Senior Documentation Specialist

SBI Partners; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

SBI Partners is seeking an experienced Senior Documentation Analyst to support lease and loan funding. You will manage documentation accuracy, coordinate with sales, credit, legal, and customers, and drive timely funding through proper documentation controls.

The role emphasizes attention to detail, multitasking across transactions, and strong communication skills to resolve issues and ensure compliance throughout the funding process.

Qualifications

• Experience preparing or reviewing commercial lease and/or loan documentation.
• Strong understanding of transaction flow and filing requirements.
• Ability to coordinate with multiple internal teams and external parties.

Responsibilities

• Prepare and review lease and loan documents for funding.
• Coordinate documents and financing requirements with internal teams and customers.
• Manage transaction status and ensure timely execution and funding.

Skills

Documentation review

Multitasking

Attention to detail

Communication

Analytical skills

Education

Bachelor's degree preferred

Tools

DocuSign

eOriginal

Job description

We are seeking an experienced Senior Documentation Analyst to support the preparation, review, and funding of lease and loan transactions. This role is ideal for a detail-oriented professional who can manage multiple transactions in a fast-paced environment while partnering closely with sales, credit, legal, customers, suppliers, and other internal teams.

What You'll Do

• Prepare and review lease and loan documentation, ensuring transaction economics, terms, signatures, dates, and supporting materials are accurate and complete before funding.
• Process transactions through lease and loan servicing systems for funding and booking.
• Coordinate insurance requirements, UCC financing statements, lien searches, titles, subordination agreements, supplier invoices, and other required documentation.
• Review transaction packages for completeness and resolve documentation issues quickly with the appropriate stakeholders.
• Provide documentation guidance and transaction support to other analysts, including coordination of contract fundings.
• Serve as a subject matter resource for DocuSign and eOriginal processes and tools.
• Work across sales, credit, legal, customers, vendors, and internal operations to communicate transaction status, obtain executed documents, research discrepancies, and resolve issues.
• Build strong working relationships with sales associates and customers while responding promptly to documentation questions and concerns.
• Communicate with suppliers regarding invoice and funding status, purchase orders, and account reconciliation.
• Maintain accurate pending files and follow up on outstanding UCC filings, insurance, titles, and other transaction requirements.
• Support additional projects and priorities as assigned.

What We're Looking For

• Strong experience preparing or reviewing commercial lease and/or loan documentation.
• Working knowledge of the Uniform Commercial Code (UCC) and insurance requirements.
• Ability to manage multiple transactions, priorities, and deadlines with minimal supervision.
• Strong judgment, follow-through, organization, and attention to detail.
• Excellent written, verbal, and interpersonal communication skills.
• Strong mathematical and analytical capabilities.
• Ability to provide responsive, service-oriented support to customers and business partners.
• Proficiency with word processing, spreadsheet, and general business software.
• Experience with DocuSign and eOriginal is a plus.
• Prior leasing documentation experience is preferred.
• Bachelor's degree preferred; equivalent relevant professional experience will also be considered.

Why This Role

This position offers the opportunity to take ownership of complex transactions, serve as a trusted documentation resource, and collaborate with teams across the business to help transactions move efficiently from documentation through funding.