Documentation Specialist
GreatAmerica Financial Services - Cedar Rapids, IA

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To ensure that transaction is compliant with GreatAmerica policy and procedures as well as audit transaction to validate correct financial structure.

Knowledge, Skills and Abilities

  • Review signed agreement documents for accurate information and compliance with GreatAmerica Policies and procedures
  • Confirm accurate phone number for lessee with a third party source to aid in preventing fraud
  • Phone verifies equipment satisfaction with lessees and answers any questions during the call
  • Accurately prepare UCCs and submit them through ILien to secure a purchase money security interest
  • Applies full knowledge, understanding of state sales and property taxes and calculations associated with each
  • Input data accurately and book transaction in Vision to commence lessee invoicing
  • Communicate via phone and or Email with Vendors to resolve Documentation issues on transaction file
  • Take incoming customer and vendor calls and answer questions and or respond to the needs of the caller
  • Rebook contracts based on the needs and details of the transaction. i.e. equipment exchanges, payment changes, tax changes
  • Set up renewal billing in Infolease
  • Follow up on outstanding originals with vendor per Policy DO 1.03
Competencies:
For all GreatAmerica team members: Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Communication Skills (Oral & Written), Adaptability

For this position: Detailed Oriented, Accuracy, Problem Solving, Work under Pressure, Organized, Accountable, Reliable, Decision Making, Innovative, Oral & Written Communication, Multi-Tasking

Education: Business Associates degree preferred, Accounting or Para Legal background a plus.

Experience: Financial or Leasing experience preferred

Computer Skills: Proficient in Microsoft Office including Word, Excel and Outlook. Knowledge of Vision, Infolease, Onbase and Goldmine

Other Requirements: Detail oriented, mathematical aptitude and able to work in a team environment

GreatAmerica Financial Services - 19 months ago - save job - block
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