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Documentation Specialist

The Larson Group

The Larson Group Peterbilt is looking for an experienced Documentation Specialist to join our dynamic team. This position will be responsible for assisting credit managers in their day-to-day activities as well as preparing contract documentation and ensuring timely funding.

What We Offer:

  • Paid Time Off

  • Paid Holidays

  • Medical, Dental and Basic Life

  • 401K with employer contribution

  • Bi-weekly Pay Schedule

  • Opportunity for advancement and Career Development

Responsibilities:

  • Enter in credit applications and equipment information from the Worksheet

  • Organize and maintain Capital Lending customer

  • Maintain positive relationships with assigned locations, credit managers, sales staff, and

  • Responsible for running credit bureau checks with proper customer authorization

  • Prepare contract documentation from Worksheet B received from Sales Coordinators

  • Review completed contract documentation received from sales coordinators for accuracy

  • Coordinate with sales coordinators and lenders to ensure a smooth funding process on finance deals

  • Help to ensure timely funding

  • Complete deposits as needed

  • Maintain lender spreadsheet and other process documentation

  • Initiate wire and book transfers

  • Demonstrates a positive and proactive

  • Perform additional duties as assigned

Qualifications:

  • Should possess a High School Diploma.

  • College degree in finance or other related business degree is preferred but not required.

  • Experience in related fields such as motor vehicle registration preparation, insurance tracking and collection calls is preferred but not required.

*Please note this is a safety-sensitive position

The Larson Group Peterbilt is an Equal Opportunity Employer that prohibits discrimination or harassment of any type. All qualified applicants are considered for employment without regard to race, color, national origin, age, sex, sexual orientation, gender, gender identity or expression, disability status, protected veteran status, or any other characteristic protected by law. We encourage individuals from all backgrounds to apply for our open positions, as we believe that a diverse workforce enhances our ability to serve our customers and community. Applicants who require an accommodation to participate in the job application or hiring process should contact View email address on click.appcast.io.

Vacancy posted 3 days ago
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