Document Specialist

Description

Department : Operations

Reports to : Inside Sales Manager

Pay Scale : $38,000 - $48,000 annually (based on experience and qualifications). This position is eligible for quarterly gainsharing based on company performance

Summary:

Geneva Capital LLC is a dynamic national equipment finance company. We remain focused on long-term growth, providing professional opportunities and promoting teamwork. We are looking to add a hardworking and highly motivated individual to our Operations Team.

Duties and Responsibilities:

Documentation Processing:

• Review documentation requests for compliance with credit approval and established policies/guidelines
• Identify and create appropriate contract documents
• Review returned contracts for accuracy and completion
• Compile files (digital and physical) in a standard manner for ease of information retrieval
• Be subject matter expert for questions regarding contract documents
• Periodically review and recommend changes to documents and processes
• Enter transaction details into software system (equipment data, pricing calculations, tax treatment identification)
• Communicate with Sales Team (Inside and Outside) regarding alterations needed to comply with credit parameters, company policy and guidelines
• Engage with Credit Team for understanding and assurance of compliance with required terms and conditions
• Ensure the timely attention to all requests

Administrative/Miscellaneous:

• Maintain data within software for completeness, accuracy, and consistency
• Assist in the servicing of incoming calls
• Prepare and proof various correspondence upon request
• Assist in the processing and review of credit applications
• Take part in and lead miscellaneous project

Additional duties may be assigned

Required Skills and Qualifications:

• Excellent verbal and written communication skills
• Excellent attention to detail and organizational skills
• Ability to prioritize and manage multiple tasks
• Highly Proficient in Microsoft applications, specifically Microsoft Word

Preferred Skills and Qualifications:

• Post-secondary degree in Business
• Experience working in Salesforce and/or DocuSign

Physical Demands:

• Prolonged periods sitting/standing at a desk and working on a computer

Supervisor Responsibilities:

• This job has no supervisory responsibilities

Benefits:

• Comprehensive medical, dental, vision and life insurance
• Voluntary long-term disability, AFLAC and supplemental life coverage options
• Generous 401(k) match and profit-sharing opportunities
• Performance based gain sharing and annual bonus potential
• Employee wellness program