Credit and Documentation Assistant

IFSC; United States; Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

Summer flextime

Holiday early releases

Medical insurance

Dental insurance

401(k) with employer match

Disability insurance

Life insurance

Flexible spending account

Job summary

International Financial Services Corporation (IFS) seeks a detail-minded professional to own transaction documentation and coordination for equipment-finance deals. You will support credit and syndications workflows, coordinating with leadership to move deals to completion.

The role emphasizes accuracy, timely follow-through, and clear communication with customers and partners as you build a lasting career with IFS. This is a full-time hybrid/remote position for US-based candidates.

Qualifications

• Experience in commercial-loan or equipment-finance documentation, funding, or loan operations at a lending institution.
• Strong Excel skills and familiarity with financial systems.
• Clear, professional writing and telephone communication with customers, vendors and lenders.
• Excellent accuracy, organization and numerical skills with competing deadlines.
• Ability to learn processes quickly, use sound judgment, and escalate issues when needed.
• Proven reliability with limited supervision and proactive communication.

Responsibilities

• Enter transactions in Aspire and maintain complete electronic files for each agreement.
• Support credit review by obtaining reports, statements and inspections as needed.
• Assist with pricing and prepare proposals for transactions requiring full financial review.
• Prepare proposals, letters, leases and related documents; verify signatures and information.
• Gather customer/vendor/equipment data and prepare write-ups for internal review.
• Support syndication to application-only sources and other lenders with write-ups and requested information.
• Follow up with customers, prospects, vendors and lenders to obtain missing documentation.
• Track deadlines and coordinate any physical-file requirements with colleagues.
• Assist sales, credit, funding and operations; document procedures and suggest improvements.

Skills

Microsoft Excel

Communication

Attention to detail

Time management

Independent work

Tools

Aspire leasing software

Financial systems

Job description

Full-time | Local hybrid and remote candidates considered

Remote candidates based in the United States in the Eastern, Central or Mountain time zones are welcome to apply. Regular hours are 8:30 a.m. to 5:00 p.m. Central Time, Monday through Friday. Occasional work outside these hours may be needed.

About the Role & Company

For 45 years, International Financial Services Corporation (IFS) has helped businesses acquire the equipment they need to grow, offering the stability of an established independent equipment-finance company and the opportunity to make a meaningful impact on a small, experienced team. We are seeking a talented, resourceful professional to take ownership of transaction documentation and coordination, solve problems and help bring equipment-financing deals to completion.

The role primarily supports the credit and syndications workflow through documentation, transaction coordination and sales support. You will work closely with our Vice President of Credit and Syndications, other colleagues and company leadership.

Accuracy, sound judgment and follow-through are essential. We value someone who asks thoughtful questions, identifies problems early and communicates professionally with customers and business partners.

We are looking for someone interested in building a lasting career with IFS and taking on broader responsibilities as their capabilities and the company develop.

Key responsibilities

• Enter new and prospective transactions in Aspire (leasing software) and maintain complete, organized electronic files for each agreement.
• Support credit review by obtaining D&B, PayNet and personal credit reports, identifying discrepancies and escalating concerns. Gather bank statements, tax returns, personal financial statements and equipment evaluations, and coordinate equipment inspections.
• Assist with pricing and prepare proposals for transactions requiring full financial review and application-only transactions using IFS Excel tools.
• Prepare proposals, approval letters, lease and finance documentation, and related documents. Verify certificates of good standing, authorized signers, terms and supporting information.
• Gather customer, vendor and equipment information and prepare write-ups for internal review. Identify missing information and escalated concerns about transaction conditions or vendor performance.
• Support syndication to our application-only sources and other lenders by preparing and submitting write-ups, credit packages and requested information.
• Follow up by email and phone with customers, prospects, vendors and lenders to obtain outstanding documentation needed for funding.
• Track deadlines and follow through to resolution; coordinate any physical-file requirements with office colleagues.
• Take initiative to assist sales, credit, funding and operations colleagues as priorities change. Help document procedures and suggest practical improvements to accuracy and efficiency.

Responsibilities may evolve as IFS grows and adopts new technology. The foundation of the role remains accurate, dependable transaction documentation and operations.

Required qualifications

• Relevant experience in commercial-loan or equipment-finance documentation, funding, loan administration or loan operations at a bank, leasing company or other commercial lending institution. Experience must include preparing or reviewing business financing documents and working with lending concepts and requirements.
• Strong Microsoft Office skills, particularly Excel, and confidence using financial systems.
• Clear, professional writing and telephone communication; ability to follow up confidently with customers, vendors and lenders.
• Excellent accuracy, organization and numerical skills; ability to manage competing deadlines and recognize discrepancies.
• Ability to learn business processes and software quickly, use sound judgment and know when to ask questions or elevate an issue.
• Demonstrated ability to complete work reliably with limited oversight, communicate proactively and remain responsive throughout agreed business hours.

Preferred qualifications

• A proven track record in a small-company environment and prior successful remote or hybrid work, supported by specific examples of productivity, accuracy and communication.
• Experience with Aspire leasing software is a plus, not a requirement.
• Proximity to Libertyville is helpful but not required.

Compensation and benefits

Base salary: $65,000–$85,000 annually, commensurate with relevant experience, skills and demonstrated ability. Annual bonus opportunity based on individual and company performance.

Benefits include paid time off, paid holidays, summer flextime hours, holiday early releases, medical and dental insurance, a 401(k) with employer match, disability and life insurance, and a flexible spending account, subject to plan terms and eligibility.

Remote work expectations

Remote work requires a private, professional workspace, reliable internet, secure handling of company and customer information, and the ability to devote working hours to job responsibilities. Employees must be reachable by phone and video during scheduled hours, meet deadlines and arrange personal responsibilities so they do not interfere with work. Candidates without prior remote experience must demonstrate comparable success working independently. Work arrangement, onboarding and occasional in-person attendance for training, meetings, company events or other business needs will be agreed before acceptance.

Technology and AI tools may support the work, subject to IFS approval and confidentiality requirements. Employees remain responsible for verifying accuracy.