Documentation Specialist
About The Position
GreatAmerica is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. We have also recently become a bank! We Are Looking to Add a Key Member to our Documentation Team! Are you detail-oriented, organized, and passionate about delivering exceptional customer service? Join our Documentation team as a Documentation Specialist, where you'll play a key role in ensuring our financial transactions are accurate, compliant, and processed efficiently. This is a great opportunity to grow your career in a collaborative, customer-focused environment.
Requirements
- Associate’s degree required
- Strong attention to detail and accuracy.
- Excellent communication and problem-solving skills.
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Ability to multitask and thrive in a fast-paced environment.
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.
Nice To Haves
- Bachelor’s in Business or related field preferred.
- Experience in finance or leasing is a plus.
- familiarity with Infolease, Onbase, or similar platforms is a bonus.
Responsibilities
- Review signed agreements with a sharp eye for detail, ensuring every document aligns with our policies and standards.
- Prepare and file UCCs through ILien to protect our interests and ensure smooth funding.
- Calculate taxes, residuals, and payment structures with precision.
- Accurately input data and initiate invoicing through our origination platform.
- Communicate with customers via phone and email to resolve documentation issues and keep deals moving forward.
- Restructure contracts when needed - whether it’s equipment swaps, tax updates, or payment changes.
- Make independent decisions that keep transactions flowing and customers happy.
Benefits
- Competitive Compensation
- Monthly Bonuses for Eligible Employees
- 401(k) and Company Match
- Annual Profit Sharing
- Paid Time Off
- Paid Vacation
- Paid Sick Days
- Paid Holidays
- Gym Reimbursement
- Health Insurance
- Dental Insurance
- Vision Insurance
- Short-Term and Long-Term Disability
- Company Paid Life Insurance
- Flexible Spending Accounts (FSA)
- Health Savings Accounts (HSA)
- Employee Assistance Program
- Parental Leave
- Tuition Assistance
- Networking Opportunities
- Leadership Development Opportunities
- Paid Parking
- Service Awards
- Hybrid work arrangements
- Business casual environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
