Processes and reviews equipment finance contracts for accuracy, completeness, and compliance with credit policies. Creates documentation, maintains digital and physical files, enters transaction data, coordinates with sales and credit teams, supports credit application processing, handles incoming calls, prepares correspondence, and contributes to process improvement projects.
Description
Department: Operations
Reports to: Inside Sales Manager
Pay Scale: $38,000 - $48,000 annually (based on experience and qualifications). This position is eligible for quarterly gainsharing based on company performance
Summary:
Geneva Capital LLC is a dynamic national equipment finance company. We remain focused on long-term growth, providing professional opportunities and promoting teamwork. We are looking to add a hardworking and highly motivated individual to our Operations Team.
Duties and Responsibilities:
Documentation Processing:
- Review documentation requests for compliance with credit approval and established policies/guidelines
- Identify and create appropriate contract documents
- Review returned contracts for accuracy and completion
- Compile files (digital and physical) in a standard manner for ease of information retrieval
- Be subject matter expert for questions regarding contract documents
- Periodically review and recommend changes to documents and processes
- Enter transaction details into software system (equipment data, pricing calculations, tax treatment identification)
- Communicate with Sales Team (Inside and Outside) regarding alterations needed to comply with credit parameters, company policy and guidelines
- Engage with Credit Team for understanding and assurance of compliance with required terms and conditions
- Ensure the timely attention to all requests
Administrative/Miscellaneous:
- Maintain data within software for completeness, accuracy, and consistency
- Assist in the servicing of incoming calls
- Prepare and proof various correspondence upon request
- Assist in the processing and review of credit applications
- Take part in and lead miscellaneous project
Additional duties may be assigned
Required Skills and Qualifications:
- Excellent verbal and written communication skills
- Excellent attention to detail and organizational skills
- Ability to prioritize and manage multiple tasks
- Highly Proficient in Microsoft applications, specifically Microsoft Word
Preferred Skills and Qualifications:
- Post-secondary degree in Business
- Experience working in Salesforce and/or DocuSign
Physical Demands:
- Prolonged periods sitting/standing at a desk and working on a computer
Supervisor Responsibilities:
- This job has no supervisory responsibilities
Benefits:
- Comprehensive medical, dental, vision and life insurance
- Voluntary long-term disability, AFLAC and supplemental life coverage options
- Generous 401(k) match and profit-sharing opportunities
- Performance based gain sharing and annual bonus potential
- Employee wellness program
Similar Jobs
Big Data • Cloud • Information Technology
Prepares, sorts, and scans hardcopy documents into high-quality electronic images while meeting daily production goals. Maintains document order, follows imaging procedures, completes tracking documentation, communicates production updates, and keeps the work area clean. Requires attention to detail, accuracy, sustained productivity, English communication skills, independent work ability, and lifting up to 50 pounds. This is a temp-to-hire position with a 5:30 a.m. to 2:00 p.m. shift.
Top Skills:
Document ScanningElectronic ImagingPc
Big Data • Cloud • Information Technology
Prepares, sorts, and scans high volumes of hard-copy records into accurate digital images. Maintains document order, meets strict production and typing requirements, communicates job updates with Imaging Center personnel, follows process standards, and completes tracking documentation in a clean work environment.
Top Skills:
Document Scanning HardwarePc Operations
Big Data • Cloud • Information Technology
Scan and convert physical records into accurate digital assets. Responsibilities include preparing, sorting, scanning, reassembling, sequencing, indexing, and quality-checking documents; maintaining tracking logs; meeting production schedules; and keeping the workspace organized. The role requires attention to detail, sustained productivity, basic computer skills, adaptability, English communication, and reliable attendance. Training is provided, with temp-to-hire potential.
Top Skills:
High-Capacity Scanning HardwareImaging Software
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
