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The job in short
Document handling.
SalesforceTaxInsuranceCompliance
Details
- Found
- 6 d ago · posted 2026-10-20
- Location as listed
- Alexandria, MN, US
- Role
- Specialist / Analyst (other)
- Pay (as listed)
- $38,000–$48,000 a year
- Source
- The company’s own careers site
Full description
Description
Department: Operations
Reports to: Inside Sales Manager
Pay Scale: $38,000 - $48,000 annually (based on experience and qualifications). This position is eligible for quarterly gainsharing based on company performance
Summary:
Geneva Capital LLC is a dynamic national equipment finance company. We remain focused on long-term growth, providing professional opportunities and promoting teamwork. We are looking to add a hardworking and highly motivated individual to our Operations Team.
Duties and Responsibilities:
Documentation Processing:
• Review documentation requests for compliance with credit approval and established policies/guidelines
• Identify and create appropriate contract documents
• Review returned contracts for accuracy and completion
• Compile files (digital and physical) in a standard manner for ease of information retrieval
• Be subject matter expert for questions regarding contract documents
• Periodically review and recommend changes to documents and processes
• Enter transaction details into software system (equipment data, pricing calculations, tax treatment identification)
• Communicate with Sales Team (Inside and Outside) regarding alterations needed to comply with credit parameters, company policy and guidelines
• Engage with Credit Team for understanding and assurance of compliance with required terms and conditions
• Ensure the timely attention to all requests
Administrative/Miscellaneous:
• Maintain data within software for completeness, accuracy, and consistency
• Assist in the servicing of incoming calls
• Prepare and proof various correspondence upon request
• Assist in the processing and review of credit applications
• Take part in and lead miscellaneous project
Additional duties may be assigned
Required Skills and Qualifications:
• Excellent verbal and written communication skills
• Excellent attention to detail and organizational skills
• Ability to prioritize and manage multiple tasks
• Highly Proficient in Microsoft applications, specifically Microsoft Word
Preferred Skills and Qualifications:
• Post-secondary degree in Business
• Experience working in Salesforce and/or DocuSign
Physical Demands:
• Prolonged periods sitting/standing at a desk and working on a computer
Supervisor Responsibilities:
• This job has no supervisory responsibilities
Benefits:
• Comprehensive medical, dental, vision and life insurance
• Voluntary long-term disability, AFLAC and supplemental life coverage options
• Generous 401(k) match and profit-sharing opportunities
• Performance based gain sharing and annual bonus potential
• Employee wellness program
AA/EEO/Vet/Military