What are the responsibilities and job description for the Documentation Administrator position at TBK Bank, SSB?
Join Triumph! At Triumph, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. 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. #LI-KB1 We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today! OUR BUSINESS Triumph Financial is a financial and technology company focused on payments, factoring and banking. Through our brands —TriumphPay and Triumph – we use technology and innovation to reduce friction in cash flow management and increase the speed of payments for the trucking industry. Our TBK Bank brand provides consumer, business and commercial banking solutions, including a full range of lending products. We create value by driving businesses and communities of all sizes toward the future. This is our purpose and how we help people triumph. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law. OUR PURPOSE Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph. OUR CORE VALUES Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to: Transparency Respect Investing for the future Unique is good Mission is more than the money People make the difference Humility FOCUS ON SERVING OTHERS At Triumph Financial, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas: Training future leaders Establishing viable communities Giving people a second chance Serving the less fortunate We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.
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