Dext Capital · 1 day ago
Senior Documentation Specialist
Lake Oswego, OR
Full-time
Onsite
Mid, Senior Level
$65K/yr - $80K/yr
5+ years expDext Capital is a National, innovative financial services company headquartered in the Portland Metro area. They are seeking a motivated individual to join as a Senior Documentation Specialist, responsible for coordinating documentation of complex equipment loan/lease transactions and providing leadership to the Documentation Team.
Angel InvestmentFinancial ExchangesFinancial ServicesHealth CareImpact InvestingVenture Capital
Responsibilities
Coordinate and complete documentation of large ticket, complex equipment loan/lease transactions in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated timeframes
Actively 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
Work with legal counsel on lease/loan contract negotiations
Provide leadership and training to the members of the Documentation Team
Identify opportunities for improving the efficiency and effectiveness of the lease documentation and administration process. Develop and implement new procedures to streamline processes in the large ticket space and enhance customer satisfaction
Collaborate with other departments such as legal, finance and credit to facilitate efficient lease documentation and administration
Qualification
Required
Experience working in lease sales support roles
Documentation and contracts administration in a commercial equipment finance and leasing setting
Excellent communication skills
Attention to detail
Preferred
5 Years experience in Equipment Finance Documentation
Thorough knowledge of legal documents used to support commercial leases/loans originations
Advance knowledge of UCC laws and state regulations
Experience working 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
Experience with Aspire Preferred
CLFP Preferred
Benefits
Strong benefits
Exceptional culture
Countless opportunities for growth and advancement
Company
Dext Capital
Dext Capital provides financing solutions for providers of healthcare through direct lending.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-11-11Debt Financing
2023-05-04Debt Financing
Leadership Team
Kyin Lok
CEO & Founding Board Member
Scott Eshleman
Chief Risk Officer
Recent News
newswire.com
2024-11-11
2024-04-25
2024-03-26
Company data provided by crunchbase