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Documentation Specialist

Date Posted: 9/22/2022

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Job Description

Our medical device technologies client is looking for a Documentation Specialist

Duration: 1-year

Job Summary:
This Documentation Specialist role is a great opportunity for someone who possesses an acute sense of urgency, attention to detail, and high customer service orientation. This role will require cross divisional communication and relationship building with both internal and external customers.

The Documentation Specialists primary responsibilities include completing due diligence items along with preparing basic and complex lease and finance documentation using Flex Financial standard documents for commercial clients in the Healthcare Industry.

Also included is daily interaction with Stryker sales reps, internal Flex Financial team members and end user customers to ensure their needs and expectations are exceeded. The pace is often high energy and is driven by our customers requests. In this role, you will be required to multi-task and problem solve while effectively balancing the needs of the customer and ensuring accurate, concise, thorough and legally enforceable documentation is released for signing. Who we want: Achievers. Goal-oriented individuals who strive to accomplish tasks and are constantly driven to do more. Problem solvers. Innovative thinkers who are excited to find a way to overcome a challenge or accomplish a new task. Collaborators. Relationship-savvy people who intentionally make and strengthen connections with both internal partners and external customers. Communicators. People who can break down a complicated thought or topic and make it easier for others to understand. Service leaders. People who are willing to help others and go the extra mile to ensure a great customer experience is had by our sales representatives and customers.


  • Prepare, review, process and approve final lease and finance documentation to be commercially acceptable for sale
  • Work with legal and funding sources to negotiate and approve all customer requested amendments or addendums to lease and finance documentation.
  • In collaboration with legal, this position is responsible for mitigating documentation risk while at the same time providing solutions to our customers that are commercially sellable transactions
  • Ability to make recommendations that drive efficiencies and streamline processes
  • Provide excellent customer service to all funding sources, lessees, customers, and Stryker employees
  • Review and process signed agreements and lender purchase orders

  • Education: Bachelors degree in Finance, Business, or related discipline is preferred
  • Experience: Microsoft Office experience
  • 1 to 5 years of leasing, banking, finance, documentation experience is preferred
  • Knowledge of legal terms for all lease and finance type structures
  • Proven expertise with software accounting and tracking systems
  • The ability to review and approve documentation for lease and finance transactions
  • Strong customer service, training, problem-solving, and communication skills are a must have
  • Excellent verbal and written interpersonal communications skills
  • Excellent analytical skills
  • High attention to detail
  • Must be able to analyze and resolve complex documentation issues of a broad scope using independent judgment to mitigate documentation risk
  • Ability to prioritize work and keep accurate, detailed, and confidential records
  • Must be able to observe and correct minute inconsistencies (e.g. in the numbers, printed word, report appearance, etc.)
  • Must be able to work & communicate with all levels of management both internally and externally

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Job Snapshot

  • Employee Type:Full-Time
  • Location:Portage, MI
  • Job Type:Admin - Clerical
  • Experience:Not Specified
  • Education:Not Specified
  • Date Posted:9/22/2022
  • Contact: Brianna Zhong (949) 453-0225
  • Pay Range: $19.00 - $22.00 Annually
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Job Reference: JO-2209-176987