Overview
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! Are you detail-oriented, organized, and passionate about delivering exceptional customer service? Join our Documentation team as a
Documentation Specialist , where you\u2019ll play a key role in ensuring our financial transactions are accurate, compliant, and processed efficiently. This is a great opportunity to grow your career in a collaborative, customer-focused environment.
Responsibilities
Be the Quality Gatekeeper: Review signed agreements with a sharp eye for detail, ensuring every document aligns with our policies and standards.
Secure the Deal: Prepare and file UCCs through ILien to protect our interests and ensure smooth funding.
Crunch the Numbers: Apply your financial savvy to calculate taxes, residuals, and payment structures with precision.
Drive the Process: Accurately input data and initiate invoicing through our origination platform.
Solve & Support: Communicate with customers via phone and email to resolve documentation issues and keep deals moving forward.
Adapt on the Fly: Restructure contracts when needed - whether it\u2019s equipment swaps, tax updates, or payment changes.
Own Your Workflow: Make independent decisions that keep transactions flowing and customers happy.
Qualifications
Associate\u2019s degree required; Bachelor\u2019s in Business or related field preferred.
Experience in finance or leasing is a plus.
Strong attention to detail and accuracy.
Excellent communication and problem-solving skills.
Proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with Infolease, Onbase, or similar platforms is a bonus.
Ability to multitask and thrive in a fast-paced environment.
Work Schedule & Expectations
MondayFriday, 8:00 AM5:00 PM.
Overtime on the last business day of the month is an expectation to ensure our customers' success.
Why Join Us? We\u2019re committed to fostering a supportive and inclusive workplace where your contributions are valued. You\u2019ll be part of a team that\u2019s passionate about customer success and continuous improvement.
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.
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Documentation Specialist , where you\u2019ll play a key role in ensuring our financial transactions are accurate, compliant, and processed efficiently. This is a great opportunity to grow your career in a collaborative, customer-focused environment.
Responsibilities
Be the Quality Gatekeeper: Review signed agreements with a sharp eye for detail, ensuring every document aligns with our policies and standards.
Secure the Deal: Prepare and file UCCs through ILien to protect our interests and ensure smooth funding.
Crunch the Numbers: Apply your financial savvy to calculate taxes, residuals, and payment structures with precision.
Drive the Process: Accurately input data and initiate invoicing through our origination platform.
Solve & Support: Communicate with customers via phone and email to resolve documentation issues and keep deals moving forward.
Adapt on the Fly: Restructure contracts when needed - whether it\u2019s equipment swaps, tax updates, or payment changes.
Own Your Workflow: Make independent decisions that keep transactions flowing and customers happy.
Qualifications
Associate\u2019s degree required; Bachelor\u2019s in Business or related field preferred.
Experience in finance or leasing is a plus.
Strong attention to detail and accuracy.
Excellent communication and problem-solving skills.
Proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with Infolease, Onbase, or similar platforms is a bonus.
Ability to multitask and thrive in a fast-paced environment.
Work Schedule & Expectations
MondayFriday, 8:00 AM5:00 PM.
Overtime on the last business day of the month is an expectation to ensure our customers' success.
Why Join Us? We\u2019re committed to fostering a supportive and inclusive workplace where your contributions are valued. You\u2019ll be part of a team that\u2019s passionate about customer success and continuous improvement.
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.
#J-18808-Ljbffr