Documentation Coordinator

General Responsibilities

Assist Contract Administrators with commercial equipment lease and loan documentation; UCC Lien Search reviews identifying conflicts, preparation of and assume lead role in obtaining non-interest or release letters, assist with the closing and funding of transactions; work closely with sales reps, syndicators, customers, and vendors; and possess a thorough understanding of the documentation process. Assume the lead role, proactively, in the collection of all information required in order to create documents; collection, tracking, verification, and reconciliation of vendor invoices and proof of payments (as applicable). Ensure documents are properly executed, create and maintain documentation files in an organized and complete manner, maintain an effective process to follow up and clear any document “exception” issues that remain pre and post-funding. Keep deal specific notes and status updated in CRM.

Essential Duties

Prepare documentation for lease and loan transactions and assist Contract Administrators with processing and managing the flow of transactions from origination to funding, in accordance with the Company’s standard operating procedure.

Log new transactions upon receipt of LOI and deposit
Communicate effectively and work closely with sales and syndication as well as external parties to gather and obtain all information required prior to the official handoff to the documentation department all of which is necessary to generate accurate and complete documentation
Prepare and file UCC Financing Statements
Review UCC Financing Statements and company status changes and take necessary action
Order and review UCC lien searches and obtain applicable non-interest letters or subordination agreements
Request and review insurance certificates for accuracy; monitor and track renewals
Manage equipment titling process with third parties
Enter vendor invoices into various systems for tracking
Verify wire instructions and confirm payment amounts
Notify clients/vendors when disbursements are completed
Interface with accounting and other departments that provide various information regarding lease and loan transactions

Provide a favorable customer service experience by resolving client and vendor issues

Possess working knowledge of lease accounting system for data entry, audit, invoicing and booking.

Maintain effective process and close communication with multiple departments and clients to ensure that “follow-up” items are received in a prompt and timely manner.

Why First National?

Terrific team-first culture
Decades of industry leadership from one of the largest independent equipment finance companies in the U.S.
The ability to succeed with a differentiated story for Middle Market and Large Corporate companies
The ability to fund a wider range of credit situations, from investment grade to more challenging situations
Unique capital structure allows for almost unlimited funding capacity for any single client
Unlimited opportunities for leadership and career growth
Employee ownership

Application Requirements

Ability to work independently and interact with customers
Self-motivated and self-starter with a sense of urgency
Highly organized with strong attention to detail
Ability to multi-task is critical while meeting deadlines
Computer, Salesforce and Microsoft application proficiency
2-3 years minimum related work experience in the equipment leasing and finance industry
Strong work ethic and positive attitude
Excellent written and verbal communication skills
Bachelor’s degree or equivalent experience preferred