Documentation Specialist

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We Are Looking to Add a Key Member to Our Documentation Team!

Ensuring that transactions are compliant with GreatAmerica policy and procedures as well as audit transactions to validate correct financial structure, program specifics and ensure timely funding to our customers.

As a Documentation Specialist, you will:

• Review signed agreement documents for accurate information and compliance with GreatAmerica Policies and procedures

• Confirm accurate phone number for lessee with a third party source to aid in preventing fraud

• Verify equipment satisfaction, terms and billing information with End-Users and answer any questions

• Accurately prepare UCCs and submit them through ILien to secure a purchase money security interest

• Applies Knowledge and ability to understand calculations for financial transactions, including sales and property taxes, variable payments, residuals, rates and yields

• Input data accurately and process transactions in origination platform to commence End-User invoicing

• Communicate via phone and or Email with Customers to resolve Documentation issues on transactions

• Take incoming End-User and Customer calls and answer questions and or respond to the needs of the caller

• Restructure contracts based on the needs and details of the transaction. i.e. equipment exchanges, payment changes, tax changes

• Independent decision making ability with transactions and workflow

To be successful in this role you will need:

Education

• An Associates degree required or equivalent applicable experience required

• A Bachelor’s degree in Business or related field preferred

Experience

• Financial or Leasing experience preferred

Computer Skills

• Proficient in Microsoft Office including Word, Excel and Outlook. Knowledge of Booking Platform, Infolease, and Onbase

Other Requirements

• Must be able to work in a team environment

• Overtime on the last business day of the month is an expectation to ensure our customers success

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

Financial Benefits

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off

Health, Wellbeing, and Family Planning Benefits

• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

Education and Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.