Documentation Analyst

NextGen Equipment Finance; New York (NY); Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive pay with bonus potential

Full benefits from day one

8 paid holidays

Generous PTO

Training and mentoring

Job summary

NextGen Equipment Finance, LLC is seeking a Documentation Analyst to support lease and funding contract generation and other operations from the time lease documents are requested until funding occurs.

The Documentation Analyst maintains the integrity of working documents, serves as a key auditor of new lease applications before they are booked, and prepares funding packages for third party financing partners.

Qualifications

• Detail-oriented individual with excellent organizational skills.
• Ability to work both independently and in a collaborative, fast-paced, and team environment.
• Well-rounded understanding of the leasing life cycle and funding requirements.
• Effective decision-making aptitude and sound judgment.
• Minimum of a Bachelor's Degree.
• 2-5 years experience; preference for equipment finance or contract generation.
• Proficient in Microsoft Word and Excel.

Responsibilities

• Generates live lease documentation quickly and accurately.
• Audits data, attachments, and Document Request Forms.
• Determines sales tax treatment on a contract-by-contract basis.
• Prepares funding packages for sale to lenders.
• Files UCC-1 and UCC-3 financing statements.
• Updates document templates upon request.
• Receives and reviews executed documentation packages for accuracy within guidelines.
• Compiles funding checklist to advise sales and operations.

Skills

Detail-oriented

Organizational skills

Independent work

Team collaboration

Decision making

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Job description

Full-time Description

Benefits

At NextGen we believe that Our People are what make us great and help us deliver exceptional customer service! We offer industry leading benefits to include:

• Competitive pay: Plus incentive opportunities and bonus potential!
• Full benefits package that starts day one: Includes medical, dental, vision, 401K with match, company-paid life insurance and disability coverage.
• 8 paid holidays
• PTO: Full-time employees enjoy a generous paid time off policy, accruing more time throughout their tenure with NextGen Equipment Finance
• Training and mentoring: Learn from our experts in the industry

The benefits listed are subject to change at any time. Please speak with an HR Representative for details. In the case of conflict between the information listed and the official plan documents, the plan documents will always govern.

Job Summary

The Documentation Analyst will join NextGen Equipment Finance's team to assist with lease and funding contract generation and other operational functions from the time lease documents are requested until funding occurs. The Documentation Analyst maintains the integrity of working documents, serves as a key auditor of new lease applications before they are booked, and prepares funding packages for third party financing partners. In this role, the individual will work closely with the operations, syndications, and sales departments. This role provides ample opportunity for continued learning and growth within our quickly growing company. The Documentation Analyst reports to NextGen Equipment Finance's EVP of Operations and primarily works remotely; this is an exempt position.

Key Job Responsibilities

• Generates live lease documentation quickly and accurately
• Audits data, attachments, and Document Request Forms submitted through front-end system
• Determines sales tax treatment on a contract-by-contract basis
• Prepares funding packages for sale to lenders
• Files UCC-1 and UCC-3 financing statements
• Updates document templates upon request
• Receives and reviews executed documentation packages for accuracy within internal credit, legal and documentation guidelines
• Compiles funding checklist to advise sales and operations departments
• Submits leases for transmission and booking in back end system
• Manages insurance portfolio and ensures compliance
• Sets up and issues live documents through electronic signature platform
• Diligently follows up on post-closing items
• Assists with submission of title/registration requests to third-party vehicle title processor

This job description is subject to change at any time.

Requirements

• Detail-oriented individual with excellent organizational skills
• Ability to work both independently and in a collaborative, fast-paced, and team environment
• Well-rounded understanding of the leasing life cycle and funding requirements
• Effective decision-making aptitude and sound judgment
• Minimum of a Bachelor's Degree
• 2-5 years experience. Preference made for candidates with experience in the equipment finance industry and/or contract generation.
• Proficient in Microsoft Word and Excel

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit or stand up to 8 or more hours; use hands to type, maneuver, handle, or feel; and talk or hear. The employee frequently is required to walk and reach with hands and arms. The employee is occasionally required to stand and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work is performed primarily in an open-office setting, with co-workers working side-by-side and a moderate level of activity being performed by co-workers across the office. The noise level in the work environment is moderate.

NextGen Equipment Finance, LLC. considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, genetic information, marital or veteran status, or any other legally protected status.

Salary Description $65-85k Annually