Geneva Capital

Alexandria , MN

Documentation Specialists

Geneva Capital
Alexandria, MN Full-time
Posted on February 28, 2019

Geneva Capital, LLC is a rapidly growing, national equipment finance company.

We are currently seeking a highly-motivated individual to join our Documentation Specialists team at our headquarters in Alexandria, MN.

Full-time. Monday - Friday, 8:00 AM - 5:00 PM.

The Documentation Specialist must be a detail oriented individual capable of working in a fast-paced and unpredictable environment. This person needs to be able to quickly prioritize and complete incoming requests from customers, sales reps, analysts, and management in a consistent and accurate fashion. They must also be willing to accept and meet the responsibility of maintaining the integrity of data, financial position, and overall quality of Geneva Capital.

Duties:

Sales Assistance:

  • Enter transaction details into software system (equipment data, pricing calculations, tax treatment identification)
  • Promptly communicate with customer to secure the return of contracts
  • Provide customer service by answering contract questions
  • Inform key stakeholders of transaction progress
  • Ensure the timely issuing of purchase order to vendors
  • Efficiently guide transaction from order to funding

Documentation Processing:

  • Review documentation requests for compliance with credit approval and established policies/guidelines
  • Identify and create appropriate contract documents
  • Review returned contracts for accuracy and completion
  • Contact customers for missing information - liaison between sales reps, vendors, and internal staff
  • Compile files (digital and physical) in a standard manner for ease of information retrieval
  • Be subject matter expert for questions regarding contract documents
  • Periodically review and recommend changes to documents and processes
  • Complete verbal verifications and maximize interim rent revenue

Administrative/Miscellaneous:

  • Maintain data within software for completeness, accuracy, and consistency
  • Assist in the servicing of incoming calls - answer all calls after the second ring or earlier
  • Prepare and proof various correspondence upon request
  • Assist in the processing and review of credit applications
  • Take part in and lead miscellaneous projects

Growth:

  • Geneva Capital requires all employees to be highly self-motivated individuals with an understanding of true "team" focus, constantly seeking to improve themselves and the organization through ongoing education and self-improvement.

Benefits & Compensation:

Geneva Capital is a fast-paced finance company focused on long-term growth and providing professional opportunities.

We value out employees and promote teamwork and camaraderie, which are important parts of our everyday culture.

Full-time employees enjoy:

  • Competitive salaries
  • Gain sharing
  • Bonuses
  • Health insurance with HSA
  • 401(k) with profit-sharing
  • AFLAC
  • Health club membership reimbursement
  • Paid vacation & holidays
  • Casual attire
  • Optional team social gatherings including frequent team breakfasts
  • New office space with convertible stand-up work-spaces, on-site lounge, full kitchen & more.