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Senior Lease and Loan Documentation Specialist
| Company | Pitney Bowes |
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| Location | Tampa, FL, USA |
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| Salary | $70000 – $85000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior |
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Requirements
- A high school diploma with some higher-level education or related certification preferred.
- Three years’ prior experience in the commercial lending industry.
- Strong understanding of different company types and required documents for each type.
- Demonstrated strong interpersonal skills interacting with customers, teammates, and all levels of management.
- Well-developed communication skills, both verbal and written.
- An appreciation for the importance of being extremely accurate in what you do.
- An ability to exercise sound judgment, manage complex transactions, and work within tight deadlines.
- A penchant for being detail orientated and extreme accuracy in what you do.
- Strong verbal, written and organizational skills, strong attention to detail and a penchant for problem solving, critical thinking, and accuracy.
Responsibilities
- Follow all current standard operating procedures and established goals in the timely and accurate completion of all lease and loan documentation requests.
- Collaborate directly with customers, responding to questions and following up with collecting the pending information needed to close loans.
- Review completed loan packages for accuracy, adherence to compliance, credit, legal, funding and booking requirements.
- Ensure loan documentation is processed in accordance with policies and guidelines.
- Record and store all transaction documentation and contracts in line with record retention policies.
- Adhere to policies and procedures to maintain appropriate transaction security perfection and filings. This will include but is not limited to title and UCC filings.
- Collaborate with Risk Management, Finance, and other departments in the company in the creation of appropriate final agreements.
- Provide information in internal and external audits as needed.
- Provide updates to leadership on your work status and provide recommendations for process improvements.
- Establish a good working relationship with internal team and customers.
- Additional /flexible hours may be required based on business cycle.
Preferred Qualifications
- Paralegal and/or a legal background
- Experience in the equipment finance or commercial working capital or banking industry
- Experienced in commercial lease or loan documentation preparation including experience with UCC-1 searches and filings, vehicle titles and commercial insurance binders.
- Experience with commercial loan documentation software.
