Docs & Compliance Specialist (Salesforce & DocuSign)

Amur Equipment Finance, Inc.; Grand Island (NE); On-site; USD 36,000 - 48,000; Full time

Job summary

Amur Equipment Finance, Inc. is seeking a Documentation Specialist I to review and verify information on document requests from Sales Coordinators and Sales Departments. You will update Salesforce, ensure data accuracy, and generate documents with correct VIN/serial numbers and tax handling.

The role emphasizes accuracy, confidentiality, and timely delivery. Responsibilities include ownership of transaction packages, correct fee calculations, and ensuring signatures.

Qualifications

• High School Diploma or GED required.
• 2–5 years of related experience preferred.
• Excellent organizational and problem-solving skills with the ability to prioritize multiple tasks in a deadline-driven environment.
• Attention to detail and an eye for accuracy.
• Proficient with Microsoft Office Suite or related software.

Responsibilities

• Verifies information is correct on doc requests, making changes as needed.
• Verifies Automated Documents generate all necessary documents.
• Charges the correct sales tax per contract type and understands when and why to charge sales tax.
• Ensures the DocuSign signing order is updated according to the need and requirements of the doc request.
• Accurately generates Transfer & Assumption contract documents.
• Takes full ownership of transactions by understanding the requirements to complete document packages accurately.
• Generates documents with the correct VIN or serial number.
• Ensures the customer’s name, as listed on the SOS or driver’s license, is accurately reflected on all documents, and all supplemental information such as addresses, payments, term, financed amount, etc. is correct.
• Calculates and applies all required fees according to the transaction details.
• Checks for missing document tags in DocuSign to ensure all necessary signatures are included.
• Identifies and resolves potential errors before sending documents to the customer.
• Verifies TValues are properly setup to ensure accurate information is displayed in Salesforce.
• Adds Pop-up notes when necessary to provide additional context or information.
• Demonstrates a strong understanding of when to be flexible and is committed to providing the best possible experience for the customer.
• Actively participates in cross-training and shares knowledge with colleagues to support team growth and collaboration.
• Responds promptly and collaborates effectively with co-workers through email, RingCentral, and phone calls.
• Generates documents from the queue continuously within the one to one and one half hour turnaround time.
• Maintains the monthly average based on the KPI structure.
• Takes the initiative to review manuals and procedures prior to reaching out for assistance.

Skills

Attention to detail

Verbal and written communication

Self-motivation

Organizational skills

Analytical/problem solving

Integrity/confidentiality

Microsoft Office Suite

Multitasking

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Job description

Amur Equipment Finance, Inc. is seeking a Documentation Specialist I to review and verify information on document requests from Sales Coordinators and Sales Departments. You will update Salesforce, ensure data accuracy, and generate documents with correct VIN/serial numbers and tax handling.

The role emphasizes accuracy, confidentiality, and timely delivery. Responsibilities include ownership of transaction packages, correct fee calculations, and ensuring signatures.