Documentation Specialist at Tustin Recruiting

We are hiring a meticulous and proactive Documentation Specialist to join our client’s team in Irvine, CA. This on-site role is vital for managing the documentation process for commercial equipment lease and loan transactions, ensuring smooth and compliant transaction flows from start to finish. If you are organized, detail-oriented, and thrive in a collaborative environment, this is the opportunity for you.

Key Responsibilities

• Assist in processing lease and loan transactions from origination to funding.
• Prepare and file UCC Financing Statements accurately and in a timely manner.
• Review UCC lien searches, resolve conflicts, and obtain necessary agreements.
• Ensure proper execution, organization, and maintenance of documents in compliance with company policies.
• Address and resolve pre- and post-funding documentation exceptions.
• Collect, track, verify, and reconcile vendor invoices and proof of payments.
• Confirm wire instructions and manage proper disbursements.
• Collaborate with internal teams (sales, accounting, syndication) and external parties (vendors, customers) to manage equipment titling and other documentation needs.
• Monitor and track insurance renewals and ensure compliance with transaction requirements.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• Exceptional organizational and communication skills.
• Familiarity with UCC filing and lien search processes is a plus.
• Proficiency in CRM tools and Microsoft Office Suite.
• Strong problem-solving and multitasking abilities.

Benefits

• Competitive salary.
• Health, dental, and vision insurance.
• 401(k) with company match.
• Generous PTO and paid holidays.
• Employee Stock Ownership Plan (ESOP) for long-term financial growth.
• Opportunities for professional development and career advancement.