Associate Documentation Specialist jobs in United States
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Dext Capital · 1 month ago

Associate Documentation Specialist

Dext Capital is a National, innovative financial services company headquartered in the Portland Metro area. They are seeking a motivated individual to join their Contracts and Documentation team as an Associate Documentation Specialist, where the focus will be on supporting the Small Ticket group by preparing loan and lease packages and coordinating transactions.

Angel InvestmentFinancial ExchangesFinancial ServicesHealth CareImpact InvestingVenture Capital

Responsibilities

Coordinate preparation of equipment loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated timeframes
Communicate with staff, customers, sources, legal counsel and others to respond to inquiries, resolve problems and obtain additional documents needed to complete the file
Coordinate closing and funding of assigned transaction packages, calculating final closing costs and disbursing funds

Qualification

Commercial finance experienceLegal document knowledgeSoftware proficiencyCritical thinkingBasic math skillsOrganizational skillsVerbal communicationWritten communication

Required

Experience working in a commercial finance and leasing setting
Excellent communication skills
Attention to detail

Preferred

General knowledge of legal documents used to support commercial leases/loans
Ability to work with legal staff to solve documentation needs
Ability to apply critical thinking for all elements of loan documentation construction
Ability to master various software used in preparation of documents and funding packages
Ability to work effectively and accurately in a fast paced, high production, professional environment
Strong organizational skills
Effective verbal and written communication skills
Basic math skills

Benefits

Strong benefits

Company

Dext Capital

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Dext Capital provides financing solutions for providers of healthcare through direct lending.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2024-11-11Debt Financing
2023-05-04Debt Financing

Leadership Team

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Kyin Lok
CEO & Founding Board Member
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Scott Eshleman
Chief Risk Officer
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Company data provided by crunchbase