Associate Documentation Specialist - Small Ticket

D

Dext Capital LLC

Posted 3 months ago

Full Time

Lake Oswego, Oregon

In Person

Smart Summary

Responsibilities

Coordinate the preparation of equipment loan and lease packages while ensuring compliance with regulatory guidelines and investor standards. Manage the closing and funding process, including calculating costs, disbursing funds, and performing daily account reconciliations.

Qualifications

You have general knowledge of legal documents used in commercial leases/loans and can apply critical thinking to loan documentation construction. You are able to master various software, work effectively in a fast-paced environment, and possess strong organizational and communication skills.

Must Have Skills for ATS

legal documents

loan documentation

document preparation

cash posting

contract adjustment

account reconciliation

Job Description

Job Duties/Responsibilities:

  • Coordinate preparation of equipment loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated timeframes
  • 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.
  • Daily Cash posting, contract adjustment and account reconciliation work.

Experience Requirements:

  • General knowledge of legal documents used to support commercial leases/loans
  • Ability to work 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
  • Basic math skills

D

Dext Capital LLC

Dext Capital is an independent equipment finance company with strong financial sponsorship and an incredible team of industry veterans with over 150 years of combined leasing experience. The executives for Dext have brought together talent and knowledge to create an equipment finance company the “right way” - enabled by innovative technology and effective use of data, unburdened by current barriers to customer excellence, and focused on successful growth due to employing the best people and embracing a respectful culture.
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria