Job Description

Dakota Financial has an excellent career opportunity for an articulate, detail-oriented Funding Coordinator/Documentation Specialist with 5+ years of experience. A successful Funding Coordinator / Documentation Specialist will be able to take control of the funding process once documents are received and ensure they are in order prior to funding.   If you enjoy being part of a fast-paced environment and are looking for an exciting opportunity at a growing company, this position may be for you.  

ESSENTIAL JOB RESPONSIBILITIES/KEY DUTIES

o Take control of all transactions once the signed documents are returned by the customer ·

o Confirm that all required documents are included and are executed properly ·

o Match the documents to the credit approval to assure all credit requirements are met ·

o Provide a list of ALL missing documents or improperly executed documents including improperly formatted invoices, vendor payment info, and communicate with the credit underwriter to decide who is responsible for which piece of information. ·

o Track all the requested missing items, and follow-up promptly & regularly ·

o Confirm that the doc package is complete in all respects before sending to funding

REQUIREMENTS

o Data entry skills – excellent computer knowledge, office, excel, pdf ·

o Excellent phone manners & customer service skills ·

o Positive attitude & aggressive personality to get results and to get deals to Funding Department

BENEFITS

• Medical, Dental and Vision insurance for employee and dependents, 100% paid for by the company

• 401(k) plus company match

• Generous vacation policy

• Fun company outings

• Weekly catered lunches

Company Description

Dakota Financial is an established asset-based finance company with a proven 20 year track record of success. The company provides equipment leasing/finance solutions to small businesses throughout the United States. We specialize in providing funding for those who cannot obtain financing from traditional sources.