Specialist II - Equipment Leasing & Finance Loan Documentation & Processing

Sandy Spring Bancorp
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 2+ yearsSkills: ["Communication","Attention to detail","Process adherence","Interpretation","Problem-solving"]

Support equipment leasing and finance loan documentation and processing for commercial and institutional clients. Work under moderate supervision to prepare and review loan documentation, independently process, close, and fund loans, and sign off on conditions. Coordinate documentation and funding processes, arrange dealer inventory financing, and help ensure adherence to credit policies and regulatory requirements while maintaining portfolio oversight.

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Sandy Spring Bancorp
Sandy Spring Bancorp
1 day ago

Specialist II - Equipment Leasing & Finance Loan Documentation & Processing

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Support equipment leasing and finance loan documentation and processing for commercial and institutional clients. Work under moderate supervision to prepare and review loan documentation, independently process, close, and fund loans, and sign off on conditions. Coordinate documentation and funding processes, arrange dealer inventory financing, and help ensure adherence to credit policies and regulatory requirements while maintaining portfolio oversight.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Prepare and review loan documentation for equipment lease/finance transactions
  • •Independently process, close, and fund loans and sign off on conditions
  • •Coordinate documentation and funding processes and maintain portfolio oversight
  • •Arrange financing of dealer inventory in consumer and capital goods
  • •Ensure adherence to credit policies and regulatory requirements

Key Requirements

  • •2+ years of relevant experience in equipment leasing/finance loan documentation or processing
  • •Basic knowledge of job procedures and tools gained through work experience
  • •May require vocational or technical training for the role
  • •Ability to work under moderate supervision
  • •Willingness to follow credit policy and regulatory requirements in loan processing
Experience:2+ yearsFinancial servicesBankingEquipment leasing
Skills:CommunicationAttention to detailProcess adherenceInterpretationProblem-solving

Company Brief

Sandy Spring Bancorp
Bank holding company for Sandy Spring Bank, providing commercial and personal banking, lending, treasury management, and wealth services across the Mid-Atlantic region. Serves businesses, individuals, and nonprofit organizations through a branch and digital banking network.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Olney, United States
Founded: 1868
WebsiteLinkedIn