Credit & Documentation Specialist
Hours: Monday through Friday 8:30 to 5:00 PM
Location: Rochester, Indiana
Pay $22.00-$23.00 per hour
POSITION SUMMARY
The Credit & Documentation Specialist owns the financing process from credit preparation through documentation and closing. This role prepares financing opportunities for credit review, structures transactions, coordinates with customers, vendors, investors, and internal teams, and prepares accurate financing documents for funding.
Success in this position requires exceptional attention to detail, strong organizational skills, and the ability to manage multiple transactions while ensuring every deal is accurate, compliant, and moves efficiently from application through closing.
ABOUT OUR COMPANY
Our mission is to help customers buy the vehicles and equipment they need. We understand the cash flow of municipalities, nonprofits and businesses alike so that they can maintain essential services, save lives and make a difference in their communities. We are a fast-paced organization focused on growth, accountability, and delivering exceptional service to every customer we work with.
PERFORMANCE OBJECTIVES
- Gather, organize, and review financial documentation for financing opportunities.
- Structure financing transactions using TValue.
- Verify legal entities and organizational status.
- Prepare complete credit packages for internal review and investor submission.
- Review financial statements and supporting documentation.
- Track financing opportunities and maintain accurate Salesforce records.
- Complete Financial Analysis for each customer, when applicable
- Coordinate with customers, vendors, sales representatives, banks, investors, and funding partners.
- Prepare financing documents, contracts, amendments, and closing packages.
- Prepare titles, UCC filings, and IRS Form 8038-G documentation when applicable.
- Verify wire instructions and customer payout information.
- Proof all documentation for completeness, accuracy, and compliance.
- Maintain organized electronic deal files using approved company systems.
- Coordinate document execution and funding through closing.
- Identify workflow improvements that increase efficiency and accuracy.
- Answer incoming calls.
- Complete daily professional development and perform other duties as assigned.
KEY COMPETENCIES
- Highly organized and process driven
- Exceptional attention to detail
- Strong analytical and problem-solving skills
- Excellent written and verbal communication
- Comfortable working with financial documentation and contracts
- Strong follow-through and accountability
- Maintains confidentiality
- Positive, team-oriented mindset
- Commitment to operational excellence
EDUCATION AND EXPERIENCE
- Associate or Bachelor's degree preferred but not required
- Experience in credit processing, lending, equipment financing, documentation, or financial services preferred but not required
- Experience reviewing financial statements and contracts preferred but not required
- Salesforce, Adobe Acrobat, Dropbox, DocuSign, and Microsoft Office proficiency
- TValue experience is a plus
- Municipal leasing or equipment financing experience is beneficial
- Health Insurance
- Paid Holidays
- PTO Program
- Simple IRA Program
- Life Insurance
- Professional Training & Development Opportunities
- Potential to earn bonuses based on company performance
BENEFITS
- Health Insurance·
- Paid Holidays
- PTO Program
- Simple IRA Program
- Life Insurance
- Professional Training & Development Opportunities
- Potential to earn bonuses based on company performance
PHYSICAL REQUIREMENTS
- Primarily desk-based work involving computers and office systems.
- Ability to manage multiple priorities in a fast-paced environment.
- Frequent interaction with employees throughout the workday.
- Occasional travel for meetings or training may be required.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role.
COMMITMENT TO DIVERSITY
Republic First National is committed to building a diverse and inclusive workplace. We believe a diverse workforce strengthens our ability to serve customers and communities across the country. We are an equal opportunity employer and consider applicants regardless of race, religion, gender, national origin, age, disability, or other protected characteristics.
Pay: $22.00 - $23.00 per hour
Experience:
- financial documentation, contracts, or credit processing: 1 year (Preferred)
Work Location: In person
