Finance Documentation Specialist

We are looking for an experienced Finance Documentation Specialist to support equipment loan and lease operations in Glen Allen, Virginia. This Long-term Contract position focuses on managing documentation, coordinating closing activities, and helping ensure transactions are completed accurately and in line with internal policies and regulatory standards. The role partners with internal teams, customers, and external third parties to move transactions from setup through funding and post-closing follow-up in a fast-paced environment.

Responsibilities:

• Coordinate equipment finance transactions from initial documentation review through final booking and funding, ensuring each step is completed accurately and on schedule.
• Draft and review loan and lease documents that align with approved credit terms, collateral requirements, and applicable legal and compliance standards.
• Determine appropriate lien perfection methods based on transaction structure and collateral type, including titled assets, marine assets, and aircraft-related financing.
• Communicate with customers, vendors, landlords, attorneys, and other third parties to resolve documentation issues and support negotiation of transaction terms.
• Complete onboarding and due diligence activities for new customers and new transactions to maintain adherence to banking regulations and internal control requirements.
• Enter and maintain transaction data in the loan and lease accounting system, while supporting account research, maintenance updates, and payment-related activity.
• Assemble and manage post-closing files, clear outstanding exceptions, and follow up on pending items after funding has been completed.
• Support operational tasks such as wire preparation, draw processing, payoff quote generation, release handling, insurance tracking, credit-related follow-up, and document imaging.
• Review purchased transactions and related sale documents for Capital Markets activity, working with internal stakeholders and external counsel as needed.
• Follow all applicable banking laws, regulatory expectations, and established procedures across daily loan administration activities.