Documentation Analyst
Acord (association For Cooperative Operations Research And Development), Perrysburg, Ohio, us, 43552
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 Responsibilities
Generates live lease documentation quickly and accurately
Audits data, attachments, and Document Request Forms submitted through front-end system
Determines sales tax treatment on a contract-by-contract basis
Prepares funding packages for sale to lenders
Files UCC-1 and UCC-3 financing statements
Updates document templates upon request
Receives and reviews executed documentation packages for accuracy within internal credit, legal and documentation guidelines
Compiles funding checklist to advise sales and operations departments
Submits leases for transmission and booking in back end system
Manages insurance portfolio and ensures compliance
Sets up and issues live documents through electronic signature platform
Diligently follows up on post-closing items
Assists with submission of title/registration requests to third-party vehicle title processor
This job description is subject to change at any time.
Qualifications
Detail-oriented individual with excellent organizational skills
Ability to work both independently and in a collaborative, fast-paced, and 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 experience. Preference made for candidates with experience in the equipment finance industry and/ou contract generation.
Proficient in Microsoft Word and Excel
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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 Responsibilities
Generates live lease documentation quickly and accurately
Audits data, attachments, and Document Request Forms submitted through front-end system
Determines sales tax treatment on a contract-by-contract basis
Prepares funding packages for sale to lenders
Files UCC-1 and UCC-3 financing statements
Updates document templates upon request
Receives and reviews executed documentation packages for accuracy within internal credit, legal and documentation guidelines
Compiles funding checklist to advise sales and operations departments
Submits leases for transmission and booking in back end system
Manages insurance portfolio and ensures compliance
Sets up and issues live documents through electronic signature platform
Diligently follows up on post-closing items
Assists with submission of title/registration requests to third-party vehicle title processor
This job description is subject to change at any time.
Qualifications
Detail-oriented individual with excellent organizational skills
Ability to work both independently and in a collaborative, fast-paced, and 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 experience. Preference made for candidates with experience in the equipment finance industry and/ou contract generation.
Proficient in Microsoft Word and Excel
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