Western Equipment Finance · 1 day ago
Documentation Review Specialist
Marshall, MN
Contract
Onsite
Entry Level
$37K/yr - $55K/yr
2+ years expWestern Equipment Finance is a company that emphasizes respect, creativity, and effective communication in its work environment. They are seeking a Documentation Review Specialist responsible for reviewing and validating executed contract packages for accuracy and completeness, ensuring compliance with credit requirements, and collaborating with internal departments and vendors for a superior customer experience.
FinanceFinancial ServicesLeasing
No H1B
Responsibilities
New Document Review: Review in detail signed documentation package to ensure it has correct signatures, payment schedule, collateral information and all required documentation to meet credit approval requirements
Verification and comparison of database to ensure consistency between documentation and the database
Perform Verbal Verifications: Verify various information on each contract to ensure accuracy. This entails calling customers and authorized personnel to review contract information. During this verification process fraud prevention checks are completed, payment information is verified to be accurate and equipment information/location is confirmed
UCC Article 9 Liens: Submitting necessary UCC liens required for non-titled equipment and completing lien searches in the UCC data base as needed to verify security position in our collateral
Review Copies of Titles: Review titles to ensure accuracy of buyer, seller, and lien holder
Ensure all funding requirements are met and approve vendor invoice for payment
Additional Tasks as Needed: Include reviewing daily task reports and follow-up with Sales Department for missing document requirements
Review and follow-up of vendor holdback accounts for pay out of VHB funds
Process and Sort Daily Mail
Save Electronically Signed Contracts to be uploaded into Document Repository System
Other duties as assigned
Qualification
Required
Review in detail signed documentation package to ensure it has correct signatures, payment schedule, collateral information and all required documentation to meet credit approval requirements
Verification and comparison of database to ensure consistency between documentation and the database
Perform Verbal Verifications: Verify various information on each contract to ensure accuracy. This entails calling customers and authorized personnel to review contract information
UCC Article 9 Liens: Submitting necessary UCC liens required for non-titled equipment and completing lien searches in the UCC data base as needed to verify security position in our collateral
Review Copies of Titles: Review titles to ensure accuracy of buyer, seller, and lien holder
Ensure all funding requirements are met and approve vendor invoice for payment
Additional Tasks as Needed: Include reviewing daily task reports and follow-up with Sales Department for missing document requirements
Review and follow-up of vendor holdback accounts for pay out of VHB funds
Process and Sort Daily Mail
Save Electronically Signed Contracts to be uploaded into Document Repository System
Other duties as assigned
Associate's degree or Two-Year College Equivalent in Business, finance, or administrative program preferred with 2+ years of work experience in a financial setting preferred
Benefits
Health Benefits: Medical, dental, and vision insurance
Retirement Benefits: 401 (k), ESOP participation
Paid Time Off (PTO): PTO, sick leave, and holidays
Other Benefits: life insurance, employee assistance programs, professional development opportunities, wellness programs, educational assistance.
Company
Western Equipment Finance
Western Equipment Finance provides equipment finance and leasing services for a wide range of industries.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase