Ascentium Non-Titling Documentation Specialist
Core
Prepares and manages loan/lease documentation packages, ensuring accurate execution, workflow management, and compliance with banking policies and regulations.
Role type
Mid-level operational documentation specialist
Builds
Loan and lease documentation packages for business equipment and technology financing
Domain
Financial services / Commercial lending
Required skills
Document preparation, workflow management, data confidentiality, customer service, regulatory compliance (KYC), fraud identification, proofreading, attention to detail
Preferred skills
Banking regulations knowledge, account management software experience, accounting principles understanding
Technologies
All-in-one financial operating system, image archive system
Responsibilities
Prepares customer document packages and titling documents; manages documentation queues; maintains confidentiality of sensitive data; provides customer service via phone/email; coordinates documentation lists with sales and vendors; communicates terms and policies to sales associates; books loans in financial systems; scans documents into archives; identifies fraud and discrepancies; meets volume and quality control goals
Seniority
Junior to Mid-level, hands-on IC