Documentation Specialist

GreatAmerica Financial Services Corporation; Cedar Rapids (IA); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) and Company Match

Annual Profit Sharing

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Short-Term and Long-Term Disability

Company Paid Life Insurance

Flexible Spending Accounts (FSA)

Health Savings Accounts (HSA)

Education and Career Planning Benefits

Tuition Assistance

Hybrid work arrangements

Networking Opportunities

Leadership Development Opportunities

Perks

Paid Parking

Job summary

GreatAmerica Financial Services Corporation seeks a Documentation Specialist to ensure accuracy, compliance, and efficient processing of financial transactions. You will review agreements, file UCCs, and input data to support funding and invoicing while maintaining exceptional customer service.

The role emphasizes attention to detail, strong communication, and the ability to adapt to changing documentation needs in a fast-paced environment.

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

• Quality gatekeeper: review signed agreements for policy alignment.
• File UCCs through ILien to protect interests.
• Calculate taxes, residuals, and payment structures with precision.
• Input data and initiate invoicing on the origination platform.
• Communicate with customers via phone and email to resolve documentation issues.
• Restructure contracts as needed (equipment swaps, tax updates, or payment changes).
• Make independent decisions to keep transactions flowing and customers happy.

Skills

Attention to detail

Communication

Problem solving

Multitasking

Team collaboration

Education

Associate’s degree

Bachelor’s in Business or related field

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. 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:

• Financial Benefits
• 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.

GreatAmerica is the largest independent, family-owned national commercial equipment finance companies in the U.S. and is dedicated to helping manufacturers, vendors, and dealers be more successful and keep their customers for a lifetime. With a focus on the small ticket vendor and OEM finance channel we have partnered with some of the largest and industry leading companies in the Office Equipment, Communications, IT, Automotive, Construction, Healthcare, and Franchise market sectors. In addition to financing, GreatAmerica offers innovative non-financial services to help our customers grow. We have also recently become a bank! At GreatAmerica we enjoy the benefits of being independent and family-owned, fostering quick decision making, customer response and innovation. Established in 1992 our team has grown to over 750 employees and a portfolio of over $3+ Billion. Our exemplary customer service, principle-centered business philosophy and team-based operating approach are key to our success and growth. With a strong balance sheet and consistent financial performance through all economic cycles, GreatAmerica has experienced amazing results and unparalleled growth. When you are part of the GreatAmerica team, you will grow professionally and work with some of the most talented finance professionals in the industry. There is no doubt in our minds we are building the greatest company of its kind, offering the finest products and services available anywhere. When you are part of the GreatAmerica team, you are part of the future, part of an opportunity to grow professionally and to reach your potential while enjoying your work.