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Documentation Specialist

2 months ago

Minnetonka, Minnesota, United States Channel | Your Partner in Funding Full time

About Channel | Your Partner in Funding

We are a leading provider of equipment finance and working capital funding solutions for small businesses, exclusively through Equipment Finance Companies. Utilizing customized technology and business processes, a strong balance sheet, and risk analytics, Channel provides single source financing that supports third-party originators and their customers who have business growth opportunities and a need for capital.

Since our founding, we have originated over 16,000 transactions funding over $1-billion and are one of a limited number of full-service, non-bank lenders successfully filling the gap in small business credit availability. We have five office locations in four states and have ranked among the 500/5000 fastest-growing private companies in the U.S. by Inc. magazine for 10 consecutive years.

We offer a rewarding and flexible work environment and encourage innovation and team member development. Benefits include medical and dental plans plus HSA, 4 weeks PTO, an employer-match company 401K plan, life insurance, long-term disability insurance, and a hybrid schedule.

Job Summary

We are seeking a skilled Documentation Specialist to join our team. As a Documentation Specialist, you will be responsible for building relationships with our referral network and internal team, providing financial document processing support, and ensuring compliance with company standards and procedures.

Key Responsibilities

  • Prepare financial documents and loan agreements
  • Verify all requirements are met and fraud checks are complete prior to funding
  • Ensure compliance with company standards and procedures
  • Foster good working relationships with internal staff and partners
  • Maintain customers and accounts within our system of record
  • Generate financial reports and audit worksheets for Accounting
  • Verbally confirm contract terms with customers
  • Projects and other duties as required

Requirements

  • 2-4 years degree preferred but not required
  • Must be able to work in-office; this is not a remote work position
  • Previous experience as a Funding Coordinator or similar role
  • Demonstrated track record of accuracy and productivity
  • Strong math and analytical skills
  • Strong verbal and written communication skills

What We Offer

We are an equal opportunity employer and consider all qualified applicants without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, national origin, disability, veteran status, marital status, family status or any other basis prohibited by law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.