Senior Documentation Specialist - Equipment Finance

 Jersey City - United States, United States       Permanent contract        Corporate Finance / Accounting


Day-to-Day Responsibilities:

  • Directly responsible for creation, review and follow-up of applicable documentation (Lease, Loan, Conditional Sales Contracts, Sale and Assignments, Program and Agency Agreements)
  • Prepare document packages
  • Review document changes, draft addendums and/or two way letters, work with outside counsel on complex changes
  • Daily Review and approval of funding packages including validation of pricing, documentation, package completeness pass through, and discount accounting and any holdbacks as applicable.
  • Meet vendor service levels for document preparation, bookings, and inquiries. Coordinate legal reviews with internal and external counsel as necessary. 
  • System contract set-up and booking and validation of same with a strong focus on accuracy
  • Manage delayed funding tickler to ensure timely remittance
  • Daily Interface with Sales, Credit, Finance to assist in meeting volume goals.
  • Interface with the Vendor/End-User as applicable
  • Act as liaison with back office on issues and resolution of discrepancies.
  • Document and execute all post funding changes such as transfer and assumptions, extensions, add-ons, etc.
  • Manage annual renewals for UCC and Insurance.
  • Prepare files for document retention, offsite storage and scanning.
  • Review UCC searches and clear intervening liens
  • Review and refine, where applicable, Processes and Procedures and look to employ best practices
  • Verification of tax treatments and special handling
  • Validation of Insurance coverage and Follow-up
  • Participate in projects as directed by management or business needs.
  • Assist in New Program and New Product Reviews to insure the department meets customer expectations
  • Audit Compliance Standards and Ensure adherence to policies
  • Perform and participate in Permanent Supervision, RCSA, Internal and External Audits, and Compliance issues and projects. 

All our positions are open to people with disabilities


Required/Must have:

  • Proficient working knowledge of lease and loan documentation requirements and substitution language
  • A proven background in secured lending with a minimum of 5+ years of experience
  • A strong understanding of the uniform commercial code
  • Keep current on Article 9 changes and issues
  • Proficiency in UCC Filings and Amendments, including inventory filings
  • Experience working with vendors and/or external customers and remote sales teams
  • Effective decision making and problem solving skills.
  • Strong interpersonal, communication (written and verbal) and partnering skills. A “team” player.
  • Strong analytical, problem-solving, and organization skills.
  • Proactive, detail-oriented, driven to work in a fast learning environment.
  • Ability to prioritize and reallocate workload in a dynamic, deadline-focused environment.
  • Strong Customer and Vendor Service skills
  • Self Starter and ability to get the job done
  • Knowledge of both Industrial and High-Tech financing sectors as well as syndications buy/sell is preferred
  • Ability to maintain and refine processes and controls
  • Focus on data integrity and high quality outputs.
  • Knowledge of Titled vehicle requirements and Aircraft Finance a plus
  • Proficient in Word, Excel, and Outlook
  • Leasworks experience a plus


  • BA/BS in Finance, Accounting, Business Administration preferred
  • JD or ParaLegal degree a plus 


SG Equipment Finance is part of the international banking group Société Générale, one of the largest banks in the world. SG Equipment Finance has enjoyed the number one position for equipment and vendor finance in Europe since 2002. SG Equipment Finance was established in the United States ten years ago and is rapidly growing into a top provider of equipment financing. The Group focuses on multinational and local vendors looking for a financing partner with an international outlook and independent equipment lessors looking for reliable funding partners.  

The position will be responsible for the administration of contracts and documents for all of the businesses of SGEF/USA.  There will be a specific focus on direct Vendor business and syndication buy and sell.  
Job code: 19000HQB
Business unit: SG Equipment Finance
Starting date: Immediate
Date of publication: 15/08/2019
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Senior Documentation Specialist - Equipment Finance

Permanent contract   |   Jersey City - United States   |   Corporate Finance / Accounting