Documentation Analyst

🕒 February 25

🗽 New York – Remote

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💵 $65k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧐 Analyst

👻 Ghost score 45%

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Logo of NextGen Equipment Finance

NextGen Equipment Finance

1001 - 5000 employees

Founded 2003

📦 Logistics

💼 Consulting

🏭 Manufacturing

Logistics • Consulting • Manufacturing

NextGen Equipment Finance is a specialized equipment finance and leasing firm that provides vendor and end-user financing, asset management and tailored funding solutions to businesses. Its senior management team averages over 20 years of experience and the firm has funded over $3 billion in transactions. NextGen offers operating and finance leases, project and bundled finance structures, managed and cloud services financing, and customizable documentation and billing to support manufacturers, distributors, service companies, logistics firms and private equity‑backed businesses. The company emphasizes flexible, creative financing to preserve cash flow, enable equipment upgrades, and drive vendor sales through embedded financing programs.

📋 Description

• Generate live lease documentation quickly and accurately • Audit data, attachments, and Document Request Forms submitted through the front-end system • Determine sales tax treatment on a contract-by-contract basis • Prepare funding packages for sale to lenders • File UCC-1 and UCC-3 financing statements • Update document templates upon request • Review executed documentation packages for accuracy against internal credit, legal, and documentation guidelines • Compile funding checklists for sales and operations departments • Submit leases for transmission and booking in the back-end system • Manage the insurance portfolio and ensure compliance • Set up and issue live documents through an electronic signature platform • Follow up on post-closing items • Assist with title/registration requests submitted to a third-party vehicle title processor • Collaborate with operations, syndications, and sales departments • Report to the EVP of Operations

🎯 Requirements

• Detail-oriented with excellent organizational skills • Ability to work independently and collaboratively in a fast-paced team environment • Well-rounded understanding of the leasing life cycle and funding requirements • Effective decision-making aptitude and sound judgment • Minimum of a Bachelor’s Degree • 2-5 years of experience • Preference for equipment finance industry and/or contract generation experience • Proficient in Microsoft Word and Excel • Ability to sit or stand up to 8 or more hours • Ability to type, maneuver, handle, or feel using hands • Ability to walk and reach with hands and arms • Ability to occasionally stand, stoop, kneel, crouch, or crawl • Ability to occasionally lift and/or move up to 40 pounds • Close vision and ability to adjust focus

🏖️ Benefits

• Competitive pay • Incentive opportunities and bonus potential • Medical, dental, and vision coverage starting day one • 401K with match • Company-paid life insurance and disability coverage • 8 paid holidays • Paid time off accruing with tenure • Training and mentoring • Continued learning and growth opportunities • Remote work arrangement

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