Job Description

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 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 & Education:

  • 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.

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Application Instructions

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