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Rose International

Loan Documentation Specialist - Leasing & Loan Operations

Career Insights for Document Control / Management Specialist

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Based on Minnesota data

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What they do

A Document Control or Management Specialist manages written and electronic documents for an office or company. Develops or maintains systems for keeping track of documents, including labeling, retrieving, distributing, recovering and destroying documents as needed.

$45,817 / year median in Minnesota

-0% projected decline

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Job Description

Required Education:
  • High School Diploma or equivalent
Required Skills:
  • Two to four years of experience in leasing or other related experience
Preferred Skills:
Thorough knowledge of products, terminology, closing policies and procedures, funding policies, underwriting requirements, legal documents, and systems related to assigned area of leasing operations.

Thorough knowledge of applicable credit policies and approval processes for assigned product(s), as well as applicable laws and regulatory requirements.

Ability to work with multiple functional areas to solve complex documentation needs.

Ability to apply critical thinking for all elements of lease/loan documentation construction.

Ability to master multiple software applications, strong PC skills.

Strong mathematical skills and general knowledge of basic accounting procedures used within the assigned area.

Proven commitment to quality customer service and ability to work well with customers.

Strong general office skillsExcellent verbal and written communication skills
Responsibilities:
  • Performs a variety of functions within leasing operations to ensure accurate and efficient operations, such as preparation of client and end-user documentation for funding lease transactions across multiple business lines.
  • Processes documents for Scanning, Retention, incoming mail, and processing one-time payments.
  • Accomplishes tasks within a designated time frame and provides high-quality support to both internal and external clients.
  • Provides additional support to areas within the Documentation Department with requests for pricing and other tasks as needed.
  • Only those lawfully authorized to work in the designated country associated with the position will be considered.
  • Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.