Documentation & Funding Specialist (MBJ) - Must have Accounts

In this role, you will assess application-only credit submissions by evaluating asset loan-to-value (LTV) ratios.

Documentation & Funding Specialist (MBJ) -MUST have Accounts

Position Summary 

We are seeking a Documentation & Funding Specialist to join our Operations team. This role is critical in ensuring the accurate preparation, review, and execution of legal documentation related to equipment finance transactions. The ideal candidate is detail-oriented, cautious, and thrives in a fast-paced environment where precision and efficiency are equally important. 

Key Responsibilities 

Documentation Duties: 

• Review credit approvals and transaction details to create accurate legal documentation packages. 

• Generate, proofread, and distribute documentation to customers for signature. 

• Communicate with internal teams and customers to coordinate document completion and resolve issues. 

Funding Duties: 

• Review executed documents and related items (e.g., invoices, insurance ACORDs, titling documents,etc.) for accuracy, completeness, and legal enforceability. 

• Ensure contracts meet internal compliance requirements and protect the company’s perfected security interest in the collateral. 

• Confirm insurance coverage is adequate and properly names the lender as loss payee/additional insured. 

• Identify and resolve discrepancies before funding. 

• Able to use loan calculators and understand Loan math (e.g. T-Value) 

Qualifications and Skills

• 1-3 years of experience in equipment finance, banking, or a related financial services environment preferred. 
• Familiarity with reviewing legal contracts and financial documentation. 
• Working knowledge of insurance ACORD forms and basic understanding of titling procedures. 
• Proficiency in Microsoft Excel and Word. 
• Strong attention to detail and a cautious, analytical mindset. 
• Excellent verbal and written communication skills. 
• Ability to prioritize and manage time effectively in a high-volume, deadline-driven environment. 
• Self-motivated and detailed oriented with strong interpersonal, communication and organization skills.
• Typing speed of 20 WPM or higher. 

Click the link below to submit your application

Accounting Services Associate III in Montego Bay, Saint James, Jamaica | Client Relationship Management & Service Delivery at Conduent

*** Applicants must have a Valid ID, TRN, NIS and Birth Certificate, clean Police record(company-paid) and be able to work (Monday-Saturday). The successful candidate may be subjected to a company paid drug screen.