Documentation Specialist

Onset Financial of St. George, UT, is seeking to hire a dedicated, vigilant, and professionally minded Documentation Specialist to join our team. You will play a pivotal role in ensuring the safety and security of our premises and personnel, while maintaining the positive and welcoming environment we're known for.

Onset Financial provides an enthusiastic and motivating culture of success for our diverse and talented team. Onset believes in applying the team's unique attributes to our superior approach to equipment finance. We are devoted to celebrating hard work, determination, and high achievements within a positive and inclusive environment. Attention to detail, ability to respond to emergencies, and commitment to maintaining a safe environment will be essential for the success of this role. This is an exciting opportunity to make a significant impact, accelerate your career, and be part of an organization that values your success.

As a Documentation Specialist you will play a critical role by:

• Creating and managing the documents which support the funding, closing, and booking of commercial equipment finance lease transactions
• Performing research and due diligence on various third parties we work with
• Establishing secure title and interest in leased property which includes ordering, reviewing and filing Uniform Commercial Code (UCC) financing statements
• Ensuring that completed documentation and funding packages contain all documents and due diligence required to satisfy credit approval conditions
• Monitor checks and balances within each lease transaction to ensure all documentation, invoicing, vendor payments, insurance, titling, etc. have been processed in accordance with policy
• Processing vendor invoices for payment to include verifying payment/wiring instructions and account verification
• Updating and maintaining transaction reports primarily using Excel
• Reviewing transaction reports daily and communicating with various departments and third parties to obtain outstanding items
• Other duties as assigned

Ideal Candidate:

The ideal candidate is relentless and committed to excellence and accuracy. You are a professional who acts with integrity and enjoys being a key part of a winning team.

• Documentation experience creating documents to close and fund financial transactions
• Proven mastery of MS Excel and proficient in Outlook and Word
• Associate's Degree or Two-Year College Equivalent in Business, finance, or administrative program preferred with 2+ years of work experience in a financial setting preferred
• Quick learner with a positive can-do attitude - willing to follow through, take direction and see projects through to completion
• Ability to thrive in a fast-paced environment with flexibility in shifting priorities
• A hard worker with exceptional ability to multi-task, prioritize and work under critical deadlines
• Strong organizational skills, attention to detail and timely follow-through
• Ability to interact with all levels of internal and external contacts with professionalism in written and verbal communication
• Ability and discretion to appropriately manage confidential information
• Sound decision-making skills and a high degree of initiative

WORK SCHEDULE

The typical schedule for this position is Monday through Friday from 8 am to 5 pm. This position is in-office located at our St. George, UT campus.

ARE YOU READY TO JOIN OUR TEAM?

If you feel that you would be the right fit for this position, please fill out our initial 3-minute, mobile-friendly application so that we can review your information. We look forward to meeting you!