What are the responsibilities and job description for the Documentation Specialist position at Onset Financial, Inc.?
Onset Financial located in Draper, UT is seeking to hire an experienced Documentation Specialist to join our team.
We are consistently rated as one of the best places to work in Utah! We are excited about our tremendous growth and excited to be adding a Documentation Specialist to support us in our growth initiatives.
We continue to strive to create an amazing company culture through world class parties, amazing SWAG, and arguably the best leadership team in the industry! We surround ourselves with top talent so that we can all be motivated to perform at our best. If you want to work in a collaborative environment where life-changing opportunities are offered, then look no further than Onset Financial! Apply today!
As a Documentation Specialist you will play a critical role by:
- Creating and managing the documents which support the funding, closing, and booking of commercial equipment finance lease transactions
- Performing research and due diligence on various third parties we work with
- Establishing secure title and interest in leased property which includes ordering, reviewing and filing Uniform Commercial Code (UCC) financing statements
- Ensuring that completed documentation and funding packages contain all documents and due diligence required to satisfy credit approval conditions
- Monitor checks and balances within each lease transaction to ensure all documentation, invoicing, vendor payments, insurance, titling, etc. have been processed in accordance with policy
- Processing vendor invoices for payment to include verifying payment/wiring instructions and account verification
- Updating and maintaining transaction reports primarily using Excel
- Reviewing transaction reports daily and communicating with various departments and third parties to obtain outstanding items
- Other duties as assigned
Ideal Candidate:
The ideal candidate is relentless and committed to excellence and accuracy. You are a professional who acts with integrity and enjoys being a key part of a winning team.
- Documentation experience creating documents to close and fund financial transactions
- Proven mastery of MS Excel and proficient in Outlook and Word
- Associate's Degree or Two-Year College Equivalent in Business, finance, or administrative program preferred with 2 years of work experience in a financial setting preferred
- Quick learner with a positive can-do attitude - willing to follow through, take direction and see projects through to completion
- Ability to thrive in a fast-paced environment with flexibility in shifting priorities
- A hard worker with exceptional ability to multi-task, prioritize and work under critical deadlines
- Strong organizational skills, attention to detail and timely follow-through
- Ability to interact with all levels of internal and external contacts with professionalism in written and verbal communication
- Ability and discretion to appropriately manage confidential information
- Sound decision-making skills and a high degree of initiative
WORK SCHEDULE
The typical schedule for this position is Monday through Friday from 8 am to 5 pm, working in office.
ARE YOU READY TO JOIN OUR TEAM?
If you feel that you would be the right fit for this position, please fill out our initial 3-minute, mobile-friendly application so that we can review your information. We look forward to meeting you!
