Documentation Administrator I
About The Position
Canon Financial Services, Inc. (CFS) is seeking a Documentation Administrator with a keen eye for detail to support partners in their financing opportunities. This role involves auditing transactions to uphold risk policies and procedures, confirming adherence to pricing and program guidelines, and ensuring timely funding to dealers and vendors. The position offers a hybrid work schedule, requiring office presence on Tuesdays and Wednesdays, with the option to work from home the rest of the week. Work schedules and office reporting requirements are subject to change based on business needs. Beginning July 2026, in-office days will shift to Wednesday and Thursday.
Requirements
- High school diploma or vocation training or equivalent required
- 1-2 years related work experience in a similar role or industry
- Strong problem-solving and organizational skills
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
- Proficiency in basic computer applications and relevant tools
- Demonstrated ability to manage multiple tasks and meet deadlines
- Commitment to maintaining accuracy and attention to detail
- Strong written and verbal skills. Ability to articulate problems, solutions and resolutions with all customers and all levels of the organization.
Responsibilities
- Review, analyze, and process financial contracts and supporting documentation within established authority level.
- Evaluate transactions pursuant to the Canon Financial Services operational guidelines, as well as company policies and procedures.
- Maintain exceptional service levels throughout the funding process, ensuring timely and efficient handling of all transactions.
- Develop expertise in CFS systems (Nexus, Odessa, Unified Desktop, Salesforce) to ensure precise input of all key data points of a transaction to commence accurate customer invoicing.
- Develop and maintain effective working relationships with inside and outside sales teams.
- Think outside the box and be resourceful in reaching resolutions.
- Process account adjustments post-booking to modify existing contracts.
Benefits
- medical
- dental
- vision
- 401(k) Savings Plan
- discretionary profit sharing
- discretionary success sharing
- educational assistance
- recognition programs
- vacation
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
