GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We Are Looking to Add a Key Member to Our Documentation Team!

Are you someone who thrives in a fast-paced, high-ownership environment? Do you enjoy being the go-to person who makes things happen? GreatAmerica is seeking a Documentation Specialist I to join our Direct Programs Team, where no two transactions are alike and every day brings new challenges.

This role is ideal for someone with a finance or leasing background, strong customer service skills, attention to detail, and a passion for problem-solving.  As the documentation expert, you’ll be the liaison between our brokers customers and the internal GreatAmerica Team, ensuring transactions are documented correctly and funded efficiently.

As a Documentation Specialist, you will:

• Review signed agreements for accuracy and compliance with company policies.

• Confirm end-user contact details and perform fraud prevention checks.

• Validate equipment, terms, and billing with end-users and brokers.

• Prepare and submit UCC filings to secure purchase money security interests.

• Accurately input data into origination platforms and initiate invoicing.

• Communicate with brokers and customers to resolve documentation issues.

• Restructure contracts based on transaction needs (e.g., equipment swaps, tax adjustments).

• Pull advances and fees; handle titling when applicable.

• Perform phone verifications and coordinate with brokers.

• Support broker meetings and maintain strong relationships.

• Shepherd transactions through the process to ensure timely funding and customer satisfaction.

What makes this role unique:

• Broker-Focused: You’ll work directly with brokers - no internal sales team - so relationship-building is key.

• Transaction Variety: From copiers and franchises to vehicles and medical equipment, transactions vary in size and structure.

• Ownership Mentality: You’ll own your territory and accounts like a small business owner.

• Operational Excellence: Multitasking, prioritization, and extreme accuracy. Mistakes can escalate quickly, so attention to detail and confidence in decision-making are essential.

• Problem Solving: Expect one-offs and unique scenarios that require creative thinking.

To be successful in this role, you will need:

• Education: Associate’s degree required; Bachelor’s in Business preferred.

• Experience: Some finance or leasing experience preferred; broker experience is a plus.

• Skills:

  • Detail-oriented and organized

  • Strong written and verbal communication

  • Reliable and accountable

  • Excellent decision-making and problem-solving

  • Comfortable on the phone with brokers and end-users

  • Ability to multitask and prioritize under pressure

• Technical: Proficient in Microsoft Office; familiarity with Booking Platform, Infolease, and Onbase is a plus.

Why Join Us?

You’ll be part of a small, agile team where your contributions directly impact success. If you’re looking for a role where you can take ownership, build relationships, and grow your expertise in finance and leasing, we’d love to hear from you.

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

Financial Benefits

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off

Health, Wellbeing, and Family Planning Benefits

• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

Education and Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.