Documentation Specialist

Blue Bridge Financial, Inc.; Reston (VA); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading specialty equipment finance company in Virginia is seeking a Documentation Specialist to provide excellent customer service while composing loan documents and managing funding processes. The ideal candidate will have a Bachelor's degree or equivalent experience and must possess strong analytical and communication skills. This full-time position offers the opportunity to grow within a supportive work environment and contribute to diverse projects across various industries.

Qualifications

• Bachelor’s Degree from an accredited college or equivalent experience.
• Knowledge in Equipment Finance or Loan Origination is a plus.
• Strong drive to achieve goals and promote company values.

Responsibilities

• Provide excellent customer service and communication to partners.
• Compose loan documents and review funding packages.
• Utilize judgment to escalate potential risks during funding.
• Prioritize fluctuating workload to meet deadlines.
• Resolve complex issues and identify process improvements.

Skills

Customer service

Analytical thinking

Multi-tasking

Communication

Problem-solving

Education

Bachelor's Degree or equivalent experience

Tools

Microsoft Office

File Explorer

Adobe

Job description

Company Overview

Blue Bridge Financial, Inc. is a specialty equipment finance company providing small and medium sized businesses with secured loans for revenue‑producing, essential use equipment. Blue Bridge has built a sizable portfolio of well‑performing assets in a wide array of industries including but not limited to construction, manufacturing, recreational, restaurants, and more. As a true independent lender, we have a level of freedom to determine how we originate, underwrite, and service our loans that is unparalleled in the industry. This freedom inspires a work environment that supports creativity and provides extensive growth opportunities within the organization.

Position Overview

We have an exciting opportunity for a Documentation Specialist in our Reston, VA corporate headquarters.

Knowledge, Skills, Abilities, Education

• Bachelor’s Degree from an accredited college, university, or experience equivalent
• Titling, Lien Perfection, Equipment Finance, or Loan Origination knowledge is a plus

General Responsibilities

• Provide excellent customer service and communication to business partners and borrowers.
• Compose loan documents, review funding packages, file UCCs and work with internal departments to ensure a smooth process throughout the life cycle of the agreement.
• Utilize judgment to escalate any potential risk discovered during the funding process.
• Prioritize a fluctuating workload to meet deadlines.
• Resolve complex issues, identify process improvement opportunities, and work with management to implement changes.
• Work with our technology groups to correct issues or improve functionality, including testing of system changes.
• Review imperative customer information for accuracy across multiple inputs, flag for fraud, and problem‑solve to fund secured loans.
• Organize and create documentation using Microsoft Office, File Explorer, Adobe, and our internal databases.
• Manage and organize both physical and electronic notes and records for your own usage.
• Understand state compliance requirements related to automobiles, vehicular equipment, financial disclosures, and rate regulations.
• Organize multiple loan cases and speak details on open cases at any moment.

The Ideal Candidate

• Ability to multi‑task/organize work and work independently with little supervision.
• Analytical thinking about data received with high attention to detail.
• Handle escalated issues and devise solutions for resolution, utilizing third‑party vendors, customers, team members, and brokers while maintaining relationships.
• Answer calls and provide quick, accurate responses with little preparation time.
• Learn quickly and work in a fast‑paced environment.
• Function effectively as part of a group, sometimes passing work back and forth to achieve a common goal.
• Flexibility in prioritizing workload and adapting to new tasks suddenly.
• Communicate to all levels—including credit associates, titling associates, finance associates, brokers, upper management, and customers—effectively.
• Strong drive to achieve goals and promote the company’s values.
• Act proactively on follow‑up and workload time permitting.
• Takes ownership and follows up on issues.
• Work with a team spread across the country via Teams, e‑mail, Zoom, and more.
• Work with time constraints to reach a common deadline of funding cut‑off time.
• Clearly communicate with other associates in a positive manner about errors and prevention strategies.

This job description is subject to change and may be amended based on management need and business demands.

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Administrative