Documentation Analyst
About Our Client:
NextGen Equipment Finance operates in the North American fleet management industry, specializing in material handling equipment and warehouse solutions. The organization addresses financing challenges by offering a comprehensive range of creative financing solutions across various asset types including equipment, software, and medical research tools throughout the United States.
About the Opportunity:
The DOCUMENTATION ANALYST role supports the organization’s lease and funding processes by managing documentation from request through funding. This position ensures accuracy and compliance of lease applications and prepares funding packages for financing partners. The role collaborates closely with operations, syndications, and sales teams, contributing to the integrity and efficiency of contract execution and funding.
Responsibilities:
- Generate live lease documentation accurately and promptly
- Audit data, attachments, and document requests from the front-end system
- Determine sales tax treatment on individual contracts
- Prepare funding packages for lenders
- File UCC-1 and UCC-3 financing statements
- Update document templates as needed
- Review executed documentation for compliance with credit, legal, and documentation standards
- Compile funding checklists for sales and operations
- Submit leases for transmission and booking
- Manage insurance portfolio and ensure compliance
- Issue live documents via electronic signature platform
- Follow up on post-closing items diligently
- Assist with title and registration submissions to third-party processors
Requirements:
- Detail-oriented with strong organizational skills
- Ability to work independently and collaboratively in a fast-paced environment
- Broad understanding of leasing lifecycle and funding requirements
- Effective decision-making and sound judgment
- Bachelor’s degree minimum 2-5 years of experience, preferably in equipment finance or contract generation
- Proficiency in Microsoft Word and ExcelPay Range and Compensation Package:
The pay range and compensation package for this role will be determined based on the candidate's experience, skills, and other relevant factors.
Benefits & Perks:
- Competitive pay with incentive opportunities and bonus potential
- Full benefits package starting day one including medical, dental, vision, 401(k) with match, company-paid life insurance and disability coverage8 paid holidays
- Generous paid time off policy with accrual based on tenure
- Training and mentoring opportunities
Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.
Note:
RemoteHunter is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.