Top 3 Document specialist Jobs in Rochester, In

Credit and Documentation Specialist
Republic First National —Rochester, IN
- $22 - $23 an hour
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
15h
Manufacturing Equipment Operator — Heavy-Lift & QC Documentation
CT Polymers —Bourbon, IN
- $16.00 - $17.50 an hour
- 12 hour shift
- Mid-level
- Forklift
- High school diploma or GED
- Health insurance
- Dental insurance
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4d

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Performs mechanical tasks including, but not limited to, mechanical, pneumatic, hydraulic, troubleshooting and repairs of production equipment.
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Credit and Documentation Specialist

Republic First National
Rochester, IN

Quick Apply

Job Details

Full-time
$22 - $23 an hour
15 hours ago

Benefits

Paid holidays
Health insurance
Paid time off
Life insurance

Qualifications

Customer communication

Full Job Description

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

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document specialist jobs in rochester, in

Credit and Documentation Specialist

Manufacturing Equipment Operator — Heavy-Lift & QC Documentation

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