Documentation Manager

Northpoint Commercial Finance • Alpharetta, GA

16h

About The Position

The Documentation Manager works closely with Sales, Underwriters, Account Management, Portfolio Management, and their teams to ensure accurate, process-driven results for buy-outs, inventory transfers, curtailment adjustments, subordinations, and MSO transactions. The role manages related customer service, documentation, condition follow-up, credit processes, administrative work, internal systems, and special projects. It also manages the processes and team members associated with these transactions, supports timely and compliant execution, and drives process improvements.

Requirements

• Ability to perform essential duties accurately and to completion; reasonable accommodation may be made for individuals with disabilities.
• Ability to focus on assigned tasks, identify deficiencies requiring action, and communicate and evaluate those deficiencies.
• Ability to manage processes and team members associated with buy-outs, MSO transactions, and subordinations.
• Mid-level understanding of business and ability to identify different related businesses.
• Ability to understand MSO process requirements and evaluate borrower structures to facilitate buy-outs.
• Ability to understand credit conditions, buy-out requirements, legal documentation, and their effects on transactions.
• Ability to maintain accurate system records, notes, exceptions, and transaction communications.
• Ability to read and interpret operating instructions and policy and procedure manuals.
• Ability to draft customer-facing emails and correspondence regularly and communicate effectively by phone with Sales, Underwriters, and manufacturer/dealer contacts.
• Ability to perform arithmetic with whole numbers, fractions, and decimals; compute rates, ratios, and percentages; and interpret graphs.
• Ability to apply common-sense understanding to written or oral instructions and solve problems involving several concrete variables in standardized situations.
• Microsoft Office computer skills, specifically Salesforce, DocuSign, Outlook, Word, Excel, and Access.
• Bachelor’s degree from a four-year college or university, or equivalent work experience.
• Frequently sit, use hands to finger, handle, or feel, and talk or hear; occasionally stand, walk, reach, stoop, kneel, crouch, or crawl; occasionally lift or move up to 10 pounds; close vision and ability to adjust focus.

Nice To Haves

• Bachelor’s degree from a four-year college or university preferred, or equivalent work experience.
• Prior management experience preferred.

Responsibilities

• Provide prompt, professional assistance to customers, including responding to submission inquiries, collecting data, and delivering timely results.
• Participate in a team environment and support communication and adherence to process expectations.
• Ensure submission packages contain complete and accurate information and are approved at the correct authority level, particularly for buy-outs and subordinations.
• Understand legal documentation packages and conditions based on account credit decisions, and communicate requirements to Sales and customers.
• Monitor, communicate, and process conditions for buy-outs, transfers, subordinations, and file decisions; resolve outstanding conditions and issues.
• Maintain system inputs that reflect buy-out file status and communicate risk issues and incomplete conditions to management.
• Assist with front-end and back-end credit processes for buy-outs, subordinations, MSO transactions, and transfers, ensuring buy-outs occur in a timely manner.
• Process buy-out payments, inspections, and reports related to the function.
• Manage internal system inputs and processes, including customer account modifications.
• Complete special projects as assigned.
• Manage the team members and processes associated with approved buy-outs, MSO, and subordination requirements.
• Communicate credit policies as outlined in the Corporate Policy guide.
• Generate accurate comments and detailed notes in the system of record, including exceptions and transaction status.
• Research and analyze organizational structures, corporate verifications, and UCC filings to assess filing priority and effects on loan packages.
• Navigate official government websites and generate notifications to other lenders using corporate forms.
• Evaluate credit conditions and buy-out requirements and communicate them to borrowers, Sales, and management.
• Communicate deficiencies in buy-out, subordination, and MSO requirements to Underwriting and Operations.
• Accurately communicate credit decisions and follow-up requirements for buy-outs, MSO transactions, and subordinations.
• Review legal documentation to assess its impact on transfers, buy-outs, and subordinations and ensure transactions are accurately structured, adequately secured, and compliant with loan documentation requirements.
• Highlight material factors and industry, market, or management risks affecting borrowers, and communicate relevant issues to management.
• Ensure requests are completed within required corporate time targets.
• Identify business improvements, develop initiatives, and enhance process efficiency.

What This Job Offers

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