Documentation Specialist III

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Oversee the documentation and closing procedures for commercial equipment lease transactions.

• Analyze and interpret credit approvals, legal and financial documents, lien searches, and vendor information.

• Review requests for documentation that include vendor purchase orders/invoices and pricing, assessing due diligence requirements based on final credit approvals.

• Request and interpret information from third-party vendors and fulfill necessary vendor due diligence.

• Conduct system-required data entry and select relevant documents from previous due diligence processes.

• Process documentation and ensure its delivery to the appropriate parties.

• Collaborate with third-party vendors and customers to establish closing dates.

• Follow up with customers or agents to ensure accurate and current insurance.

• Collect all essential components for a seamless close, including precise funding data entry.

• Facilitate transaction booking through a servicing agent.

• Resolve post-close items and system alerts within five business days following final booking.

• Independently handle incoming documentation requests and manage ongoing work.

• Communicate with customers, Sales, and third-party vendors regarding outstanding items and closing schedules.

• Collaborate with internal service partners to finalize transactions.

• Identify, address, and escalate exceptions while resolving complex items.

• Assist in training and onboarding new employees.

• Provide responses and documentation for inquiries and ad hoc requests related to specialized programs.

• Offer feedback on workflows and the work received.

• Engage in projects as a resource or subject matter expert.

• Work with in-house counsel when necessary.

• Perform additional duties as assigned.

⛳️ Requirements

• High school diploma or equivalent is required; a bachelor's degree is preferred.

• A minimum of 3 years of experience in commercial lease documentation, contracts, financial services, or a related field.

• Strong understanding of documentation, funding, closing, and business processes.

• Exceptional attention to detail.

• Proficient in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.

• Excellent written, verbal, and interpersonal communication skills.

• Highly organized and self-motivated, capable of managing multiple priorities and deadlines.

• Ability to work independently, exercise sound judgment, and adapt swiftly in a fast-paced environment.

• Experience in training, mentoring, or leading team members is preferred.

• Dedication to operational excellence, risk management, policy compliance, and customer service.

• Ability to approve fundings and document signings within set authorization limits.

• Prolonged periods of computer and telephone use are expected.

• Occasional travel may be necessary.

• Successful completion of a credit check, criminal background check, and pre-employment drug screening, including screening for marijuana.

• Must meet employment eligibility verification requirements via E-Verify.

🏝️ Benefits

• Eligible for an Annual Discretionary Cash Bonus Target: 10%.

• Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%.

• Comprehensive Medical, Dental, Vision, and Life Insurance.

• Paid Sick Leave.

• 3 weeks of Vacation.

• Holidays (approximately 11 per year).

• HSA or FSA account.

• Additional voluntary benefits.

• 401(k) Retirement Saving Plan with Employer Match Program.

• 529 Savings Plan.

• Employee Mortgage Loan Program.

• Complimentary access to an Axos Bank Account with Self-Directed Trading.