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Job Details

Senior Documentation Specialist

Company name
BMO Financial Group.

Experience
5 yrs required

Location
Milwaukee, WI, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Jul 13, 2020

Valid Through
Oct 26, 2020

Apply for this job






Profile

Senior Documentation Specialist

The candidate will be accountable for the opening, maintenance, and closing process of loans and leases of Bank Equipment Finance. The candidate will directly impact the bank's ability to meet regulatory requirements and manage risk through the timely preparation, review and analysis of equipment management agreements. Execute the end-to-end documentation processes including the distribution, collection, review, and processing of Equipment Leasing documentation. In-depth knowledge of equipment finance documents to provide direction and guidance to the Sales group and customers on requirements for transactions. Partner with various business functions such as Credit, Accounting, Tax, Pricing, Legal and Equipment Management to ensure proper documentation. Responsible for insuring that credit requirements are implemented through all stages of the lease and loan process, from negotiation to document creation and closing. Participate fully in internal and external audit activities and actively work to address any current (and prevent future) findings. Communicate with clients in a professional manner that conveys competence, respect, and the value of the client relationship. Should have 5 years of experience with a strong background in documentation and/or finance. Bachelor's degree, Paralegal certification, or equivalent work experience, General knowledge of Equipment Finance/Leasing products and services, Working knowledge of banking regulatory environment and the Uniform Commercial Code (UCC), Working knowledge of PC and office automation applications as applicable to perform the job effectively and efficiently.

Company info

BMO Financial Group.
1000 N. Water St. Ste. 100
Milwaukee
Wisconsin
United States 53202
Website : http://www.bmo.com

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