JOSE RIVERA JR.
* ***** **** ********, ** *****
Phone: 201-***-**** Email: ********@*******.***
~ COLLATERAL DOCUMENTATION SPECIALIST ~
I am a highly experienced and skilled individual with an exceptional background working in the field as a
Collateral Documentation Specialist, has an innate ability to quickly build rapport, identify legitimate and accurate
documents and communicate well with others. Strong technological proficiency, follows best practices, processes
sensitive material confidentiality and reaches optimal outcomes. As a team player I have demonstrated integrity, work
ethic and dedication, as well as having a proven track-record of achieving company goals and objectives.
AREAS OF EXPERTISE
Document Review Lease Funding Packets Communication Excellence
Legitimacy Determinations Internal Documentation Auditing & Monitoring
Policies & Procedures Accurate Corrections Executive Collaboration
Information Verification Strong Technology Skills Timeline Adherence
Organizational Management Prioritization & Multi-Tasking W illing to Learn/Grow
Business Acumen Customer Relations Administrative Support
Problem Solving File Management Process Improvements
PROFESSIONAL EXPERIENCE
SONY ELECTRONICS CORPORATION, PARK RIDGE, NJ 2008-2013
COLLATERAL DOCUMENTATION SPECIALIST
Evaluated and prepared UCC’s, continuations and terminations; Letters of Credit; Guaranties; Purchase
Money Security Agreements and Subordination Agreements.
Requested searches for corporate names and UCC filings, reported all contract activity to management and
archived files.
Conducted collateral audits on high-risk accounts and collaborated with Financial Analysts and the legal
department in an effort to reduce credit risk through attainment of collateral or security.
Completed projects in compliance with timelines and budgetary guidelines and researched suits, liens and
judgments on large accounts.
Transferred accounts to collections agencies, monitored collection placements and partnered with the agency
and legal department.
SONY ELECTRONICS CORPORATION, PARK RIDGE, NJ (RemX Financial Staffing, Paramus, NJ) 2008
COLLATERAL DOCUMENTATION SPECIALIST
Communicated with sales representatives, sales support and customers regarding the intricacies of the
transactions.
Booked new lease contracts.
Conducted UCC Filings.
Reviewed incoming documentation for accuracy.
Completed verification with lease customers to review lease contract terms and conditions adhering to
procedures.
Jose Rivera Jr., Page 2
CITICORP VENDOR FINANCE, INC., M AHWAH, NJ 1999-2007
DOCUMENTATION SPECIALIST
Reviewed vendor program documents and negotiated changes proposed by vendors, as well as performed the
editing and monitoring to ensure compliance.
Upheld policies and procedures in collaboration with Account Managers, reviewed modifications t o determine
effectiveness, communicated with subject matter experts and responded to customer proposed changes.
Supported the Document Manager with pasting up, ordering and proofreading end-user lease documents.
Managed the entire UCC process which included filing UCC-1 and UCC-3 Financing Statements; corrected
errors, preformed lien searches and filed activity reports.
EDUCATION & TECHNOLOGY
DIPLOMA
Perth Amboy High School, Perth Amboy, NJ
SAP, Microsoft Word, Outlook and Excel