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    Documentation Specialist - Fort Worth, United States - Best Flow

    Best Flow
    Best Flow Fort Worth, United States

    2 weeks ago

    Default job background
    Description
    Company Information: Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business – whether making a one-time purchase at an equipment dealership or if they are in need of working capital. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers' financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses.

    LinkedIn:

    Website:

    Position Summary: The Documentation Specialist is responsible for preparing legal documentation and ensuring a smooth flow of deals by working alongside sales and credit teams to ensure timely loan closing and funding; to include proper documentation is on file for each deal processed and final audit is conducted to ensure all details are in order from each department.

    Key Roles / Responsibilities:
    • Prepare loan documentation for new loans, renewals, and modifications.
    • Review credit approvals and handle transactions from approval to close.
    • Order, prepare, and review lien searches to clear any liens and encumbrances on equipment to be financed.
    • Consult with outside parties as needed, to resolve any funding hurdles.
    • Facilitate transaction pipeline to ensure timely approval of funding, in accordance with company goals and processes.
    • Interact with internal and external parties to take a loan from approval to funding.
    • Pre-closing review of funding package for completion and accuracy prior to closing.
    • Work closely with Customer Service/Accounting to prepare wires and coordinate disbursement of loan proceeds.
    • Follow up with customers, other departments, and 3rd parties for any post-closing items that are outstanding.
    • Safeguard confidentiality and protected information covered by privacy law and company policy.
    • Some travel may be required.
    • Performs other related duties as required.
    Required Education, Experience, and Qualifications:
    • Must have experience in financial service industry, specifically relating to commercial lending, loan review, loan documentation, and lien perfection.
    • Experience with review and approval of loan packages for funding a plus.
    • Previous funding authority experience is preferred.
    • Must possess a strong understanding of UCC lien searches and how to identify and address blanket and specific liens.
    • Must possess a strong understanding of different types of business entities and structures.
    • Must be customer service focused, actively looking for ways to meet the customers' needs.
    • Must be able to organize and prioritize work to manage time effectively to accomplish assigned tasks.
    • Exposure to varied environments where finance and credit decisions are being made in a commercial credit/documentation environment, including ability to apply relevant concepts and best practices.
    • Vehicle Title work knowledge is preferred.
    • Must be extremely detailed oriented and focused.
    • Must be comfortable in fast-paced environment.
    • Strong communication skills, critical thinking, and analytical skills a must.
    • Must work independently and as a member of a team.
    • Ability to read, speak and write English.
    • Ability to use sophisticated computer software programs to achieve job functions.
    Working Conditions:
    • Prolonged periods sitting at a desk and working on a computer.
    • Must be able to lift 15 pounds at times.
    • Positions self to install equipment, including under desks.
    • Moves throughout the building to access files.
    • Must be able to comprehend and follow written and oral instructions.
    • Must be able to complete tasks even with frequent interruptions.
    • Must be able to use discretion and independent judgment as needed.
    • Must be able to speak clearly on the phone and to fellow workers.
    Benefits:
    • Competitive Compensation Package
    • Medical + Dental + Vision Coverage
    • 401K + Company Match
    • Life Insurance + Long Term Disability Coverage – 100% Company Paid
    • Health Savings Account (HSA)
    • Gym Reimbursement Program
    • Tuition Reimbursement Program
    • Wellness Check Program - Insurance Premium Discounts
    • EAP Resources
    • Paid Holidays
    • Paid Time Off (PTO)
    This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.

    #ONSITE

    #LI-JC

    #EquifyFinancialLLC
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