Job Description
We are seeking a meticulous and detail-oriented Financial Transaction Documentation Specialist to review financial transaction documentation, ensuring legal enforceability and adherence to company policies. This role requires you to establish the company’s security interests in equipment, analyze documents to reflect customer intentions, and collaborate with various teams to provide timely solutions.
ResponsibilitiesReview financial transaction documentation to ensure legal enforceability and adherence to company policies.Establish the company’s security interests (UCC and/or Title) in the equipment.Analyze documents to ensure customer intentions are reflected accurately.Execute documents on behalf of the company.Ensure proper upload of transactions into appropriate systems for booking, funding, tracking, and invoicing.Ensure information entered is in conformance with program requirements, company policies, and pricing and profitability parameters.Act as the last line of defense for adherence to company Know Your Customer policies as well as various state, federal, and provincial regulations.Interface cross-functionally with areas such as Sales, Sales Support, Credit, Legal, and Operations to resolve pre- and post-booking transactional, customer, and dealer issues.Contribute to department efficiencies by identifying opportunities for improvement and participating in projects to develop and implement solutions.Participate in ongoing policy and procedure review and development.Work simultaneously in multiple systems.Take initiative to seek and participate in formal and informal training opportunities to enhance your knowledge and value to the company.Skills & QualificationsAssociate's/Vocational Degree or equivalent business experience is preferred.Previous experience in the financial services industry or in an administrative role is preferred.Basic knowledge of leasing and/or financial service products is preferred.Work EnvironmentThis is a hybrid position requiring local candidates only (must be within 50 miles of Johnston, IA office). In-office attendance is required 8 times per month, with 2 of these days being Monday or Friday. Typical working hours are Monday through Friday, 8:00 AM - 4:30 PM CST, with optional overtime during peak periods. Our company offers a fun and casual working environment, competitive pay, casual dress code, tuition reimbursement, wellness initiatives, career development opportunities, active employee group events, paid community involvement time, convenient parking, and opportunities for flexible hours with the possibility to work from home.Pay and Benefits
The pay range for this position is $18.00 - $20.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Johnston,IA.
Application Deadline
This position is anticipated to close on Feb 12, 2025.
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\n \n About Aston Carter:\n
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
\n Diversity, Equity & Inclusion\nAt Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:
\n Hiring diverse talent\n Maintaining an inclusive environment through persistent self-reflection\n Building a culture of care, engagement, and recognition with clear outcomes\n Ensuring growth opportunities for our people\nThe company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
\nIf you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.
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