Document Specialist
Geneva Capital, LLC, Alexandria, MN, United States
Pay Scale : $38,000 - $48,000 annually (based on experience and qualifications). This position is eligible for quarterly gainsharing based on company performance
Summary Geneva Capital LLC is a dynamic national equipment finance company. We remain focused on long-term growth, providing professional opportunities and promoting teamwork. We are looking to add a hardworking and highly motivated individual to our Operations Team.
Duties and Responsibilities Documentation Processing:
Review documentation requests for compliance with credit approval and established policies/guidelines
Identify and create appropriate contract documents
Review returned contracts for accuracy and completion
Compile files (digital and physical) in a standard manner for ease of information retrieval
Periodically review and recommend changes to documents and processes
Enter transaction details into software system (equipment data, pricing calculations, tax treatment identification)
Communicate with Sales Team (Inside and Outside) regarding alterations needed to comply with credit parameters, company policy and guidelines
Engage with Credit Team for understanding and assurance of compliance with required terms and conditions
Ensure the timely attention to all requests
Maintain data within software for completeness, accuracy, and consistency
Assist in the servicing of incoming calls
Prepare and proof various correspondence upon request
Assist in the processing and review of credit applications
Take part in and lead miscellaneous project
Additional duties may be assigned
Required Skills and Qualifications
Excellent verbal and written communication skills
Excellent attention to detail and organizational skills
Ability to prioritize and manage multiple tasks
Highly Proficient in Microsoft applications, specifically Microsoft Word
Preferred Skills and Qualifications
Post-secondary degree in Business
Experience working in Salesforce and/or DocuSign
Physical Demands
Prolonged periods sitting/standing at a desk and working on a computer
This job has no supervisory responsibilities
Voluntary long-term disability, AFLAC and supplemental life coverage options
Generous 401(k) match and profit-sharing opportunities
Performance based gain sharing and annual bonus potential
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Summary Geneva Capital LLC is a dynamic national equipment finance company. We remain focused on long-term growth, providing professional opportunities and promoting teamwork. We are looking to add a hardworking and highly motivated individual to our Operations Team.
Duties and Responsibilities Documentation Processing:
Review documentation requests for compliance with credit approval and established policies/guidelines
Identify and create appropriate contract documents
Review returned contracts for accuracy and completion
Compile files (digital and physical) in a standard manner for ease of information retrieval
Periodically review and recommend changes to documents and processes
Enter transaction details into software system (equipment data, pricing calculations, tax treatment identification)
Communicate with Sales Team (Inside and Outside) regarding alterations needed to comply with credit parameters, company policy and guidelines
Engage with Credit Team for understanding and assurance of compliance with required terms and conditions
Ensure the timely attention to all requests
Maintain data within software for completeness, accuracy, and consistency
Assist in the servicing of incoming calls
Prepare and proof various correspondence upon request
Assist in the processing and review of credit applications
Take part in and lead miscellaneous project
Additional duties may be assigned
Required Skills and Qualifications
Excellent verbal and written communication skills
Excellent attention to detail and organizational skills
Ability to prioritize and manage multiple tasks
Highly Proficient in Microsoft applications, specifically Microsoft Word
Preferred Skills and Qualifications
Post-secondary degree in Business
Experience working in Salesforce and/or DocuSign
Physical Demands
Prolonged periods sitting/standing at a desk and working on a computer
This job has no supervisory responsibilities
Voluntary long-term disability, AFLAC and supplemental life coverage options
Generous 401(k) match and profit-sharing opportunities
Performance based gain sharing and annual bonus potential
#J-18808-Ljbffr