GreatAmerica · 1 day ago
Documentation Specialist
Cedar Rapids, IA
Full-time
Hybrid
New Grad, Entry LevelGreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. They are seeking a Documentation Specialist to ensure financial transactions are accurate, compliant, and processed efficiently, while delivering exceptional customer service.
Financial ServicesInformation TechnologyInsurance
No H1B
Responsibilities
Be the Quality Gatekeeper: Review signed agreements with a sharp eye for detail, ensuring every document aligns with our policies and standards
Secure the Deal: Prepare and file UCCs through ILien to protect our interests and ensure smooth funding
Crunch the Numbers: Apply your financial savvy to calculate taxes, residuals, and payment structures with precision
Drive the Process: Accurately input data and initiate invoicing through our origination platform
Solve & Support: Communicate with customers via phone and email to resolve documentation issues and keep deals moving forward
Adapt on the Fly: Restructure contracts when needed - whether it’s equipment swaps, tax updates, or payment changes
Own Your Workflow: Make independent decisions that keep transactions flowing and customers happy
Qualification
Required
Associate's degree required; Bachelor's in Business or related field preferred
Experience in finance or leasing is a plus
Strong attention to detail and accuracy
Excellent communication and problem-solving skills
Proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with Infolease, Onbase, or similar platforms is a bonus
Ability to multitask and thrive in a fast-paced environment
Benefits
Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Paid Vacation - starting at 80 hours annually for employees in their first year of service.
Paid Sick Days - Ten (10) per year with a conversion option for unused time.
Ten (10) Paid Holidays per year
Gym Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Short-Term and Long Term Disability
Company Paid Life Insurance
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
Employee Assistance Program
Parental Leave
Tuition Assistance
Networking Opportunities
Leadership Development Opportunities
Paid Parking
Service Awards
Hybrid work arrangements
Business casual environment
Company
GreatAmerica
GreatAmerica is the largest, family-owned national commercial equipment finance company in the United States.
Founded in 1992
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$655.26M2024-02-05Debt Financing· $655.26M
2004-01-01Private Equity
Leadership Team
Martin Golobic
Co-Chief Executive Officer
Matthew Mueller
Executive Vice President & Chief Operating Officer
Recent News
2025-11-14
Equipment Leasing and Finance Association
2025-09-24
Company data provided by crunchbase