Generates live lease documentation quickly and accurately
Audits data, attachments, and Document Request Forms submitted through front-end system
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 internal credit, legal and documentation guidelines
Compiles funding checklist to advise sales and operations departments
Submits leases for transmission and booking in back end system
Manages insurance portfolio and ensures compliance
Sets up and issues live documents through electronic signature platform
Diligently follows up on post-closing items
Assists with submission of title/registration requests to third-party vehicle title processor

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 made for candidates with experience in the equipment finance industry and/or contract generation.
Proficient in Microsoft Word and Excel

Competitive pay : Plus incentive opportunities and bonus potential!
Full benefits package that starts day one: Includes medical, dental, vision, 401K with match, company-paid life insurance and disability coverage.
8 paid holidays
PTO: Full-time employees enjoy a generous paid time off policy, accruing more time throughout their tenure with NextGen Equipment Finance
Training and mentoring : Learn from our experts in the industry

Documentation Analyst

Key skills