Document Specialist

Geneva Capital LLC • Alexandria, MN

2d • $38,000 - $48,000

About The Position

The Document Specialist works on Geneva Capital LLC’s Operations Team at a national equipment finance company. The role processes and reviews contract documentation, enters transaction details into company software, and coordinates with Sales and Credit to ensure documents comply with credit approvals, company policies, and guidelines. It also maintains accurate software data, assists with calls and credit applications, prepares correspondence, and participates in projects. The position has no supervisory responsibilities. Additional duties may be assigned.

Requirements

• Excellent verbal and written communication skills.
• Excellent attention to detail and organizational skills.
• Ability to prioritize and manage multiple tasks.
• High proficiency in Microsoft applications, specifically Microsoft Word.

Nice To Haves

• Post-secondary degree in Business.
• Experience working with Salesforce and/or DocuSign.

Responsibilities

• Review documentation requests for compliance with credit approvals and established policies and guidelines.
• Identify and create appropriate contract documents.
• Review returned contracts for accuracy and completion.
• Compile digital and physical files in a standard manner for easy information retrieval.
• Serve as a subject matter expert for questions about contract documents.
• Periodically review documents and processes and recommend changes.
• Enter transaction details into software, including equipment data, pricing calculations, and tax treatment identification.
• Communicate with Inside and Outside Sales regarding alterations needed to comply with credit parameters, company policy, and guidelines.
• Engage with the Credit Team to understand and ensure compliance with required terms and conditions.
• Ensure timely attention to all requests.
• Maintain software data for completeness, accuracy, and consistency.
• Assist with servicing incoming calls.
• Prepare and proof correspondence upon request.
• Assist in processing and reviewing credit applications.
• Participate in and lead miscellaneous projects.
• Perform additional duties as assigned.

Benefits

• Comprehensive medical, dental, vision, and life insurance.
• Voluntary long-term disability, AFLAC, and supplemental life coverage options.
• Generous 401(k) match and profit-sharing opportunities.
• Performance-based gainsharing and annual bonus potential.
• Employee wellness program.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed