Document Specialist

Department: Operations

Reports to: Inside Sales Manager

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

Be subject matter expert for questions regarding contract documents

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 Administrative/Miscellaneous:

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 Supervisor Responsibilities:

This job has no supervisory responsibilities Benefits:

Comprehensive medical, dental, vision and life insurance

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

Employee wellness program

AA/EEO/Vet/Military