Documentation Administrator

Marshall, Minnesota

Western State Bank
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At Western, "what" you know is important, but not as important as how you relate to teammates and customers. Our environment is based on the principles of respect, curiosity, creativity, individual empowerment, and the ability to listen effectively and communicate openly. We also believe in continual learning, bias toward action, keeping commitments, and doing our absolute best every day. We believe that our ability to deliver on our promise is a result of these high standards.

The Documentation Administrator is responsible for reviewing and validating an executed contract package is accurate and complete. The Documentation Administrator audits the internal database for accuracy of data information. The Documentation Administrator effectively reviews credit requirements, confirms all requirements are met and ensures our security in the collateral is intact. The Documentation Administrator reviews the vendor payment information is accurate and approves the vendor payment. The Documentation Administrator will work closely with the internal sales department, customers, and vendors to ensure timely and accurate file completeness and a superior customer experience.

Duties and Responsibilities:
  • New Document Review: Review in detail signed documentation package to ensure it has correct signatures, payment schedule, collateral information and all required documentation to meet credit approval requirements.
  • Verification and comparison of database to ensure consistency between documentation and the database.
  • Perform Verbal Verifications: Verify various information on each contract to ensure accuracy. This entails calling customers and authorized personnel to review contract information. During this verification process fraud prevention checks are completed, payment information is verified to be accurate and equipment information/location is confirmed.
  • UCC Article 9 Liens: Submitting necessary UCC liens required for non-titled equipment and completing lien searches in the UCC data base as needed to verify security position in our collateral.
  • Review Copies of Titles: Review titles to ensure accuracy of buyer, seller, and lien holder.
  • Ensure all funding requirements are met and approve vendor invoice for payment.
  • Additional Tasks as Needed: Include reviewing daily task reports and follow-up with Sales Department for missing document requirements.
  • Review and follow-up of vendor holdback accounts for pay out of VHB funds.
  • Process and Sort Daily Mail
  • Save Electronically Signed Contracts to be uploaded into Document Repository System.
  • Other duties as assigned.
Associate's Degree or Two Year College Equivalent in Business, finance, or administrative program preferred with 2+ years of work experience in a financial setting preferred.

This is a full-time position with benefits.

Starting Salary Range: $36,720.00 - $55,080.00 per year. This is anon-exempt, hourly position. Note: This range represents our good-faith estimate for the position at the time of posting. Actual compensation will depend on factors such as skills, experience, and qualifications.

Benefits and Other Compensation:

As part of your employment with Western State Agency, you will be eligible for a comprehensive benefits package, which includes:
  • Health Benefits: Medical, dental, and vision insurance
  • Retirement Benefits: 401 (k), ESOP participation
  • Paid Time Off (PTO): PTO, sick leave, and holidays
  • Other Benefits: life insurance, employee assistance programs, professional development opportunities, wellness programs, educational assistance.

We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to provide sponsorship for visa status. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Western Equipment Finance is an EEO and Affirmative Action Employer.

We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to provide sponsorship for visa status. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Western Equipment Finance is an EEO and Affirmative Action Employer.
Date Posted: 05 June 2025
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