Documentation Specialist

GreatAmerica Financial Services • Cedar Rapids, IA

2d • Hybrid

About The Position

GreatAmerica Financial Services 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 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; Bachelor’s in Business or related field preferred.
• Strong attention to detail and accuracy.
• Excellent communication and problem-solving skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with Infolease, Onbase, or similar platforms is a bonus.
• Ability to multitask and thrive in a fast-paced environment.

Nice To Haves

• Experience in finance or leasing is a plus.
• familiarity with Infolease, Onbase, or similar platforms is a bonus.

Responsibilities

• Be the Quality Gatekeeper: Review signed agreements with a sharp eye for detail, ensuring every document aligns with our policies and standards.
• Secure the Deal: Prepare and file UCCs through ILien to protect our interests and ensure smooth funding.
• Crunch the Numbers: Apply your financial savvy to calculate taxes, residuals, and payment structures with precision.
• Drive the Process: Accurately input data and initiate invoicing through our origination platform.
• Solve & Support: Communicate with customers via phone and email to resolve documentation issues and keep deals moving forward.
• Adapt on the Fly: Restructure contracts when needed - whether it’s equipment swaps, tax updates, or payment changes.
• Own Your Workflow: 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 - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• 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
• A strong organizational culture focused on our greatest asset: you!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees