Documentation Specialist

GreatAmerica; Cedar Rapids (IA); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Hybrid work arrangements

Service Awards

Paid Parking

Casual atmosphere

Strong culture

Job summary

GreatAmerica is seeking a Documentation Specialist to ensure accuracy and compliance in financial transactions. You will review agreements, file UCCs, calculate taxes and payments, and input data for invoicing in a collaborative, customer-focused setting.

Ideal candidates have an associate degree (bachelors preferred), finance/leasing experience, and strong MS Office skills. This hybrid role offers a Monday–Friday schedule with strong benefits and a supportive culture.

Qualifications

• Associate’s degree required; Bachelor’s in Business or related field preferred.
• Experience in finance or leasing is a plus.
• Strong attention to detail and accuracy.
• Excellent communication and problem-solving skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with Infolease, Onbase, or similar platforms is a bonus.
• Ability to multitask and thrive in a fast-paced environment.

Responsibilities

• Be the Quality Gatekeeper: Review signed agreements with a sharp eye for detail, ensuring every document aligns with our policies and standards.
• Secure the Deal: Prepare and file UCCs through ILien to protect our interests and ensure smooth funding.
• Crunch the Numbers: Apply your financial savvy to calculate taxes, residuals, and payment structures with precision.
• Drive the Process: Accurately input data and initiate invoicing through our origination platform.
• Solve & Support: Communicate with customers via phone and email to resolve documentation issues and keep deals moving forward.
• Adapt on the Fly: Restructure contracts when needed - whether it’s equipment swaps, tax updates, or payment changes.
• Own Your Workflow: Make independent decisions that keep transactions flowing and customers happy.

Skills

Attention to detail

Communication skills

Multitasking

MS Office

Finance/Leasing experience

Education

Associate degree

Bachelor’s degree preferred

Tools

Infolease

Onbase

Microsoft Office

Job description

GreatAmerica is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. We have also recently become a bank!

We Are Looking to Add a Key Member to our Documentation Team!

Are you detail-oriented, organized, and passionate about delivering exceptional customer service? Join our Documentation team as a Documentation Specialist, where you'll play a key role in ensuring our financial transactions are accurate, compliant, and processed efficiently. This is a great opportunity to grow your career in a collaborative, customer-focused environment.

As a Documentation Specialist, You Will

• Be the Quality Gatekeeper: Review signed agreements with a sharp eye for detail, ensuring every document aligns with our policies and standards.
• Secure the Deal: Prepare and file UCCs through ILien to protect our interests and ensure smooth funding.
• Crunch the Numbers: Apply your financial savvy to calculate taxes, residuals, and payment structures with precision.
• Drive the Process: Accurately input data and initiate invoicing through our origination platform.
• Solve & Support: Communicate with customers via phone and email to resolve documentation issues and keep deals moving forward.
• Adapt on the Fly: Restructure contracts when needed - whether it’s equipment swaps, tax updates, or payment changes.
• Own Your Workflow: Make independent decisions that keep transactions flowing and customers happy.

To Be Successful In The Role, You Will Need

• Associate’s degree required; Bachelor’s in Business or related field preferred.
• Experience in finance or leasing is a plus.
• Strong attention to detail and accuracy.
• Excellent communication and problem-solving skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with Infolease, Onbase, or similar platforms is a bonus.
• Ability to multitask and thrive in a fast-paced environment.

Work Schedule & Expectations

• Monday–Friday, 8:00 AM–5:00 PM.
• Overtime on the last business day of the month is an expectation to ensure our customers success

Why Join Us?

We’re committed to fostering a supportive and inclusive workplace where your contributions are valued. You’ll be part of a team that’s passionate about customer success and continuous improvement.

Financial Benefits

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off

Health, Wellbeing, And Family Planning Benefits

• Paid Vacation
• Paid Sick Days
• Paid Holidays
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long-Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

Education And Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.