Documentation Leader - PSG

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.Position SummaryAs an integral component of the GreatAmerica Portfolio Services Group ("GPSG") leadership group, the GPSG Documentation Leader is responsible for driving strategic and operational improvements within the GPSG team to ensure adherence to agreed-upon client Standard Operating Procedures, while also working to drive the performance of their function forward. The Documentation Leader is responsible for training and developing the Documentation Specialists in GPSG, and provide guidance, mentorship, and accountability to the Documentation team members. This position partners with GPSG's Business Unit leadership and GreatAmerica's Corporate Functional leadership to ensure quality service and effective operations for all GPSG's clients, challenging our current processes and technology to ensure operational excellence at every level. The Documentation Leader works with our clients to understand their servicing and business needs to deepen the relationship with the client and leverage the knowledge with potential new clients. Additionally, the Documentation Leader provides analytical support to the GPSG business unit leaders to support operating and strategic decisions. Results are measured through service levels, operational efficiencies, and effective leadership of the Documentation function. The Documentation Leader must follow and adhere to the GreatAmerica Principles and GreatAmerica Experience Standards.Essential FunctionsSupport and drive strategic and operational improvements within GPSGProvide leadership and guidance, ensuring roles & responsibilities for team members are clearly defined and executed uponEnsure compliance within the function to the Standard Operating Procedures for GPSG clientsChallenge and lead improvements within the function, team and business unit, including but not limited to, sponsoring and leading functional initiative projects and procedural changesCollaborate with operational departments to identify opportunities presented by our clients and follow improvements through to implementationEnsure the booking procedures and processes for GPSG's diverse client base are accurate and updated appropriatelyBe an integral part of client onboards and client portfolio transitions including fully understanding the booking requirements and review of the client's legacy data files to ensure their existing transactions and future bookings will be consistent in our systemBuild and maintain a strong partnership between the function and our clientsParticipate in onsite operational reviews and client visits as neededEnsure client service level agreements are metAttend monthly leadership meetingsHave a strong awareness and understanding of the industry finance options and functional processes used within the team with an eye for efficiencies, effectiveness and overall quality controlAccountable for Documentation metrics and benchmarks and ensuring the team is meeting themWork with GA functional leaders regarding best practicesFunctional training of new hires within the Documentation function, as well as training of tenured Docs team members based on the needs of the individualWork with Documentation team members to set individual goals and to create Personal Development PlansComplete performance reviews of Documentation team members (i.e. initial 90 day, 6 month, mid-year, annual, etc.)Point person for interviewing and hiring of new Documentation team membersAudit (pre book and post book) files to ensure quality and accuracyMonitor and audit UCC filings to ensure accuracy and timelinessBook transactions when the need arises to ensure client expectations are metEffectively display solid leadership skills and the ability to influence without authorityCreate a team environment conducive to high performance and morale, consistent with GreatAmerica's principlesAct in accordance with GreatAmerica's core values, serving as a role model and coach to othersPosition QualificationsCompetenciesFor all GreatAmerica team members: Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Communication Skills (Oral & Written), Adaptability.For this position: Service Oriented, Ethical, Competent, Achiever, Problem Solving, Empathetic, Team Oriented, Positive, Coaching Development, Leadership and Persuasive.EducationBachelor's degree in business administration preferable but not requiredExperience3-5 years Documentation experience or equivalent. Strong coaching and mentoring skills are required..Skills and AbilitiesComputer SkillsMicrosoft Office Suite.Other RequirementsDetail Oriented, Ability to Multi-Task, Decision Making, Collection Skills, Cross Training, Time Management, Accountability, Complaint Resolution, High Level of Written and Verbal Communication Skills, Customer Oriented and Resolution of Mathematical Errors. Bilingual candidates especially those fluent in Spanish, are encouraged to apply.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 BenefitsCompetitive CompensationMonthly Bonuses for Eligible Employees401(k) and Company MatchAnnual Profit SharingPaid Time OffHealth, Wellbeing, and Family Planning BenefitsPaid 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 yearGym ReimbursementHealth InsuranceDental InsuranceVision InsuranceShort-Term and Long Term DisabilityCompany Paid Life InsuranceFlexible Spending Accounts (FSA)Health Savings Accounts (HSA)Employee Assistance ProgramParental LeaveEducation and Career Planning BenefitsTuition AssistanceNetworking OpportunitiesLeadership Development OpportunitiesPerksPaid ParkingService AwardsHybrid work arrangementsBusiness casual environmentA 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 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.

Created: 2025-04-03