Documentation Specialist

Job Description

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.

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!

Job Posted by ApplicantPro