Documentation Specialist

Company Overview

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 but not limited to 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 Reston, VA corporate headquarters.

• Bachelor’s Degree from an 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 UCCs and work with internal departments to ensure a smooth process throughout the life cycle of the agreement.
• Utilize judgment to escalate 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 changes.
• 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.
• Organize multiple loan cases and 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 with high attention to detail.
• Handle escalated issues and devise solutions for resolution, utilizing third‑party vendors, customers, team members, and brokers while maintaining relationships.
• Answer calls and provide quick, accurate responses with little preparation time.
• Learn quickly and work in a fast‑paced environment.
• Function effectively as part of a group, sometimes passing work back and forth to achieve a common goal.
• Flexibility in prioritizing workload and adapting to new tasks suddenly.
• Communicate to all levels—including credit associates, titling associates, finance associates, brokers, upper management, and customers—effectively.
• Strong drive to achieve goals and promote the company’s values.
• Act proactively on follow‑up and workload time permitting.
• Takes ownership and follows up on issues.
• Work with a team spread across the country via Teams, e‑mail, Zoom, and more.
• Work with time constraints to reach a common deadline of funding cut‑off time.
• Clearly communicate with other associates in a positive manner about errors and prevention strategies.

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

Associate

Full‑time

Administrative