We are currently recruiting for a Documentation Specialist job in Greensboro, NC. This is a temp to hire, fully on-site position. This role supports the processing and administration of customer financing transactions. This role is responsible for reviewing contract documentation, ensuring information is complete and accurate, resolving missing items, and preparing transactions for funding. The position works closely with customers, dealers, sales teams, and other internal departments to ensure transactions move through the process accurately and efficiently. Strong attention to detail, organization, communication, and customer service skills are important for success in this role.
Responsibilities:
- Review and process financing and contract documentation for accuracy and completeness.
- Track outstanding documentation and follow up on missing information.
- Prepare completed contract packages for funding.
- Communicate with customers, dealers, sales teams, and internal departments regarding transaction status and documentation needs.
- Update internal systems and maintain accurate contract records.
- Assist with documentation related to insurance, titles, UCC filings, and contract files.
- Research and resolve documentation or customer issues.
- Maintain reports and proactively communicate exceptions or delays.
- Provide a high level of customer service throughout the financing and onboarding process.
- Identify opportunities to improve processes, accuracy, and turnaround times.
- Collaborate with cross-functional teams to improve workflows and the overall customer experience.
Qualifications:
- Previous experience in equipment finance, leasing, lending, banking, or a similar financial services environment preferred.
- Knowledge of credit, accounting, pricing, or contract documentation is a plus.
- Bachelor’s degree in business or a related field is preferred but not required.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong problem-solving and research skills.
- Excellent written and verbal communication skills.
- Customer-focused with the ability to work effectively with both internal and external partners.
- Comfortable working independently as well as collaboratively within a team.
Pay Details: $26.00 to $30.00 per hour
Search managed by: Kristin Yates
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
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- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
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