Associate Documentation Specialist - Small Ticket

Associate Documentation Specialist Dext Capital is a national, innovative financial services company headquartered in the Portland Metro area. We offer an exceptional culture and meaningful opportunities for growth and advancement. We are seeking a detail-oriented Associate Documentation Specialist to support our growing operations team. This role serves as a critical link between sales execution, credit, and funding operations, ensuring accurate and timely preparation, review, and processing of documentation for commercial finance transactions. The Associate Documentation Specialist is responsible for preparing and reviewing finance documentation, supporting deal flow, ensuring compliance with internal and external requirements, and delivering a high-quality experience for both internal and external customers. This role supports operational efficiency and funding goals through accuracy, communication, and cross-functional collaboration. Dext Capital has been named one of the top 5 fastest-growing companies in the Greater Northwest and a Best Place to Work award recipient for the last 3 years. Dext offers strong benefits and is committed to leveraging technology while enabling our employees to grow in a high-performance environment. Job Duties/Responsibilities: Prepare and coordinate commercial equipment finance and lease documentation packages in compliance with company policies, regulatory requirements, and investor guidelines within established service level expectations Review transaction documentation for accuracy, completeness, and funding readiness while ensuring all required conditions and supporting documents are obtained Partner with internal teams including sales, credit, and operations to support efficient deal flow and timely transaction processing Communicate with customers, vendors, brokers, legal counsel, and internal stakeholders to resolve documentation issues, respond to inquiries, and obtain additional information as needed Coordinate transaction closings and funding activities, including preparation of final documentation, calculation of closing amounts, and funding disbursements Maintain accurate records and documentation within company systems while ensuring a high level of organization and attention to detail Support continuous improvement efforts by identifying opportunities to enhance documentation workflows, accuracy, and operational efficiency Experience Requirements: Prior experience in commercial finance, equipment leasing, banking, or documentation operations preferred General knowledge of documentation requirements and legal documents related to commercial lending and equipment finance transactions Experience reviewing documentation for accuracy, completeness, and funding readiness Ability to interpret transaction structures and support documentation and funding requirements Proficiency in learning and utilizing multiple systems and software platforms related to documentation and funding processes Basic mathematical and financial calculation skills Characteristics: Strong attention to detail with a high degree of accuracy and accountability Ability to manage multiple priorities and transactions in a fast-paced, high-volume environment Strong organizational and time management skills Critical thinking and problem-solving capabilities Ability to collaborate effectively with legal counsel, sales, credit, and operations teams Effective verbal and written communication skills with a customer-service mindset Self-motivated with the ability to work independently while contributing to a team-oriented environment #J-18808-Ljbffr Dext Capital