Documentation Specialist - Adaptive Solutions Group : Job Details

Job Description:

Manages the funding and record-keeping process for new finance contracts.

Key Responsibilities:

• Reviews documentation to ensure contracts are legally enforceable and comply with company policies, including representation and warranty endorsements for funding sources.
• Evaluates received documents to verify they meet the conditions and requirements outlined in the loan/lease credit approval.
• Collaborates with customers and Arrow branch personnel to resolve documentation deficiencies and facilitate funding.
• Serves as a primary contact for obtaining liability and casualty insurance certificates.
• Maintains a status report of all pending funding activities.
• Processes loan and lease modification requests, as well as direct repair loans, and prepares necessary documents for customer signatures upon approval.
• Manages incoming toll invoices on leases, ensuring they are properly categorized as miscellaneous billable items.
• Supports Arrow branch personnel by addressing questions or issues related to company software used for documentation and funding processes.