Document Specialist
About The Position
The Credit Deal Closing Specialist is responsible for the review and processing of credit-related contract documents, focusing on accurate preparation. This role ensures that all credit documentation complies with internal policies, regulatory requirements, and industry standards. The specialist works closely with credit analysts, treasury, contract admin, sales and legal to obtain, review and accept/reject amendments and other credit-related paperwork in order to close PTL lease and maintenance deals requiring credit enhancements. Once all required documentation is obtained and correct, the Credit Deal Closing Specialist will execute a formal Credit Approval in Penske’s Contract Admin Tracking System to formally approve the transaction. This will centralize and standardize the document review process which is currently with the credit analysts and will shorten deal cycle time. Penske Truck Leasing/Transportation Solutions is a premier global transportation provider that delivers essential and innovative transportation, logistics and technology services to help companies and people move forward. With headquarters in Reading, PA, Penske and its associates are driven by a dedication to excellence and a commitment to customer success. Visit Go Penske [https://www.gopenske.com/] to learn more.
Requirements
- Review and processing of credit-related contract documents
- Accurate preparation of documents
- Ensuring credit documentation complies with internal policies, regulatory requirements, and industry standards
- Obtaining, reviewing, and accepting/rejecting amendments and other credit-related paperwork
- Executing formal Credit Approval in Penske’s Contract Admin Tracking System
Responsibilities
- Ensure completeness and accuracy of all documentation in alignment with credit decisions, policies and legal requirements.
- Issue a formal approval in CATS when all credit requirements are met.
- Work collaboratively with credit analysts and sales teams to resolve documentation discrepancies. If needed, work with the Legal team for guidance for issue resolution
- Other projects and tasks as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
