Documentation Specialist

The Larson Group (TLG Peterbilt)

4d

About The Position

The Larson Group Peterbilt, is looking for an experienced Documentation
Specialist to join our dynamic team. This position assists credit managers in
their day to day activities. Prepare contract documentation and ensure timely
funding.

Requirements

• Should possess a High School Diploma.

Nice To Haves

• College degree in finance or other related business degree is preferred but not required.
• Experience in related fields such as motor vehicle registration preparation, insurance tracking and collection calls is preferred but not required.

Responsibilities

• Enter in credit applications and equipment information from the Worksheet A.
• Organize and maintain Capital Lending customer files.
• Maintain positive relationships with assigned locations, credit managers, sales staff, and lenders.
• Responsible for running credit bureau checks with proper customer authorization.
• Prepare contract documentation from Worksheet B received from Sales Coordinators.
• Review completed contract documentation received from sales coordinators for accuracy.
• Coordinate with sales coordinators and lenders to ensure a smooth funding process on finance deals.
• Help to ensure timely funding.
• Complete deposits as needed.
• Maintain lender spreadsheet and other process documentation.
• Initiate wire and book transfers.
• Demonstrates a positive and proactive attitude.
• Perform additional duties as assigned.

Benefits

• Paid Time Off
• Paid Holidays
• Medical, Dental and Basic Life
• 401K with employer contribution
• Bi-weekly Pay Schedule
• Opportunity for advancement and Career Development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED