Documentation Specialist

• 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

Explore Documentation Specialist III at Axos Bank. Review requirements and application details.