Documentation Administrator I

Canon Financial Services, Inc. is a dynamic organization committed to delivering innovative financial solutions. They are seeking a Documentation Administrator I to support partners in financing opportunities by auditing transactions and ensuring adherence to risk policies and procedures.

Responsibilities

• Review, analyze, and process financial contracts and supporting documentation within established authority level
• Ability to evaluate transactions pursuant to the Canon Financial Services operational guidelines, as well as company policies and procedures
• Maintain exceptional service levels throughout the funding process, ensuring timely and efficient handling of all transactions
• Develop expertise in CFS systems (Nexus, Odessa, Unified Desktop, Salesforce) to ensure precise input of all key data points of a transaction to commence accurate customer invoicing
• Develop and maintain effective working relationships with inside and outside sales teams
• Ability to think outside the box and be resourceful in reaching resolutions
• Strong written and verbal skills
• Ability to articulate problems, solutions and resolutions with all customers and all levels of the organization
• Process account adjustments post-booking to modify existing contracts

Skills

• High school diploma or vocational training or equivalent required
• 1-2 years related work experience in a similar role or industry
• Strong problem-solving and organizational skills
• Ability to work independently and as part of a team
• Excellent communication and interpersonal skills
• Proficiency in basic computer applications and relevant tools
• Demonstrated ability to manage multiple tasks and meet deadlines
• Commitment to maintaining accuracy and attention to detail

Benefits

• Medical
• Dental
• Vision
• 401(k) Savings Plan
• Discretionary profit sharing
• Discretionary success sharing
• Educational assistance
• Recognition programs
• Vacation
• And much more

Company Overview