Remote Documentation Analyst - Lease & Funding

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

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.