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Documentation Supervisor

Documentation Supervisor

Job ID 
Job Locations 
US-UT-Cottonwood Heights
Job Type 
Regular Full-Time

More information about this job


BofI Federal Bank [NASDAQ: BOFI] branchless, online bank that is one of the fastest growing banks in the nation. We are rated in the top 5 of online banks in the country! It's a great time to join BofI as we move forward with continued innovation of the industry. 


Documentation Supervisor for the Bank's Equipment Finance team to ensure that administrative duties and other tasks are handled by the documentation team.


Job responsibilities include:

  • Enter transaction data in the TSR (Transaction Summary Report) spreadsheet and input into Aspire
  • Prepare, review lease documentation packages
  • Coordinate commitment, proposed lease and cover letters
  • Schedule credit and welcome calls
  • Prepare, review third-party loan/investor doc packages
  • Prepare UCC's for manager review and file in appropriate jurisdiction
  • Order UCC searches, partial releases and proper authorizations
  • Order insurance certificates, review for additional insureds and coverage
  • Follow up, review and complete additional tasks for Doc Managers

Key Skill Sets or Knowledge Requirements:

  • ​Experience and knowledgeable about Aspire software
  • Proficient in Microsoft Word, Excel and other programs
  • Time sensitivity with multiple demands while detail oriented
  • Organization and follow through
  • Customer centric
  • Knowledge and experience in bank environment
  • Experience with lease documentation process and required filings

Desired Career Experience & Education Requirements:

  • Bachelor's Degree​​
  • 1 year prior administrative or commercial documentation experience, preferably with a financial institution


Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.


The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.


Equal Employment Opportunity:

BofI Federal Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex , gender identity and expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, pregnancy, age, protected medical condition, genetic information, disability, or any other protected status in accordance with all applicable federal, state and local laws. Candidates must possess authorization to work in the United States.