Document Specialist at Geneva Capital LLC

Alexandria, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

31 May, 26

Salary

48000.0

Posted On

02 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Documentation Processing, Contract Review, Compliance, Data Entry, Software Systems, Communication, Attention To Detail, Organizational Skills, Prioritization, Microsoft Word, Salesforce, DocuSign

Industry

Financial Services

Description

Description 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

Responsibilities

The primary duties involve reviewing documentation requests for compliance, creating appropriate contract documents, and ensuring accuracy and completion of returned contracts. This role also requires entering transaction details into the software system and communicating with sales and credit teams regarding necessary alterations.