Documentation Specialist - Development Program

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!

To ensure that transaction is compliant with GreatAmerica policy and procedures as well as audit transaction to validate correct financial structure. You will be hired into a Documentation development program in which you will learn and develop through an established training program. Upon completion of the training program you will transition into a Documentation Specialist role.

As a Documentation Specialist - Development, 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.
• Phone verifies equipment satisfaction with lessees and answers any questions during the call.
• Accurately prepare UCCs and submit them through ILien to secure a purchase money security interest.
• Applies full knowledge, understanding of state sales and property taxes and calculations associated with each.
• Input data accurately and book transaction in Vision to commence lessee invoicing.
• Communicate via phone and or Email with Vendors to resolve Documentation issues on transaction file.
• Take incoming customer and vendor calls and answer questions and or respond to the needs of the caller.
• Rebook contracts based on the needs and details of the transaction. i.e. equipment exchanges, payment changes, tax changes.
• Set up renewal billing in Infolease.
• Follow up on outstanding originals with vendor per Policy DO 1.03.
  
  

Role

To be successful in this role you will need:

Education

• Associates degree or equivalent applicable experience required
• A Bachelor’s degree in Business, Accounting or Paralegal preferred
  
  

Experience

• Financial or Leasing experience preferred
  
  

Computer Skills

• Proficient in Microsoft Office including Word, Excel and Outlook
• Knowledge of Vision, Infolease, Onbase and Goldmine
  
  

Other Requirements

• Must be able to work in a team environment
  
  

Financial Benefits

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:

• 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.