Company: GreatAmerica Financial Services Corporation
Location: Cedar Rapids
Posted on: June 14, 2019
About this position:
Do you like dotting your is and crossing your ts? Do you take pride
in maintaining quality and accuracy in your work? As a
Documentation Specialist, you will take on the challenge of
processing transactions and/or program specifics, while maintaining
compliance with our policies. In this position, you will process
contracts in a fast-paced environment in order to get our customers
funded in accordance with our customer service guidelines.
Some of your responsibilities will include creating and sending
documents to our vendors and lessees, entering transaction details
into our system, ensuring quality of data, eliminating
discrepancies and maintaining accuracy of information. As a
Documentation Specialist, you must have an affinity for math, be
able to multi-task and be detail oriented.
Specific responsibilities include:
- Review signed documents for accurate information and compliance
with GreatAmerica policies and procedures.
- Phone verify equipment satisfaction with lessees and answers
any questions during the call.
- Knowledge and ability to understand and calculate payment
structures for financial transactions.
- Input data accurately and process transaction into billing
system to commence customer invoicing
- Communicate via phone and/or email with vendors to resolve
documentation issues on transaction files.
- Accurately prepare and submit UCCs to secure a purchase money
- Take incoming customer and vendor calls, answer questions and
respond to the needs of the caller.
- Restructure contracts based on the needs and details of the
transaction.( i.e. equipment exchanges, payment changes, tax
Education, experience and skills required:
For this position, an Associates degree in a business-related field
is preferred. Financial, Accounting or Para Legal background is a
Competencies for all GreatAmerica team members: Honesty/Integrity,
Customer Oriented, Accountability, Tenacious, Communication Skills
(Oral & Written), Adaptability.
Competencies for this position: Detailed Oriented, Organized,
Multi-Tasking, Manage Multiple Deadlines, Accuracy, Problem
Solving, Decision Making.
Computer Skills: Experience with Microsoft Office Suite and ability
to learn new systems. Proficiency in Microsoft Office Suite is
**There is overtime involved at the end of each month**
To apply for this position, please follow the online application
process at .com.
Be sure to fully complete the form, including your resume, and
complete the Predictive Index assessment.
Keywords: GreatAmerica Financial Services Corporation, Cedar Rapids , Documentation Specialist, Other , Cedar Rapids, Iowa
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