Documentation Administrator (Entry Level)

Red Oak Inventory Finance; Alpharetta, Northern (GA, KY); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Training

Career growth

Benefits

Team support

Job summary

Redoakinventoryfinance is seeking an entry-level Documentation Administrator to join the Documentation Team. You will review dealer application packages, prepare and secure legal documentation, and maintain customer account information across multiple systems.

You will interact with the sales and operations teams, learn new processes, and follow structured procedures. The role offers hands-on training in commercial finance documentation and opportunities for growth within operations, credit, or

Qualifications

• Bachelor's degree or equivalent experience considered.
• Strong attention to detail and accuracy required.
• Excellent organizational and time-management skills needed.
• Clear verbal and written communication skills necessary.
• Ability to learn new systems and follow structured procedures.
• Proficiency with Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Review and organize incoming application packages, ensure they are complete, and pull reporting (credit bureaus, SOS verification, OFAC, etc.).
• Prepare and send approved legal documentation based on credit decisions with accuracy and promptness.
• Ensure timely filing and accuracy of initial UCC filings and continuations and audit UCC searches/notifications.
• Monitor and process conditional items for account setup; update systems and inform management of risks.
• Set up new customer accounts and modify existing accounts in internal systems.
• Provide quick, knowledgeable support to customers and departments on credit submissions, data, financial statements, and legal docs.
• Participate in a team environment, ensuring clear communication and adherence to guidelines.
• Perform other duties as assigned.

Skills

Attention to detail

Organizational skills

Verbal and written communication

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Documentation Administrator (Entry Level)

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.

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