Small-Ticket Documentation Specialist — Fast-Paced Finance

Associate Documentation Specialist - Small Ticket
Dext Capital is a National, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join us as a Associate Documentation Specialist - Small Ticket. The Associate Documentation Specialist will have experience working in a commercial finance and leasing setting and possess excellent communication skills and attention to detail. The person in this position will join the Contracts and Documentation team supporting our Small Ticket group which is an integral part of Dext operations team.

Dext Capital has been named one of the top 5 fastest-growing companies in the Greater Northwest and best place to work recipient for the last 3 years. Dext offers strong benefits and is committed to leveraging technology while enabling our employees to grow in a high-performance environment.

Job Duties/Responsibilities

Coordinate preparation of equipment loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated timeframes

Communicate with staff, customers, sources, legal counsel and others to respond to inquiries, resolve problems and obtain additional documents needed to complete the file.

Coordinate closing and funding of assigned transaction packages, calculating final closing costs and disbursing funds.

Daily Cash posting, contract adjustment and account reconciliation work.

Experience Requirements

General knowledge of legal documents used to support commercial leases/loans

Ability to work with legal staff to solve documentation needs

Ability to apply critical thinking for all elements of loan documentation construction

Ability to master various software used in preparation of documents and funding packages

Ability to work effectively and accurately in a fast paced, high production, professional environment

Strong organizational skills

Effective verbal and written communication skills

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