Documentation Administrator

Commercial Credit Group Inc.; Charlotte (NC); Vor Ort; USD 42.000 - 56.000; Vollzeit

Zusammenfassung

Commercial Credit Group Inc. in Charlotte, NC, seeks a detail-oriented Documentation Administrator to support our credit and sales teams.

You will prepare loan documents, file UCC filings, create electronic files, and maintain imaging systems while ensuring accuracy and timely processing. The role involves coordinating with customers, the sales force, and the credit department, answering inquiries, and performing routine office duties.

Qualifikationen

• Recent college graduate with a preferred bachelor’s degree in business.
• Excellent communication, organizational and customer service skills.
• Professional and courteous phone mannerism is required.
• Intermediate Windows and MS Office skills are expected.
• Ability to multi-task in a fast-paced, collaborative environment.
• Strong attention to detail is essential.

Aufgaben

• Preparation of loan documents and filing UCC’s.
• Create and maintain electronic loan documentation files and imaging system.
• Track outstanding follow up items through completion with our Follow Up Management System.
• Interface with customers, sales team and credit department to ensure documents are accurate and timely.
• Respond to customer inquiries and requests in a professional manner.
• Perform administrative duties in the office such as data entry, word processing, filing, copying and related tasks.
• Assist with routine insurance follow up by phone, fax, and email with customers, sales force, and insurance agents to ensure current certificates are on file.
• May involve working with title documents and related DMV paperwork.

Kenntnisse

Communication

Organizational skills

Customer service

Phone etiquette

Windows & MS Office

Multitasking

Attention to detail

Ausbildung

Bachelor's degree in business

Tools

MS Office Suite

Jobbeschreibung

Charlotte, NC

Charlotte, NC Commercial Credit Group Inc (CCG) is an independent national commercial equipment finance and leasing company focused on purchase money and refinance transactions in the construction, fleet transportation, waste/environmental and machine tool industries. CCG does equipment financing different than any other lender. We consider the character, collateral and cash flow of the borrower to make our credit decisions, often allowing us to lend money when a bank or captive lender won't. We realize there are ebbs and flows to the business and take the time to listen to the customers' stories. Headquartered in Charlotte, NC, CCG has made NC’s Mid-Market Fast 40 List for the 12th time. CCG has a Documentation Administrator position available in the Charlotte, NC office. This position is a great opportunity for a self-motivated, independent worker, supporting our credit and sales departments. Working in the documentation department entails preparation of legal documents, UCC and other related document preparation, and electronic file maintenance. In addition, this position may involve understanding insurance and title work documents.

Primary Responsibilities

• Preparation of loan documents and filing UCC’s.
• Create and maintain electronic loan documentation files and imaging system.
• Track outstanding follow up items through completion with the use of our Follow Up Management System.
• Interface with customers, sales team and credit department to ensure documents are prepared in an accurate and timely manner.
• Respond to customer inquiries and requests in a professional manner.
• Perform administrative duties in the office such as data entry, word processing, filing, copying and other duties associated within the documentation department.
• Assist with routine insurance follow up by phone, fax, and email with customers, sales force, and insurance agents to ensure current, proper certificates are on file.
• May involve understanding and working with department of motor vehicle title work and related title documents.

Qualifications

• Recent college graduate, with bachelor’s degree in business preferred
• Excellent communication, organizational, and customer service skills
• Professional & courteous phone mannerism
• Intermediate Windows and MS Office skills
• Must be able to function in a multi-tasking, fast-paced, team environment
• Strong attention to detail

For more information, please visit us at www.commercialcreditgroup.com.