Documentation Administrator audits transactions to uphold Canon Financial Services’ risk policies and procedures and confirms adherence to established pricing and program guidelines, while ensuring timely funding to dealers and vendors.
Review, analyze, and process financial contracts and supporting documentation within established authority level.
Evaluate transactions pursuant to operational guidelines, company policies and procedures.
Maintain exceptional service levels throughout the funding process.
Develop expertise in CFS systems (Nexus, Odessa, Unified Desktop, Salesforce) to ensure precise input of all key data points.
Develop and maintain effective working relationships with inside and outside sales teams.
Process account adjustments post-booking to modify existing contracts.
Requirements
Typically requires general education and/or vocational training but little to no experience
Ability to commit to mandatory overtime requirements at month – end which may include light work on weekends
Positive, resilient, determined attitude with proven ability to stay focused on assigned tasks
Ability to communicate in a professional and effective manner in all situations; phone, email, face to face
Effectively work and collaborate with others toward a common goal
Uphold a high standard of fairness and ethics in everyday words and actions