Documentation Analyst

AnalystAnalystFull TimeRemoteTeam 1,001-5,000Since 2003Company Site LinkedIn

Location

New York

Posted

16 days ago

Salary

$65K - $85K / year

Bachelor Degree2 yrs expEnglish

Job Description

• Generates live lease documentation quickly and accurately • Audits data, attachments, and Document Request Forms submitted through front-end system • Determines sales tax treatment on a contract-by-contract basis • Prepares funding packages for sale to lenders • Files UCC-1 and UCC-3 financing statements • Updates document templates upon request • Receives and reviews executed documentation packages for accuracy within internal credit, legal and documentation guidelines • Compiles funding checklist to advise sales and operations departments • Submits leases for transmission and booking in back end system • Manages insurance portfolio and ensures compliance • Sets up and issues live documents through electronic signature platform • Diligently follows up on post-closing items • Assists with submission of title/registration requests to third-party vehicle title processor

Job Requirements

Detail-oriented individual with excellent organizational skills
Ability to work both independently and in a collaborative, fast-paced, and team environment
Well-rounded understanding of the leasing life cycle and funding requirements
Effective decision-making aptitude and sound judgment
Minimum of a Bachelor’s Degree
2-5 years experience. Preference made for candidates with experience in the equipment finance industry and/or contract generation.
Proficient in Microsoft Word and Excel

Benefits

Competitive pay : Plus incentive opportunities and bonus potential!
Full benefits package that starts day one: Includes medical, dental, vision, 401K with match, company-paid life insurance and disability coverage.
8 paid holidays
PTO: Full-time employees enjoy a generous paid time off policy, accruing more time throughout their tenure with NextGen Equipment Finance
Training and mentoring : Learn from our experts in the industry