Documentation Specialist

Blue Bridge Financial, Inc. is a specialty equipment finance company providing small and medium‑sized businesses with secured loans for revenue‑producing essential use equipment. Blue Bridge has built a sizable portfolio of well‑performing assets in a wide array of industries including Construction, Manufacturing, Recreational, Restaurants, and more. As a true independent lender, we have a level of freedom to determine how we originate, underwrite, and service our loans that is unparalleled in the industry.

This freedom inspires a work environment that supports creativity and provides extensive growth opportunities within the organization. We have an exciting opportunity for a Documentation Specialist in our Irvine, CA satellite office.

The ideal candidate for this position will work closely with internal documentation staff, brokers, and end customers to prepare and create loan documents for finance agreements. In this position, extreme accuracy, attention to detail, and the ability to multi‑task is required. Strong interpersonal skill, both written and verbally, are required for internal and external communication to effectively perform this role.

• Bachelor’s Degree from accredited college, university, or experience equivalent
• Titling, Lien Perfection, Equipment Finance or Loan Origination knowledge is a plus

• Provide excellent customer service and communication to business partners and borrowers.
• Compose loan documents, review funding packages, file UCC’s and work with internal departments to ensure a smooth process throughout the life cycle of the agreement.
• Utilize judgment to elevate any potential risk discovered during the funding process.
• Prioritize a fluctuating workload to meet deadlines.
• Resolve complex issues, identify process improvement opportunities and work with management to implement.
• Work with our technology groups to correct issues or improve functionality including testing of system changes.
• Review imperative customer information for accuracy across multiple inputs, flag for fraud, and problem‑solve to fund secured loans.
• Organize and create documentation using Microsoft Office, File Explorer, Adobe, and our internal databases.
• Manage and organize both physical and electronic notes and records for your own usage.
• Understand state compliance requirements related to automobiles, vehicular equipment, financial disclosures, and rate regulations.
• Maintain organization of multiple loan cases and be able to speak details on open cases at any moment.

• Ability to multi‑task/organize work and work independently with little supervision.
• Analytical thinking about data received and high attention to detail.
• Ability to handle escalated issues and find solutions using third‑party vendors, customers, and brokers while maintaining relationships.
• Quickly answer calls and provide solutions with minimal preparation time.
• Learn rapidly and thrive in a fast‑paced environment.
• Function as part of a group, sometimes coordinating work across the team.
• Flexible prioritization of workload and adaptability to sudden task changes.
• Communicate effectively at all levels, including credit associates, titling associates, finance associates, brokers, upper management, and customers.
• Strong drive to achieve goals and promote the company’s values.
• Proactive follow‑up on workload time permitting.
• Own and follow through on issues.
• Work with a team spread across the country via Teams, Email, Zoom, and more.
• Work within time constraints to meet funding cut‑off deadlines.
• Communicate positively with associates about errors and preventive measures.

This job description is subject to change and may be amended based on management need and business demands.