TBK Bank, SSB
Documentation Analyst page is loaded## Documentation Analystlocations:
Dallas, TXtime type:
Full timeposted on:
Posted 2 Days Agojob requisition id:
REQ-4508**Join Triumph!**At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better.**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 & EDUATION*** 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.**We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.**Go on.
Do it.
Apply Today!**OUR BUSINESS**TBK Bank, SSB is a Texas-state savings bank headquartered in Dallas, Texas. We offer commercial and consumer banking products focused on meeting client needs in Texas, Colorado, Kansas, New Mexico, Iowa and Illinois. We also serve a national client base with factoring, equipment lending and asset based lending through Triumph’s Equipment Division, discount factoring through Triumph’s Factoring Division, insurance through Triumph’s Insurance Division, Inc., and carrier and vendor payment solutions through TriumphPay. 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 TBK Bank, 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 fortunateWe 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. #J-18808-Ljbffr
Dallas, TXtime type:
Full timeposted on:
Posted 2 Days Agojob requisition id:
REQ-4508**Join Triumph!**At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better.**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 & EDUATION*** 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.**We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.**Go on.
Do it.
Apply Today!**OUR BUSINESS**TBK Bank, SSB is a Texas-state savings bank headquartered in Dallas, Texas. We offer commercial and consumer banking products focused on meeting client needs in Texas, Colorado, Kansas, New Mexico, Iowa and Illinois. We also serve a national client base with factoring, equipment lending and asset based lending through Triumph’s Equipment Division, discount factoring through Triumph’s Factoring Division, insurance through Triumph’s Insurance Division, Inc., and carrier and vendor payment solutions through TriumphPay. 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 TBK Bank, 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 fortunateWe 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. #J-18808-Ljbffr