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Specialist II - Equipment Leasing & Finance Loan Documentation & Processing
Career Insights for Financial Operations Specialist
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Scorecard
Based on Georgia data
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What they do
A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.
$61,300 / year median in Georgia
-5% projected decline
Job Description
Specialist II - Equipment Leasing & Finance Loan Documentation & Processing Atlantic Union Bank United States, Georgia, Alpharetta 2475 Northwinds Parkway (Show on map) Sep 08, 2026
Description
Job Family:
Wholesale Banking
Job Sub-Family:
Equipment Leasing & Finance
Career Specialization:
Equipment Leasing & Finance Loan Documentation & Processing
Career Stream:
Support
Career Level:
S2
Job Profile
Sub-Family Definition
Equipment Leasing & Finance is responsible for originating, structuring, evaluating, and managing equipment lease and finance solutions for commercial and institutional clients.
Activities may include:
Assessing client needs Analyzing financial strength Evaluating collateral and asset values Developing tailored leasing or financing arrangements that support client business objectives Managing the end-to-end lifecycle of equipment finance transactions Ensuring adherence to credit policies and regulatory requirements Coordinating documentation and funding processes, and maintaining strong portfolio oversight Career Specialization Definition
The Equipment Leasing & Finance Loan Documentation & Processing activities may include: Preparing and reviewing loan documentation Support for tasks related to the loan process, including independently processing, closing, and funding loans, and signing off on conditions Arranging the financing of dealer inventory in consumer and capital goods Financing activities may be conducted with equipment manufacturers or directly with dealers Other duties as assigned Career Level Definition
Requires basic knowledge of job procedures & tools obtained through work experience and may require vocational or technical education.
Responsibilities typically include:
Working under moderate supervision. Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures. Communicates information that requires some explanation or interpretation. Knowledge & Experience Typically requires 2+ years relevant experience May require vocational or technical training
Job Code:
WBEFLS2
FLSA Status:
Non-Exempt
Salary Grade:
114
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Benefits
- Dental Insurance