PEF Documentation

We are currently seeking a self-motived, highly driven Loan Documentation Specialist with strong administrative and interpersonal skills. This customer-focused professional must function well individually and collectively with various departments. 

This is an exciting and challenging opportunity to work directly with our internal partners (sales & compliance), customers and vendors to provide superior customer service. In this position, the incumbent will help us serve as a dependable financial service provider to a variety of industries across the Unites States. 

The ability to multi-task successfully, work under pressure and prioritize numerous tasks are essential.    

In this position, you will:

• Coordinate with the sales and other internal departments in the lease preparation process

• Responsible for the accurate, timely and complete preparation of lease documents, which are generated using Drawloop within our SalesForce CRM
   
• Maintain transaction information and enter it into the lease management system (SalesForce)
   
• Manage daily customer requests and transaction maintenance, including follow up on open vendor invoices, any missing documentation, requesting proof of insurance, as well as processing payments to vendors
   
• Maintain  specialized knowledge of the documentation department’s function, terminology, policies and procedures, and related laws and regulations at the local, state and federal levels.

To be considered, you will need:

• Associates Degree preferred with a minimum 3 years experience in the leasing industry
   
• Take initiative, think outside-the-box, and effectively manage priorities
   
• Detail-oriented with the ability to thrive in a fast -pace, ever-changing , highly collaborative environment
   
• Advanced organizational, verbal and written communication skills
   
• Strong working knowledge of MS Office software with a strong emphasis in Word and Excel; SalesForce experience preferred
   
• Excellent customer service skills
   
• Strong time-management skills
   
• Must be a team player

Salary Range Information

Our base salary for this position located in Minnesota generally ranges between $24.04 and $28.85 hourly, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.