Loan Documentation Specialist - Equipment Finance

Join Triumph!

At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That's why we're looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better.

Position Summary: Triumph Commercial Finance ("TCF"), a division of TBK Bank, SSB ("TBK"), is a business unit with the primary responsibility for equipment lending. TCF seeks a qualified Loan Documentation Analyst who will assist the Documentation manager, on a pre-documentation and post-closing basis, including insurance verification, documentation changes, research, and assisting TCF members.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Assist in the research, authentication and creation of borrower and guarantor profiles on Salesforce.

• Communicate with internal and external team members to facilitate loan origination and closing.

• Screen incoming document requests.

• Prepare and review loan funding packages including verification of lien perfection, insurance coverage, titling, and proper signatures.

• Complete wire transfer and check requests and assemble loan packages for imaging and boarding.

• Manage the imaging process of booked loans.

• Confirm and facilitate the processing of liens on titled units by working with customers, third party vendors and governmental agencies.

• Assist loan operations with any follow up questions in regards to compliance procedures.

• Monitor and clear UCC, title and document expectations using sub servicer reports, and tickler system.

• Assist group members with various department tasks as directed by the manager.

EXPERIENCE & EDUATION

• Bachelor's degree, preferred.

• 1 -2 years' experience in an administrative or customer service position in a corporate office setting.

• Knowledge of equipment lending industry is ideal.

• Experience using FIS Premier or other loan operating system is a plus.

SKILLS & ABILITIES REQUIRED

• Intermediate proficiency in MS Office (Word, Excel, PowerPoint) and Salesforce.

• Must have strong customer service ethics and team building skills.

• Ability to prioritize, organize, and produce in a high-volume, deadline-oriented production group.

• Ability to thrive in a professional office environment.

• Basic knowledge of commercial and consumer loan documentation, UCC filings, loans secured by titled vehicles and equipment.

• High energy and self-motivated.

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!