Documentation Specialist

| Greater LA Area

Are you a superstar with impeccable attention to detail and time management skills? Want to work at the fastest growing financial firm on the West Coast and directly impact that growth? If so, read on-

Duties and responsibilities

  • Review documentation request and determine if requirements have been met to prepare documentation
  • Review approval to see if documentation request matches approval amount and terms
  • Update company database systems to reflect correct legal business name, address, and other key information
  • Communicate with Sales rep if additional information is required prior to document preparation
  • Complete commercial lease, EFA or loan documents
  • Provide timely and professional communication between sales and operations
  • Be aware of and bring attention to any potential signs of fraud
  • Ensure all funding packages are complete, accurate, and comply with company policy
  • Performs other duties assigned by Funding Manager

Qualifications

  • Bachelor's Degree
  • Must be proficient with Microsoft Office (Word, Excel, Outlook)
  • Have an ability to multi-task and prioritize
  • Ability to thrive under pressure in a fast-paced environment
  • Must be professional, courteous, and have ability to work with multiple departments
  • Good written and oral communication skills
  • Docusign and mailmerge knowledge is a plus.
  • Basic understanding of business entity structure
Read Full Job Description

Technology we use

  • Engineering
  • Sales & Marketing
    • C#Languages
    • JavascriptLanguages
    • ReactLibraries
    • ReduxLibraries
    • ExpressFrameworks
    • Node.jsFrameworks
    • MongoDBDatabases
    • WordpressCMS
    • SageCRM
    • SalesforceCRM
    • MarketoLead Gen

Location

We are located right in Santa Monica with access to bars, restaurants & local transit. Plus our HQ has beautiful 360° views of the beach and downtown!

An Insider's view of Currency Capital

What are some social events your company does?

There are so many opportunities to get to know the people who make Currency awesome. We do frequent happy hours, birthday celebrations in the office, and company-wide offsite retreats!

Steve

Sr. Technical Recruiter

What unique initiatives do you have that encourage innovation?

To celebrate our employee's milestones, we deliver experiential rewards that allow you to challenge your comfort zones, indulge your passions, and help you experience new things – just like we’re doing at Currency everyday. Whether you go skydiving or to the spa we hope you'll return inspired to take on new challenges with fresh perspective!

Allyson

Head of People

How has your career grown since starting at the company?

Currency has offered me the extraordinary opportunity to not only build my own career, but be part of growing our company from 20 employees to 200. Starting out in recruiting, I was able to help build all of the teams here at Currency and evolved my role into a strategic Chief of Staff. I appreciate the mobility Currency has given me and others.

Jordan Weber

Chief of Staff

What are Currency Capital Perks + Benefits

Currency Capital Benefits Overview

Rewarding work and great colleagues aren't the only things that make Currency a great place to work. Our employees enjoy flexible paid vacation, competitive compensation, casual dress, office happy hours, team sports, and memorable offsite team bonding activities.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Retirement & Stock Options Benefits
401(K)
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Acme Co. provides employees with a flexible work schedule that includes Core hours, Flexible start and end times.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Employees receive 48 hours per year of paid sick leave.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Happy Hours
Recreational Clubs
Relocation Assistance
Professional Development Benefits
Lunch and learns
Acme Co. hosts lunch and learn meetings weekly.
Promote from within
Customized development tracks
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