Documentation Specialist at Hartford Financial Services

Cedar Rapids, Iowa, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Equipment LeasingIndustries

Requirements

Associates degree required or equivalent applicable experience required
Bachelor’s degree in Business or related field preferred
Financial or Leasing experience preferred
Proficient in Microsoft Office including Word, Excel and Outlook
Knowledge of Booking Platform, Infolease, and Onbase
Must be able to work in a team environment
Overtime on the last business day of the month is an expectation
Applicants must be authorized to work for any employer in the U.S

Responsibilities

Review signed agreement documents for accurate information and compliance with GreatAmerica Policies and procedures
Confirm accurate phone number for lessee with a third party source to aid in preventing fraud
Verify equipment satisfaction, terms and billing information with End-Users and answer any questions
Accurately prepare UCCs and submit them through ILien to secure a purchase money security interest
Apply knowledge and ability to understand calculations for financial transactions, including sales and property taxes, variable payments, residuals, rates and yields
Input data accurately and process transactions in origination platform to commence End-User invoicing
Communicate via phone and/or email with Customers to resolve Documentation issues on transactions
Take incoming End-User and Customer calls and answer questions and/or respond to the needs of the caller
Restructure contracts based on the needs and details of the transaction (e.g., equipment exchanges, payment changes, tax changes)
Independent decision making ability with transactions and workflow

Skills

Microsoft Office

UCC Filings

ILien

Financial Calculations

Lease Documentation

Fraud Prevention

Contract Restructuring

Customer Service

Hartford Financial Services

Insurance and financial services provider

About Hartford Financial Services

Hartford Financial Services provides insurance and financial products designed to protect individuals and businesses. Their offerings include various types of insurance, such as auto, home, and business insurance, as well as retirement and investment solutions. The company focuses on ensuring that clients are safeguarded against risks while also aiming to create a positive impact in the community. Unlike many competitors, Hartford Financial Services emphasizes a commitment to human achievement, striving to support clients in ways that extend beyond traditional insurance coverage. The goal of the company is to empower individuals and businesses to thrive by providing comprehensive protection and contributing to societal well-being.

Hartford, ConnecticutHeadquarters

1810Year Founded

$77.7MTotal Funding

N/ACompany Stage

Social Impact, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

Hybrid Work Options

Remote Work Options

Tuition Reimbursement

Risks

AI-driven solutions like HOMEE increase competition in P&C insurance.

Beam Benefits' growth challenges Hartford's market position in employee benefits.

Superscript's funding may disrupt traditional insurance models Hartford relies on.

Differentiation

Hartford is recognized as one of the World's Most Ethical Companies.

The Hartford's critical illness insurance covers a wide range of health conditions.

Partnership with CAPE Analytics enhances Hartford's risk assessment with geospatial intelligence.

Upsides

AI-driven claims management adoption boosts efficiency in insurance processing.

Digital transformation with Beam Benefits simplifies employee benefits processes.

Geospatial intelligence from CAPE Analytics improves risk assessment and underwriting.

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