What are the responsibilities and job description for the Documentation Specialist position at Adaptive Solutions Group?
Job Description :
Manages the funding and record-keeping process for new finance contracts.
Key Responsibilities :
- Reviews documentation to ensure contracts are legally enforceable and comply with company policies, including representation and warranty endorsements for funding sources.
- Evaluates received documents to verify they meet the conditions and requirements outlined in the loan / lease credit approval.
- Collaborates with customers and Arrow branch personnel to resolve documentation deficiencies and facilitate funding.
- Serves as a primary contact for obtaining liability and casualty insurance certificates.
- Maintains a status report of all pending funding activities.
- Processes loan and lease modification requests, as well as direct repair loans, and prepares necessary documents for customer signatures upon approval.
- Manages incoming toll invoices on leases, ensuring they are properly categorized as miscellaneous billable items.
- Supports Arrow branch personnel by addressing questions or issues related to company software used for documentation and funding processes.
