Documentation Specialist - Hybrid Work, Growth & Impact

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 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.