Documentation Associate

Looking to put your financial and organizational skills to work in a role that supports the everyday heroes in our communities?Community Leasing Partners, our municipal finance division, partners with fire departments, emergency medical services, law enforcement agencies, and local governments to finance the essential equipment they rely on to serve the public. As aDocumentation Associate, youll play a key role in ensuring transactions move smoothly from approval to funding. Youll review and verify lease and legal documentation, confirm accuracy of transaction details, coordinate with vendors, brokers, and customers, and help navigate each deal through the contract and funding process. Your work directly supports the financing of critical assetssuch as fire trucks, ambulances, turnout gear, snow plows, and law enforcement vehiclesensuring funds are disbursed accurately and on time. This is not mainstream or consumer bankingthis is specialized, detail-driven finance with real impact. Youll be part of a focused team that understands the unique needs of municipalities and nonprofit agencies, where precision, communication, and follow-through are essential. This role is ideal for someone who is highly organized, detail-oriented, comfortable managing multiple transactions at once, and motivated by mission-driven work that strengthens public safety and local infrastructure. If youre excited by the opportunity to work in a specialized sector where your attention to detail directly supports communities and first responders, we encourage you to apply. This Documentation Associate position is within the Community Leasing Partners division of Community First National Bank.You can find more information here: https: //www.clpusa.net/. Position Summary Performs a wide variety of duties directed at ensuring transaction documents are executed correctly in preparation for funding and/or disbursement of Escrow/VPA funds. Key Duties & Responsibilities Develop anunderstanding of the Lease Agreement, its subsections and their significance, associated exhibits and their significance, supplemental documentation requirements, their significance and appropriate usage and unique security interest requirements in different situations on a diverse range of transaction types.Review prepared legal documentson specific transactions verifying for accuracy the appropriate contract selection with correct exhibits, unique transaction information such as lessees legal name, address, equipment description and incorporation of an stipulated credit requirements; representative payment schedule to include dollar amount of the transaction and appropriate structure.Navigating transactions through the contract/funding process.Actively working scheduled calls, to establish successful working relationships with appropriate parties associated with each deal to include Lessee, Vendor, and Broker. Communication with these individuals will provide the opportunity to answer questions, confirm documentation status, and obtain any other information necessary for timely funding; and demonstrate alertness to potential issues that could delay payments to vendors. Identify timing needs of transaction situation as it relates to delivery of equipment, obtaining vendor and/or broker invoicing, CO or MSO, insurance coverage, down payment or first payment.Maintain organized, accurate, up-to-date transaction fileon each transaction for recordkeeping purposes. The components of a working file include: ACT database file, TAC form, digital and paper file. Items involved with ACT database procedures include field entries and updates; note entries detailing any special circumstances along with all communication and actions involved with the transaction; and scheduling and completing calls to the various contacts at appropriate intervals. All relevant paperwork (including credit approval or negotiated changes to the contract) should be properly sorted in hard copy & digital file. TAC form follow-up requires accurate information updates into the specific Excel spreadsheet associated with the transaction. Paper and digital file organization should follow the established procedures and checklists for easy location of any specific document needed at a future date.Processing disbursements, revising payment schedules, and requesting credit memos.Disbursement requests require ongoing communication with transaction parties, collection of needed documents and ability to identify issues that might delay payment to a vendor. Create revised payment schedules, as necessary, to meet customer needs or due to changes in transaction dynamics. Ensure accurate use of correct variables such as interest rate, dates, and amount financed. Have a working knowledge of specific circumstances that may merit requesting a credit memo, the steps to request a memo and follow-up procedures associated with receipt of an approved credit memo. Additional Responsibilities Participate in proactive team efforts to achieve departmental and company goals. Perform other similar or related duties as necessary. Provide support for special projects for management as requested. Maintain quality working relationships with all co-workers and customers. Train new staff members as instructed in the procedures and policies of this department and company. Participate in the ongoing review of department procedures for greater efficiencies. Seek out new learning opportunities within the department and in other departments to increase your effectiveness in your assigned position.