Documentation Administrator I
Canon Financial Services, Inc. is a dynamic organization committed to delivering innovative financial solutions. They are seeking a Documentation Administrator I to support partners in financing opportunities by auditing transactions and ensuring adherence to risk policies and procedures.
Responsibilities
- Review, analyze, and process financial contracts and supporting documentation within established authority level
- Ability to evaluate transactions pursuant to the Canon Financial Services operational guidelines, as well as company policies and procedures
- Maintain exceptional service levels throughout the funding process, ensuring timely and efficient handling of all transactions
- Develop expertise in CFS systems (Nexus, Odessa, Unified Desktop, Salesforce) to ensure precise input of all key data points of a transaction to commence accurate customer invoicing
- Develop and maintain effective working relationships with inside and outside sales teams
- Ability to think outside the box and be resourceful in reaching resolutions
- Strong written and verbal skills
- Ability to articulate problems, solutions and resolutions with all customers and all levels of the organization
- Process account adjustments post-booking to modify existing contracts
Skills
- High school diploma or vocational training or equivalent required
- 1-2 years related work experience in a similar role or industry
- Strong problem-solving and organizational skills
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
- Proficiency in basic computer applications and relevant tools
- Demonstrated ability to manage multiple tasks and meet deadlines
- Commitment to maintaining accuracy and attention to detail
Benefits
- Medical
- Dental
- Vision
- 401(k) Savings Plan
- Discretionary profit sharing
- Discretionary success sharing
- Educational assistance
- Recognition programs
- Vacation
- And much more
Company Overview