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Documentation Specialist

2 months ago

Irvine, United States Blue Bridge Financial, Inc. Full time

The ideal candidate for this position will work closely with internal documentation staff, brokers, and end customers to prepare and create loan documents for finance agreements. In this position, extreme accuracy, attention to detail, and the ability to multi-task is required. Strong interpersonal skill, both written and verbally, are required for internal and external communication to effectively perform this role.


Knowledge/Skills/Abilities/Education:

  • Bachelor’s Degree from accredited college, university, or experience equivalent
  • Titling, Lien Perfection, Equipment Finance or Loan Origination knowledge is a plus


General Responsibilities:

  • Provide excellent customer service and communication to business partners and borrowers.
  • Compose loan documents, review funding packages, file UCC’s and work with internal departments to ensure a smooth process throughout the life cycle of the agreement.
  • Utilize judgment to escalate any potential risk discovered during funding process.
  • Ability to effectively prioritize a fluctuating workload to meet deadlines.
  • Resolve complex issues, identify process improvement opportunities and work with management to implement.
  • Work with our technology groups to correct issues or improve functionality including testing of system changes.
  • Review imperative customer information for accuracy across multiple inputs, flag for fraud, and problem solve to fund secured loans.
  • Organize and create documentation using Microsoft Office, File Explorer, Adobe, and our internal databases.
  • Manage and organize both physical and electronic notes and records for your own usage.
  • Understanding of state compliance requirements related to automobiles, vehicular equipment, financial disclosures, and rate regulations.
  • Organization of multiple loan cases and ability to speak details on open cases at any moment.



The ideal candidate will possess the following:

  • Ability to multi-task/organize work and work independently with little supervision.
  • Ability to think analytically about data received as well as high attention to detail.
  • Ability to deal with escalated issues and come up with solutions for resolution, utilizing third party vendors, customers, team members, brokers, while maintaining relationships with said brokers and customers.
  • Ability to answer calls and come up with answers quickly with little preparation time.
  • Ability to learn quickly and work in a fast-paced environment.
  • Ability to function as a part of a group sometimes passing work back and forth to complete common goal.
  • Flexibility in prioritizing workload, being able to change to a completely different task suddenly.
  • Ability to communicate to all levels including credit associates, titling associates, finance associates, brokers, upper management and customers effectively.
  • Strong drive to achieve goals and promote more work and the companies’ values.
  • Ability to act proactively on follow up and workload time permitting.
  • Ability to take ownership and follow up on issues.
  • Ability to work with a team spread across the country, via Teams, Email, Zoom, and more
  • Ability to work with time constraints to reach a common deadline of funding cut off time
  • Ability to clearly communicate with other associates in a positive manner about errors and how to avoid them in the future.





This job description is subject to change and may be amended based on management need and business demands.