Documentation Analyst

NextGen Equipment Finance LLC • New York, NY

just now • Remote

About The Position

NextGen Equipment Finance is the leading North American fleet manager of material handling equipment and warehouse solutions. NextGen provides a complete suite of creative financing solutions for customers throughout the United States. Assets that have been financed include material handling, titled equipment, software, IT, copiers/printers and medical research equipment.
At NextGen we believe that Our People are what make us great and help us deliver exceptional customer service! We offer industry leading benefits to include:
Competitive pay: Plus incentive opportunities and bonus potential!
Full benefits package that starts day one: Includes medical, dental, vision, 401K with match, company-paid life insurance and disability coverage.
8 paid holidays
PTO: Full-time employees enjoy a generous paid time off policy, accruing more time throughout their tenure with NextGen Equipment Finance
Training and mentoring: Learn from our experts in the industry
The benefits listed are subject to change at any time. Please speak with an HR Representative for details. In the case of conflict between the information listed and the official plan documents, the plan documents will always govern.

The Documentation Analyst will join NextGen Equipment Finance’s team to assist with lease and funding contract generation and other operational functions from the time lease documents are requested until funding occurs. The Documentation Analyst maintains the integrity of working documents, serves as a key auditor of new lease applications before they are booked, and prepares funding packages for third party financing partners. In this role, the individual will work closely with the operations, syndications, and sales departments. This role provides ample opportunity for continued learning and growth within our quickly growing company. The Documentation Analyst reports to NextGen Equipment Finance’s EVP of Operations and primarily works remotely; this is an exempt position.

Requirements

• Detail-oriented individual with excellent organizational skills
• Ability to work both independently and in a collaborative, fast-paced, and team environment
• Well-rounded understanding of the leasing life cycle and funding requirements
• Effective decision-making aptitude and sound judgment
• Minimum of a Bachelor’s Degree
• 2-5 years experience. Preference made for candidates with experience in the equipment finance industry and/or contract generation.
• Proficient in Microsoft Word and Excel

Nice To Haves

• Preference made for candidates with experience in the equipment finance industry and/or contract generation.

Responsibilities

• Generates live lease documentation quickly and accurately
• Audits data, attachments, and Document Request Forms submitted through front-end system
• Determines sales tax treatment on a contract-by-contract basis
• Prepares funding packages for sale to lenders
• Files UCC-1 and UCC-3 financing statements
• Updates document templates upon request
• Receives and reviews executed documentation packages for accuracy within internal credit, legal and documentation guidelines
• Compiles funding checklist to advise sales and operations departments
• Submits leases for transmission and booking in back end system
• Manages insurance portfolio and ensures compliance
• Sets up and issues live documents through electronic signature platform
• Diligently follows up on post-closing items
• Assists with submission of title/registration requests to third-party vehicle title processor

Benefits

• Competitive pay: Plus incentive opportunities and bonus potential!
• Full benefits package that starts day one: Includes medical, dental, vision, 401K with match, company-paid life insurance and disability coverage.
• 8 paid holidays
• PTO: Full-time employees enjoy a generous paid time off policy, accruing more time throughout their tenure with NextGen Equipment Finance
• Training and mentoring: Learn from our experts in the industry

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level