Documentation Specialist - Onset Financial : Job Details

Onset Financial of Draper, UT, seeks to hire an experienced Documentation Specialist to join our fast-paced, high-energy Operations Team. Onset was rated as one of the best places to work in Utah, and after having our best year ever in 2024, we are excited to be growing our team in 2025! Join us and take the next step in your career with a company that values innovation, integrity, and professional growth. Onset Financial provides an enthusiastic and motivating culture of success for our diverse and talented team. Onset believes in applying the team's unique attributes to our superior approach to equipment finance. We are devoted to celebrating hard work, determination, and high achievements within a positive and inclusive environment. You will collaborate with cross-functional teams, brainstorm innovative strategies, and help us leave a lasting impression on clients. This is your chance to make a significant impact, accelerate your career, and be part of an organization that values your success. As a Documentation Specialist you will play a critical role by:

• Create and manage documents supporting the funding, closing, and booking of commercial equipment finance lease transactions
• Perform research and due diligence on various third parties
• Establish secure title and interest in leased property, including ordering, reviewing, and filing UCC financing statements
• Ensure completed documentation and funding packages meet all credit approval conditions
• Monitor each lease transaction for compliance with documentation, invoicing, vendor payments, insurance, titling, etc.
• Process vendor invoices, including verifying payment and wiring instructions
• Update and maintain transaction reports, primarily using Excel
• Review transaction reports daily and follow up with internal teams and external parties to gather outstanding items
• Perform other duties as assigned

Ideal Candidate:

• Experience preparing documentation to close and fund financial transactions
• Proven proficiency in Microsoft Excel, Outlook, and Word
• Associate's degree (or equivalent) in business, finance, or a related field preferred; 2+ years of experience in a financial setting preferred
• Quick learner with a positive, can-do attitude and a strong commitment to follow-through
• Ability to thrive in a fast-paced environment and adapt to shifting priorities
• Excellent multi-tasking, prioritization, and time management skills under critical deadlines
• Strong organizational skills and attention to detail
• Professional verbal and written communication skills
• Discretion and ability to handle confidential information appropriately
• Sound decision-making skills and a high degree of initiative

What we Offer:

• Amazing workplace culture. We've been recognized by multiple organizations like Inc., Salt Lake Tribune, Glassdoor, and Best in State as a top place to work.
• Career Development and internal growth opportunities.
• Health benefits, including Medical with HSA and FSA option, dental, and vision.
• Company 401k match
• Excellent work/life balance with paid holidays and paid time off.
• On-site gym facility
• Peer-to-peer employee recognition program.
• Give back with Onset Gives: Volunteer opportunities with Utah nonprofit organizations
• Swag you'll want to use!

Work Schedule: The typical schedule for this position is Monday through Friday from 8:00 AM to 5:00 PM. This position will work in-office at our Draper location. ARE YOU READY TO JOIN OUR TEAM? If you feel you would be right for this position, please fill out our initial 3-minute, mobile-friendly application so we can review your information. We look forward to meeting you!