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Equipment Finance Document Specialist

Company: Hancock Whitney Corp
Location: New Orleans
Posted on: June 10, 2021

Job Description:

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JOB FUNCTION / SUMMARY:

Coordinate and manage loan/ lease transactional closings supporting the Equipment Finance specialty lines of business (Direct Equipment Finance and Leasing, Capital Markets, Municipal Leases and Bonds), working with Equipment Finance Specialty Relationship Managers ("RMs"), Bank RMs, Customers, Equipment vendors, Insurance agents, Outside counsel, Corporate Documentation and Lending Services, and Credit and Portfolio Management.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Coordinate transaction documentation and closing/funding package with RM's, Customer, Seller, Attorney's, Insurance broker, Vendor/Dealer and other support staff.

Review credit approval memorandum and establish transaction workflow to perfect equipment collateral

Follow HWEF lien perfection procedures to determine and appropriate security interest method

File appropriate UCC security interest

Review equipment invoices to determine vesting of ownership in subject equipment

Review Borrower/Lessee corporate documentation to determine correct legal names

Review title registrations to assure proper ownership and lien holder

Review appropriateness of insurance, including lender/lessor interest

Review pay/proceeds instructions from borrower/lessee

As appropriate prepare/review wire request per HWEF procedures

Prepare transaction closing/funding package.

Create document checklist/specifications for submission to Corporate Documentation and/or outside counsel

Complete daily activities for the operations area

Assist with Collateral and Documentation Exception Clearing

Input and review all necessary transaction details into Aspire

Provide superior customer service to both internal and external clients

Follow statutory compliance, risk management and internal controls

Complete special projects and other duties as assigned

MINIMUM REQUIRED EDUCATION, EXPERIENCE, & KNOWLEDGE:

Bachelor's Degree required or equivalent experience.

1+ years of experience in Equipment Leasing & Finance and/or Banking. Candidates with a related field advanced degree will be considered in lieu of experience

Paralegal experience strongly preferred.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

Ability to work under stress and meet deadlines

Ability to operate related equipment to perform the essential job functions

Ability to read and interpret a document if required to perform the essential job functions

Ability to travel if required to perform the essential job functions

Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

DISCLAIMER

NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Keywords: Hancock Whitney Corp, New Orleans , Equipment Finance Document Specialist, Other , New Orleans, Louisiana

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