Document Specialist

Geneva Capital, LLC; Alexandria (MN); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision, and life保险

401(k) match and profit-sharing

Gain sharing and annual bonus

Wellness program

Job summary

Geneva Capital LLC is an equipment finance company seeking an Operations team member. The role focuses on documentation processing, contract preparation, and ensuring compliance with credit parameters and company policies.

The position requires strong communication, attention to detail, and proficiency with Microsoft Word. Collaboration with Sales and Credit teams is key, and opportunities exist for project work and gain sharing under company incentives.

Qualifications

• 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.

Responsibilities

• Process and review documentation for credit approval.
• Create contract documents and enter details into software.
• Coordinate with Sales and Credit teams to ensure compliance.
• Maintain accurate data in the system and support credit applications.
• Lead miscellaneous projects as needed.

Skills

Communication

Attention to detail

Prioritization

MS Word

Education

Business degree

Tools

Salesforce

DocuSign

Job description

Description

Department: Operations

Reports to: Inside Sales Manager

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

Summary:

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.

Duties and Responsibilities:

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
• Be subject matter expert for questions regarding contract documents
• 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

Administrative/Miscellaneous:

• 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

Required Skills and Qualifications:

• 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

Preferred Skills and Qualifications:

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

Physical Demands:

• Prolonged periods sitting/standing at a desk and working on a computer

Supervisor Responsibilities:

• This job has no supervisory responsibilities

Benefits:

• Comprehensive medical, dental, vision and life insurance
• 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
• Employee wellness program

AA/EEO/Vet/Military