Atlanta, GA that specializes in business equipment financing. The Documentation and Funding Specialist is responsible for coordinating the processing of loans, ensuring all documentation meets underwriting guidelines, and maintaining communication with team members and operations managers.
Financial ServicesLeasingOil and Gas
Responsibilities
Produce customer documents based on various points of information including system programs, grids and other documents utilizing the company’s processing system
Analyze customer signed loan documentation to ensure satisfaction of company underwriting guidelines
Obtain and/or provides any missing information to complete required file documentation
Meet processing time frames, as provided
Review all documentation, i.e., credit report, legal lands, etc., and immediately notifies team of irregularities relative to standard underwriting guidelines
Ensures that loan documentation meets relevant requirements (e.g., appropriate legal descriptions, signatures and dates)
Follows up for all loan supporting documents such as insurance certificates, invoices, etc
Communicate any necessary exceptions/incomplete files to credit department for review
Maintain open communication with team members and operations managers
Other duties and responsibilities as assigned
Qualification
Required
Produce customer documents based on various points of information including system programs, grids and other documents utilizing the company's processing system
Analyze customer signed loan documentation to ensure satisfaction of company underwriting guidelines
Obtain and/or provides any missing information to complete required file documentation
Meet processing time frames, as provided
Review all documentation, i.e., credit report, legal lands, etc., and immediately notifies team of irregularities relative to standard underwriting guidelines
Ensures that loan documentation meets relevant requirements (e.g., appropriate legal descriptions, signatures and dates)
Follows up for all loan supporting documents such as insurance certificates, invoices, etc
Communicate any necessary exceptions/incomplete files to credit department for review
Maintain open communication with team members and operations managers
Bachelor's degree or Associate's (A. A.) or equivalent from two-year college or technical school preferred
Strong technical skills and familiarity with business communications and sales processes
Ability to learn new software; Excellent communication skills, verbal and written
Detail oriented, able to work independently and have exceptional organizational skills
Ability to make decisions and act independently
Highly organized, able to manage multiple projects independently and concurrently
Demonstrated effectiveness in working well within a fast paced, dynamic environment with a high sense of urgency
Company
Patriot Capital Corporation - Equipment Financing Specialists
Patriot Capital is the leading provider of equipment financing to convenience store retailers, fuel wholesalers and related industries.
Founded in 2000
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Chris Santy
President
Company data provided by crunchbase