Documentation Analyst

NextGen Equipment Finance LLC • New York, NY

8d • $65,000 - $85,000 • Remote

About The Position

NextGen Equipment Finance is seeking a Documentation Analyst to join their team. This role will be responsible for assisting with lease and funding contract generation and other operational functions from the time lease documents are requested until funding occurs. The Documentation Analyst will maintain the integrity of working documents, serve as a key auditor of new lease applications before they are booked, and prepare funding packages for third-party financing partners. This individual will collaborate closely with the operations, syndications, and sales departments, offering opportunities for continued learning and growth within a rapidly expanding company. The position reports to NextGen Equipment Finance’s EVP of Operations and is primarily remote. 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
• 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
• Incentive opportunities
• 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
• Generous paid time off policy for full-time employees, accruing more time throughout their tenure
• Training and mentoring

What This Job Offers

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