Senior Equipment Finance Document Specialist at Hancock Whitney in Hancock Whitney Center - New Orleans, LA
- Company: Hancock Whitney
- Location: Hancock Whitney Center - New Orleans, LA
- Posted: Sep 19, 2026
- Type: Full-time
- Experience: 5+ years
Overview
Coordinate and manage loan/ lease transnational closings supporting the Equipment Finance specialty lines of business (Direct Equipment Finance and Leasing, Capital Markets, Municipal Leases and Bonds), working with Equipment Finance Specialty Relationship Managers (“RMs”), Bank RMs, Customers, Equi…
Job description
- Coordinate and manage loan/ lease transnational closings supporting the Equipment Finance specialty lines of business (Direct Equipment Finance and Leasing, Capital Markets, Municipal Leases and Bonds), working with Equipment Finance Specialty Relationship Managers (“RMs”), Bank RMs, Customers, Equipment vendors, Insurance agents, Outside counsel, Corporate Documentation and Lending Services, and Credit and Portfolio Management.
Responsibilities
- Intake, submission, and processing of documentation requests from HWEF RM’s.
- Coordinate transaction documentation and closing/funding package with RM’s, Customer, Seller, Attorney’s, Insurance broker, Vendor/Dealer and other support staff.
- Review credit approval memorandum and establish transaction workflow to perfect equipment collateral.
- Follow HWEF lien perfection procedures to determine and appropriate security interest method.
- Determine when to perform a UCC lien search, perform the search, review the results and draft/obtain all necessary releases and/or subordinations.
- Determine if UCC Inventory filing is required.
- Follow appropriate procedures and file appropriate UCC forms to ensure HWEF has first perfected security interest in its collateral (equipment and/or inventory).
- Review equipment invoices to determine vesting of ownership in subject equipment.
- Review Borrower/Lessee corporate documentation to determine correct legal names.
- Review title registrations to assure proper ownership and lienholder.
- Review appropriateness of insurance, including lender/lessor interest.
- Review pay/proceeds instructions from borrower/lessee.
- Prepare and Review transaction closing/funding package.
- As appropriate prepare/review wire request per HWEF procedures.
- Create document checklist/specifications for submission to Corporate Documentation and/or outside counsel.
- Input and review all necessary transaction details into Aspire.
- Complete daily activities for the operations area.
- Assist with Collateral and Documentation Exception Clearing.
- Provide superior customer service to both internal and external clients.
- Follow statutory compliance, risk management and internal controls.
- Complete special projects and other duties as assigned.
Requirements
- Bachelor’s Degree required or equivalent experience.
- 5 + years of experience in Equipment Leasing & Finance and/or Banking
Skills
Required
- Equipment Leasing & Finance
- Banking
- Documentation coordination
- UCC lien search and filing
- Lien perfection
- Reviewing legal and corporate documents
- Insurance review
- Customer service
- Compliance and risk management
About Hancock Whitney
When you choose a career with Hancock Whitney (Nasdaq: HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s—that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility. A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us.