NextGen Equipment Finance is the leading North American fleet manager of material handling equipment and warehouse solutions. NextGen provides a complete suite of creative financing solutions for customers throughout the United States. Assets that have been financed include material handling, titled equipment, software, IT, copiers/printers and medical research equipment.
Benefits
Competitive pay : Plus incentive opportunities and bonus potential!
Full benefits package that starts day one : Includes medical, dental, vision, 401K with match, company-paid life insurance and disability coverage.
8 paid holidays
PTO : Full-time employees enjoy a generous paid time off policy, accruing more time throughout their tenure with NextGen Equipment Finance.
Training and mentoring : Learn from our experts in the industry.
The benefits listed are subject to change at any time. Please speak with an HR Representative for details. In the case of conflict between the information listed and the official plan documents, the plan documents will always govern.
Job Summary The Documentation Analyst will join NextGen Equipment Finance’s team to assist with lease and funding contract generation and other operational functions from the time lease documents are requested until funding occurs. The Documentation Analyst maintains the integrity of working documents, serves as a key auditor of new lease applications before they are booked, and prepares funding packages for third‑party financing partners. In this role, the individual will work closely with the operations, syndications, and sales departments. This role provides ample opportunity for continued learning and growth within our quickly growing company. The Documentation Analyst reports to NextGen Equipment Finance’s EVP of Operations and primarily works remotely; this is an exempt position.
Key Job Responsibilities
Generate live lease documentation quickly and accurately
Audit data, attachments, and Document Request Forms submitted through front‑end system
Determine sales tax treatment on a contract‑by‑contract basis
Prepare funding packages for sale to lenders
File UCC‑1 and UCC‑3 financing statements
Update document templates upon request
Receive and review executed documentation packages for accuracy within internal credit, legal and documentation guidelines
Compile funding checklist to advise sales and operations departments
Submit leases for transmission and booking in back‑end system
Manage insurance portfolio and ensure compliance
Set up and issue live documents through electronic signature platform
Diligently follow up on post‑closing items
Assist with submission of title/registration requests to third‑party vehicle title processor
*This job description is subject to change at any time.
Requirements
Detail‑oriented individual with excellent organizational skills
Ability to work both independently and in a collaborative, fast‑paced, team environment
Well‑rounded understanding of the leasing life cycle and funding requirements
Effective decision‑making aptitude and sound judgment
Minimum of a Bachelor’s Degree
2–5 years of experience; preference for candidates with experience in the equipment finance industry and/or contract generation
Proficient in Microsoft Word and Excel
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit or stand up to 8 or more hours; use hands to type, maneuver, handle, or feel; and talk or hear. The employee frequently is required to walk and reach with hands and arms. The employee is occasionally required to stand and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work is performed primarily in an open‑office setting, with co‑workers working side‑by‑side and a moderate level of activity being performed by co‑workers across the office. The noise level in the work environment is moderate.
EEO Statement NextGen Equipment Finance, LLC. considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, genetic information, marital or veteran status, or any other legally protected status.
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Benefits
Competitive pay : Plus incentive opportunities and bonus potential!
Full benefits package that starts day one : Includes medical, dental, vision, 401K with match, company-paid life insurance and disability coverage.
8 paid holidays
PTO : Full-time employees enjoy a generous paid time off policy, accruing more time throughout their tenure with NextGen Equipment Finance.
Training and mentoring : Learn from our experts in the industry.
The benefits listed are subject to change at any time. Please speak with an HR Representative for details. In the case of conflict between the information listed and the official plan documents, the plan documents will always govern.
Job Summary The Documentation Analyst will join NextGen Equipment Finance’s team to assist with lease and funding contract generation and other operational functions from the time lease documents are requested until funding occurs. The Documentation Analyst maintains the integrity of working documents, serves as a key auditor of new lease applications before they are booked, and prepares funding packages for third‑party financing partners. In this role, the individual will work closely with the operations, syndications, and sales departments. This role provides ample opportunity for continued learning and growth within our quickly growing company. The Documentation Analyst reports to NextGen Equipment Finance’s EVP of Operations and primarily works remotely; this is an exempt position.
Key Job Responsibilities
Generate live lease documentation quickly and accurately
Audit data, attachments, and Document Request Forms submitted through front‑end system
Determine sales tax treatment on a contract‑by‑contract basis
Prepare funding packages for sale to lenders
File UCC‑1 and UCC‑3 financing statements
Update document templates upon request
Receive and review executed documentation packages for accuracy within internal credit, legal and documentation guidelines
Compile funding checklist to advise sales and operations departments
Submit leases for transmission and booking in back‑end system
Manage insurance portfolio and ensure compliance
Set up and issue live documents through electronic signature platform
Diligently follow up on post‑closing items
Assist with submission of title/registration requests to third‑party vehicle title processor
*This job description is subject to change at any time.
Requirements
Detail‑oriented individual with excellent organizational skills
Ability to work both independently and in a collaborative, fast‑paced, team environment
Well‑rounded understanding of the leasing life cycle and funding requirements
Effective decision‑making aptitude and sound judgment
Minimum of a Bachelor’s Degree
2–5 years of experience; preference for candidates with experience in the equipment finance industry and/or contract generation
Proficient in Microsoft Word and Excel
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit or stand up to 8 or more hours; use hands to type, maneuver, handle, or feel; and talk or hear. The employee frequently is required to walk and reach with hands and arms. The employee is occasionally required to stand and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work is performed primarily in an open‑office setting, with co‑workers working side‑by‑side and a moderate level of activity being performed by co‑workers across the office. The noise level in the work environment is moderate.
EEO Statement NextGen Equipment Finance, LLC. considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, genetic information, marital or veteran status, or any other legally protected status.
#J-18808-Ljbffr