Responsible for supporting the Documentation Team in processing new dealer application packages, preparing and securing legal documentation and maintaining customer account information in various systems/databases. Involves frequent interaction with the sales team, operations team, and customers.
Full-time
Entry Level
Job viewed by 44 job seekers
5 months ago
Documentation Administrator (Entry Level)
5 months ago
Employment type
Full-time
Department
Credit
Industry
Inventory Finance
Location
Alpharetta, GA
Essential Duties and Responsibilities
- Review and organize incoming application packages, ensure they are complete, and pull necessary reporting (credit bureaus, SOS verification, OFAC, etc.) within established timeframes.
- Prepare and send approved legal documentation based on credit decisions while ensuring accuracy and promptness.
- Ensure timely filing and accuracy of initial UCC filings and continuations as well as auditing UCC searches and notifications.
- Monitor, communicate, and process conditional items for account set up. Resolve outstanding conditions, update systems to reflect file status, and inform management of any risks or incomplete conditions.
- Handle internal system inputs and processes, including setting up new customer accounts and modifying existing customer accounts.
- Provide quick and knowledgeable support to customers and other departments, including handling inquiries about credit submissions, data collection, financial statements, insurance requirements, and legal documentation.
- Actively participate in a team environment to ensure clear communication and adherence to guidelines and provide general support.
- Perform other related duties and tasks as necessary or as assigned.
Qualifications
Required
- Bachelor’s degree; will give consideration to non-degreed candidates with appropriate experience.
- Strong attention to detail and accuracy.
- Excellent organizational and time-management skills.
- Clear and professional verbal and written communication.
- Ability to learn new systems and follow structured procedures.
- Proficiency with Microsoft Office (Word, Excel, Outlook).
Preferred (Nice to Have)
- Experience in administrative, clerical, banking, or customer service roles.
- Interest in commercial lending, equipment finance, or financial services.
- Familiarity with document processing or office workflows.
What We Offer
- Hands-on training in commercial finance documentation
- Opportunities for career advancement within operations, credit, or sales
- Competitive salary and benefits
- Supportive team environment focused on learning and development
Employment type
Full-time
Department
Credit
Industry
Inventory Finance
Location
Alpharetta, GA