Commercial Operations Senior Documentation Coordinator

• Independently prepare and validate all legal documentation on loan and lease transactions to ensure documents accurately reflect the approved structure and comply with company policies and procedures
• Provide initial drafts of document revisions (ranging from basic to complex) based on negotiations or specific requirements outlined in the credit approval
• Demonstrate knowledge of various types of equipment being financed to ensure appropriate documents are utilized and lien perfection in collateral occurs properly
• Analyze and understand transactions, including pricing, deal structure, collateral evaluation, credit, and tax components (including sales/use taxes and property taxes)
• Manage the closing process with all parties, including customers, vendors, and internal and external counsel
• authorize closings and instruct operations to disburse funds
• Independently book transactions using the CAF front-end system (Rapport) and ensure all transactions are booked accurately and in a timely manner
• Must have experience with specialty collateral including aircraft, rail and marine
• Conduct due diligence and review UCC searches, using UCC expertise to identify and address potential lien perfection risks
• Identify post-closing issues and ensure all post-closing items are properly documented and collected in a timely manner
• Ensure accuracy and completeness of customer legal and documentation files
• Participate in customer meetings and, when strategically appropriate, accompany Sales on customer visits
• Work closely with the Documentation Manager on process improvements to increase efficiency and streamline documentation workflows

• Minimum of 5+ years of experience with a strong background in finance and/or documentation required
• Strong aircraft, rail and marine background/knowledge required
• High level of attention to detail and strong understanding of lien perfection requirements required
• Understanding of lease and loan documentation requirements required
• Ability to draft document provisions for Legal review and handle basic document negotiations required
• Bachelor’s degree required
• paralegal background preferred
• Strong verbal and written communication skills, organizational skills, and interpersonal skills

Operations experience is a plus, particularly with systems of record such as Rapport and InfoLease

• comprehensive medical, dental and vision coverage
• retirement benefits
• maternity/paternity leave
• flexible work arrangements
• education reimbursement
• wellness programs
• competitive pay
• paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States