Financial Documentation Specialist

Finance & Accounting

Contract to Perm
Apply now

Why You Want To Work Here:

We are a small but growing financial lending institution who helps businesses throughout the country secure loans for necessary business equipment purchases or leases. In this position you’ll be our go-to documentation expert helping with all aspects of providing our customers with the best possible experience working with us. You’ll be able to learn, grown, and feel proud of the work you do each and every day.

Responsibilities of the Financial Documentation Specialist:

  • Provide excellent customer service and communication to business partners and borrowers
  • Compose loan documents, review funding packages, file UCC’s and work with internal departments to ensure a smooth process throughout the life cycle of the agreement
  • Utilize judgment to escalate any potential risk discovered during funding process
  • Ability to effectively prioritize a fluctuating workload to meet deadlines
  • Resolve complex issues, identify process improvement opportunities and work with management to implement
  • Research compliance standards within the industry to ensure our processes align
  • Work with our technology groups to correct issues or improve functionality including testing of system changes

Requirements of the Financial Documentation Specialist:

  • Bachelor’s degree or equivalent experience
  • Proven ability to deliver excellent customer service and build relationships both internally and externally
  • Self-motivated and highly driven to achieve results in a timely manner
  • Demonstrated ability to multi-task while maintaining organization and attention to detail
  • Exceptional verbal and written communication skills combined with experience collaborating with various internal and external stakeholders 
  • Ability to think analytically about data received
  • Ability to demonstrate an incredibly high level of organization and attention to detail
  • Ability to learn quickly and work in a fast-paced environment
  • Ability to function as a part of a group sometimes passing work back and forth to complete common goal
  • Flexibility in prioritizing workload, being able to change to a completely different task suddenly

Financial Documentation Specialist
Reston, VA
Full-time, M-F
$55-60k + Benefits
Apply now

ROCS Grad Staffing serves these cities and more:

Arlington, VA

Fairfax, VA

Alexandria, VA

Reston, VA

Herndon, VA

Vienna, VA

Great Falls, VA

Falls Church, VA

Crystal City, VA

Winchester, VA

National Landing, VA

Oakton, VA

Chantilly, VA

Centreville, VA

McLean, VA

Burke, VA

Clifton, VA

Lorton, VA

Manassas, VA

Purcellville, VA

Sterling, VA

Ashburn, VA

Leesburg, VA

Springfield, VA

Tysons, VA

Washington, DC

Bethesda, MD

Rockville, MD

Frederick, MD

Silver Spring, MD