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Senior Commercial Lease Documentation Specialist

Redmond, WA 98052 | Direct Hire

Post Date: 04/26/2018 Job ID: 12318 Industry: Credit Analyst

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Senior Documentation Specialist

 

 

REPORTS TO: VP, Director of Operations / Regional Operations Manager / Managing Underwriter - VP

JOB SUMMARY: Review and/or prepare more complex commercial lease and loan documentation in accordance with internal procedures.

DUTIES:
  • Act as Subject Matter Expert regarding various types of commercial transactions and/or leases
  • Prepare and/or review documentation for accuracy and completeness according to established policies and procedures.  May include more complex transactions, i.e. multiple vendors, multiple debtors, different payment plans, etc.
  • Provide assistance, knowledge and continuing education to outside clientele regarding all phases of Documentation, and Lease/Loan administration.
  • Work closely with other departments and associates within the group, including Executive Sales Officers, providing insight and education on transactions and procedures.
  • Perform post-closing review and make decisions regarding the required needs of certain items.
  • Accurately enter financial and asset information into the appropriate database.
  • Ensure funds disbursed are in accordance with the Commitment and internal procedures.
  • Maintain a complete understanding of the systems utilized by the Department and possess the ability to obtain and provide information through available reports.
  • Work with other departments, team members and clients, to assure a timely and efficient funding process.
  • Maintain knowledge of State requirements as it pertains to perfection of Security Interest.
  • Maintain knowledge of industry regulations and tax collection methods within different jurisdictions.
  • May perform other functions and deliver projects at the direction of Manager.
  • May work  closely with outside counsel in preparation of loan documents and closing requirements

EDUCATION/EXPERIENCE: 
  • Minimum 3 years prior banking/finance experience in a commercial lending environment required.
  • Advanced knowledge of lease and/or loan documentation processing required, including proven knowledge of the complexities of documentation and risks inherent in the documentation process.
  • Strong verbal and written communication skills.
  • Strong client service acumen.
  • Ability to learn and navigate several systems and databases required to perform daily tasks.
  • Proficiency in Microsoft Word and Excel required; Lease Plus experience a plus
  • High School diploma or equivalent required.  College degree a plus.

 


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Gregory Eidlen
VP

Chat live with me @ https://flashrecruit.com/user/GregEidlen Gregory Eidlen is our Manager of Operations. He is responsible for all operational issues related to temporary staffing, databases, customer service, contracts, and social media. Holding a Master’s Degree in Industrial Organizational Psychology from Touro University Worldwide, Gregory heads our consulting division offering first-hand experience coaching and monitoring business employees. In addition, Gregory also holds a Bachelor of Arts degree in Psychology from The College of Staten Island/City University of New York. Gregory is recognized as a Certified Personnel Consultant (CPC) and Certified Temporary Staffing-Specialist (CTS) by the National Association of Personnel Services (NAPS). The American Staffing Association (ASA) recognizes Gregory as a Technical Services Certified (TSC) as well as a Certified Staffing Professional (CSP). Gregory has over four years of customer service and managerial skills with a major retail chain. If you would like to chat with me please go to: https://flashrecruit.com/user/GregEidlen

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