Documentation Specialist

at  Onset Financial Inc

Onset Financial of St. George, UT, is seeking to hire a dedicated, vigilant, and professionally minded Documentation Specialist to join our team. You will play a pivotal role in ensuring the safety and security of our premises and personnel, while maintaining the positive and welcoming environment we’re known for.
Onset Financial provides an enthusiastic and motivating culture of success for our diverse and talented team. Onset believes in applying the team’s unique attributes to our superior approach to equipment finance. We are devoted to celebrating hard work, determination, and high achievements within a positive and inclusive environment. Attention to detail, ability to respond to emergencies, and commitment to maintaining a safe environment will be essential for the success of this role. This is an exciting opportunity to make a significant impact, accelerate your career, and be part of an organization that values your success.

• 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