Documentation Specialist

Job Summary

Great America Financial Services is seeking a Documentation Specialist to play a key role in ensuring our financial transactions are accurate, compliant, and processed efficiently.

• Review signed agreements to ensure alignment with company policies and standards.
• Prepare and file UCCs through ILien to protect company interests.
• Calculate taxes, residuals, and payment structures with precision.
• Accurately input data and initiate invoicing through our origination platform.
• Communicate with customers via phone and email to resolve documentation issues.
• Restructure contracts when needed, including equipment swaps, tax updates, or payment changes.
• Make independent decisions to keep transactions flowing and customers satisfied.

• Associate’s degree required;
  Bachelor’s in Business or related field preferred.
• Experience in finance or leasing is a plus.
• Strong attention to detail and accuracy.
• Excellent communication and problem‑solving skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with Infolease, Onbase, or similar platforms is a bonus.
• Ability to multitask and thrive in a fast‑paced environment.

Monday–Friday, 8:00AM–5:00PM. Overtime on the last business day of the month is expected to ensure customer success.

• Competitive compensation and monthly bonuses for eligible employees.
• 401(k) with company match.
• Annual profit sharing.
• Paid time off, including vacation, sick days, and holidays.
• Health, dental, vision, and disability insurance.
• Company‑paid life insurance, FSA, HSA.
• Employee assistance program and parental leave.
• Education and career planning benefits, tuition assistance, networking and leadership development opportunities.
• Paid parking, hybrid work arrangements, and a business‑casual environment.

Applicants must be authorized to work in the U.S. The company does not sponsor or take over sponsorship of employment visas.