Document Specialist

Pay Scale
: $38,000 - $48,000 annually (based on experience and qualifications). This position is eligible for quarterly gain sharing based on company performance

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.

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
• 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
• 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

• 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

• Post-secondary degree in Business
• Experience working in Salesforce and/or Docu Sign

• Prolonged periods sitting/standing at a desk and working on a computer
• This job has no supervisory responsibilities
• 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