What are the responsibilities and job description for the Document Specialist position at Geneva Capital LLC?
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
Salary : $38,000 - $48,000