Documentation Specialist III

🔥 12 hours ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $68k - $77k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Axos Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Axos Bank is a financial institution offering a range of services including personal and business banking, commercial lending, and investment services. They provide checking and savings accounts, certificates of deposit, mortgages, personal loans, and auto loans. Axos Bank is known for digital banking solutions, including a mobile app that allows customers to manage their finances, make payments, and invest, all from one place. Axos Bank emphasizes advanced data protection for secure online banking and offers high-yield savings accounts and innovative financial tools.

📋 Description

• Manage the documentation and closing process for commercial equipment lease transactions • Review and interpret credit approvals, legal and financial documents, lien searches, and vendor documentation • Review documentation requests containing vendor purchase orders/invoices and pricing, and determine due diligence requirements against final credit approvals • Request and interpret third-party vendor information and complete required vendor due diligence • Complete system-required data entry and select appropriate documents from prior due diligence • Process documentation and send it to the correct party • Coordinate with third-party vendors and customers to determine closing dates • Follow up with customers or agents for accurate and active insurance • Gather all required elements for a clean close, including accurate funding data entry • Process transaction booking through a servicing agent • Clear post-close items and system alerts within 5 business days after final booking • Independently manage incoming documentation requests and work in progress • Communicate with customers, Sales, and third-party vendors regarding open items and closing timelines • Partner with internal service partners to complete transactions • Identify, address, and escalate exceptions and resolve escalated items • Assist with training and onboarding of new hires • Provide responses and documentation for inquiries and ad hoc requests involving specialized programs • Provide feedback on workflow and received work • Participate in projects as a resource or subject matter expert • Work with in-house counsel when applicable • Perform other duties as assigned

🎯 Requirements

• High school diploma or equivalent required; bachelor's degree preferred • 3+ years of experience in commercial lease documentation, contracts, financial services, or a related field • Strong knowledge of documentation, funding, closing, and business processes • Exceptional attention to detail • Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint • Strong written, verbal, and interpersonal communication skills • Highly organized and self-motivated with the ability to manage multiple priorities and deadlines • Ability to work independently, exercise sound judgment, and adapt quickly in a fast-paced environment • Experience training, mentoring, or leading team members preferred • Commitment to operational excellence, risk management, policy compliance, and customer service • Ability to approve fundings and document signings within established authorization limits • Prolonged periods of computer and telephone use • Occasional travel may be required • Successful completion of a credit check, criminal background check, and pre-employment drug screening, including screening for marijuana • Must satisfy employment eligibility verification requirements through E-Verify

🏖️ Benefits

• Eligible for an Annual Discretionary Cash Bonus Target: 10% • Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% • Medical, Dental, Vision, and Life Insurance • Paid Sick Leave • 3 weeks’ Vacation • Holidays (about 11 a year) • HSA or FSA account • Other voluntary benefits • 401(k) Retirement Saving Plan with Employer Match Program • 529 Savings Plan • Employee Mortgage Loan Program • Free access to an Axos Bank Account with Self-Directed Trading