Lease & Finance Documentation Analyst
Location
Type
Term
Travel
Department
On-site, Hybrid
Contract
1 year
Domestic 50%
Domestic 50%
Description
Responsible for the day-to-day resolution of complex problems and the execution of complex transactions for multiple clients with various sized business unit. Manages projects and direct activities of a team related to special initiatives of an operations nature. Functions as the technical expert in their assigned area. Major accountabilities are based on individual expertise and capabilities. Provides work direction, guidance and expertise to less experienced associates and provides training to associates and Business Partners on new and complex initiatives. Builds strong relationships with clients and other business units. Banking or lease/finance documentation equivalent experience required.
Responsibilities
- Prepare documentation, insurance requirements, UCC filings, financial amortization reports, and pricing run compliance packages.
- Complete verification of transaction economics specific to the assumptions and requirements of specific transactions.
- Processing lease and loan transactions documents for Credit Committee approval.
- Comply with all funding and booking guidelines of the client.
- Prepare complete (pre-funding) loan and lease packages including the verification of calculations, rates, signatures and dates on each document, preparing document checklists, obtaining subordination agreements and filing UCC financing statements.
Requirements
- Prior lease and/or finance documentation experience. Minimum of 2 years preferred
- Working knowledge of TValue or Super Trump.
- HP12-C or HP17-b experience preferred.
- CLFP designation highly desirable.
Asset Management International, Inc. (AMI) is rapidly growing physical-asset management consulting firm, providing unparalleled guidance and advisement for our clients for over 20 years. Our unique cradle to grave approach to physical-asset management has enabled us to offer creative and customized solutions for our clients throughout the economic-useful lifecycle of their physical assets. Using our team-based approach, our associates work side-by-side with our clients to ensure success. We incorporate a true hands-on model that merges old-school customer relationships with technology to help our clients get the maximum return from their physical assets and fleets. The opportunities we offer provide an experience that is rooted in care for our fellow associates, service to our clients, and integrity in all that we do. AMI is always welcoming new talent that can incorporate their knowledge, skills, and abilities to drive clients forward in their growth and ours. Because of AMI’s continuous growth, we are looking for individuals who are passionate about our firm and willing to apply their expertise to improving AMI’s offerings. We hope you’ll join us for the ride!
Asset Management International, Inc. (AMI) is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. AMI does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Asset Management International is headquartered in headquartered in Houston, Texas. For more information, please visit 4ami.com.