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Documentation Specialist
2 months ago
**Position**: Documentation Specialist
**Location**: Rochester, IN
**Type**: Full-Time
**About Us**: We are a leading financing company specializing in the financing of capital equipment, vehicles, and real property. We are seeking a dedicated and detail-oriented Documentation Specialist to join our team. This role is crucial to ensuring the accurate preparation and processing of all financing documents.
**Responsibilities**:
- Prepare, review, and process financing documents for capital equipment, vehicles, and real property.
- Manage and organize all documentation related to financing deals.
- Ensure compliance with company policies and regulatory requirements.
- Maintain accurate and up-to-date filing systems, both physical and digital.
- Coordinate with internal teams and external parties to gather necessary documentation.
- Assist in the preparation of financing agreements and contracts.
- Perform thorough checks to ensure all documentation is complete and accurate.
- Prepare titles and UCC filings.
- Prepare and file 8038G forms.
- Handle payouts and closing documentation.
- Proof documents for accuracy and completeness.
- Request and obtain necessary paperwork and insurance.
- Use checklists in Salesforce to ensure all documentation requirements are met.
- Perform 15 minutes of daily training.
- Perform other administrative tasks as assigned.
**Qualifications**:
- High school diploma or equivalent; associate or bachelor’s degree preferred.
- Previous experience in documentation processing
- Knowledge of financing documents related to capital equipment, vehicles, and real property a plus
- Experience with preparing titles and UCC filings
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Proficiency in Adobe Acrobat, Salesforce, and DocuSign.
- Strong organizational skills and attention to detail.
- Ability to multitask and prioritize tasks efficiently.
- Friendly and professional demeanor.
- Must be a team player with a willingness to learn and grow with the company.
**Working Hours**:
- Full-time position.
- Monday to Friday, 8:30 AM to 5:00 PM.
**Benefits**:
- Pay range: $21.00 to $25.00 per hour.
- SIMPLE IRA after one year of employment.
- Closed on federal holidays.
- Generous vacation package.
- Health insurance.
- Life Insurance Policy
Pay: $21.00 - $25.00 per hour
Expected hours: 40 per week
**Benefits**:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
**Experience**:
- Documentation: 1 year (required)
Ability to Commute:
- Rochester, IN (required)
Ability to Relocate:
- Rochester, IN: Relocate before starting work (required)
Work Location: In person