Documentation Contractor, Support
Blackbird LabsSalary not specified
Full Time
Junior (1 to 2 years)
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
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What compensation and benefits are offered for the Documentation Specialist role?
The position offers competitive compensation and monthly bonuses for eligible employees, along with a comprehensive benefits package including 401(k) with company match, annual profit sharing, paid time off, health insurance, dental, vision, disability, life insurance, and flexible spending accounts.
Is the Documentation Specialist position remote or office-based?
This information is not specified in the job description.
What skills and experience are required for the Documentation Specialist role?
An Associate's degree or equivalent experience is required (Bachelor's preferred), proficiency in Microsoft Office (Word, Excel, Outlook), and financial or leasing experience is preferred. Knowledge of Booking Platform, Infolease, and Onbase is also mentioned.
What is the company culture like at GreatAmerica Financial Services?
The company emphasizes a team-based operating approach, principle-centered business philosophy, exemplary customer service, and a culture where sharing rewards is integral, with expectations for overtime on the last business day of the month to ensure customer success.
What makes a strong candidate for the Documentation Specialist position?
Strong candidates will have an Associate's degree or equivalent, financial or leasing experience, proficiency in Microsoft Office, the ability to work in a team, and independent decision-making skills for handling transactions and compliance.
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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