Documentation Analyst

Summary

NextGen Equipment Finance is a North American fleet manager providing financing solutions for material handling equipment and warehouse solutions. The Documentation Analyst supports lease and funding contract generation, audits lease applications, prepares funding packages, and coordinates documentation and operational activities through the funding process.

Responsibilities

• 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

Skills

• 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
• Proficient in Microsoft Word and Excel
• While performing the duties of this job, the employee is regularly required to sit or stand up to 8 or more hours; use hands to type, maneuver, handle, or feel; and talk or hear
• The employee frequently is required to walk and reach with hands and arms
• The employee is occasionally required to stand and stoop, kneel, crouch, or crawl
• The employee must occasionally lift and/or move up to 40 pounds
• Specific vision abilities required by this job include close vision and ability to adjust focus
• Preference made for candidates with experience in the equipment finance industry and/or contract generation

Qualifications

Must Haves

• 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
• Proficient in Microsoft Word and Excel
• While performing the duties of this job, the employee is regularly required to sit or stand up to 8 or more hours; use hands to type, maneuver, handle, or feel; and talk or hear
• The employee frequently is required to walk and reach with hands and arms
• The employee is occasionally required to stand and stoop, kneel, crouch, or crawl
• The employee must occasionally lift and/or move up to 40 pounds
• Specific vision abilities required by this job include close vision and ability to adjust focus

Nice to Haves

• Preference made for candidates with experience in the equipment finance industry and/or contract generation

Benefits

• Incentive opportunities and bonus potential
• Medical, dental, and vision coverage starting day one
• 401K with match starting day one
• Company-paid life insurance and disability coverage starting day one
• 8 paid holidays
• Generous paid time off policy for full-time employees, accruing more time throughout tenure with NextGen Equipment Finance
• Training and mentoring
• Primarily works remotely