Position Summary: Triumph Commercial Finance ("TCF"), a division of TBK Bank, SSB ("TBK"), is a business unit with the primary responsibility for equipment lending. TCF seeks a qualified Documentation Analyst who will assist the Documentation manager, on a pre- documentation and post-closing basis, included insurance, documentation changes, research, and assists TCF members.
Essential Duties & Responsibilities
Customer service duties associated with vehicle registration related to titles including assisting with title tracking, record keeping, and reporting.
Ensures title transactions are processed and managed in a timely fashion.
Efficiently and accurately identify/analyze vehicle title/ownership documents within company guidelines.
Provide excellent customer service to all internal and external customers.
Research missing and/or incorrect title paperwork and determine proper resolution in a timely manner.
Communicate with customers, dealers, 3rd party title agencies via email or verbal to handle title issues daily.
Prepare and submit legal transfer documents to the state department of motor vehicles (DMV).
Provide feedback and details to management on any internal or external issues that conflicts with receiving processed title work.
Assist group members with various department task as directed by the manager.
Perform other duties as assigned.
Experience & Education
High school diploma or GED equivalent.
1 -2 years’ experience in an administrative or customer service position in a corporate office setting.
Prior work experience in automobile dealerships or title companies preferred.
Knowledge of equipment lending industry is ideal.
Experience using FIS Premier or other loan operating system is a plus.
Skills & Abilities Required
Intermediate proficiency in MS Office (Word, Excel, PowerPoint) and Salesforce.
Must have strong customer service ethics and team building skills.
Ability to prioritize, organize, and produce in a high-volume, deadline-oriented production group.
Ability to thrive in a professional office environment.
Basic knowledge of commercial and consumer loan documentation, loans secured by titled vehicles and equipment.
High energy and self-motivated