Documentation Specialist I

LEAF Financial Corporation is a national equipment finance company located in Center City Philadelphia, PA. We originate and service the financing of business-essential equipment through vendor programs and have a track record of success that is well known throughout the leasing industry.

Our parent company, Resource America (NASDAQ: REXI) is a specialized asset management company that uses industry specific expertise to generate and administer investment opportunities for its own account and for outside investors in the structured finance, real estate and equipment finance sectors.

 

 Summary:

The Documentation Specialist I works together with Relationship Managers and the Accounting Department to deliver high quality service to our vendors and end users while ensuring that transactions are finalized accurately and funded on a timely basis. The principal focus is to keep our vendors satisfied by effectively managing the process flow of all transactions from the time of documentation is passed for system entry through the funding process.

 

Responsibilities:

Manage transactional review and funding:

o  Conduct timely review of executed lease documentation, auditing for accuracy.

o  Verify terms of lease documentation with customers.

o  Track progress of all transactions via the system.

o  Assist when necessary, the coordination of delivery & acceptance of the equipment and reconcile any issues prior to funding, obtaining any necessary change addendums to ensure correct documentation.

o  Provide proactive oral and written communication and updates regarding status of transactions to ensure timely booking and funding.

o  Prepare transaction files for imaging and securitization post funding and booking.

o  Working with Accounting Dept. to fund transactions within specified time periods.

 

Perform other duties as assigned.

o  Assume job responsibilities for co-workers when they are out of the office.

o  Maintain logs and reports.

 

 Qualifications:

Education and/or Experience:

o  Bachelors Degree desirable and/or or 1-2 years comparable business experience preferred. 

Technical/Functional Skills and Knowledge:

o  Strong PC proficiency using MS Office.

o  Mathematical Skills:  Ability to calculate figures and amounts such as discounts, percentages, interest, and commissions. 

o  Ability to solve practical problems.

o  Detail oriented.

o  Ability to work in a fast paced environment and perform multiple tasks.