Document Specialist Sr

The Document Specialist Senior job assists with document preparation, production, and storage archival. While working independently under general supervision, this job performs document control by reviewing and revising documents prior to them being approved for use and sent to clients. Additionally, the job will be responsible for maintaining the company's document library as well as working with the company's Information Technology (IT) to implement new document generation technology. This job will perform monthly audits to ensure transactions are being documented in accordance with company approvals.

Key Responsibilities and Duties

• Drafts contractual amendments based on the guidelines provided in policy.

• Reviews third party transaction documents for single contract use.

• Using tools provided by Legal, reviews and approves third party transaction documents for ongoing program use.

• Consult with all functional areas of the business when necessary to approve a document or contract for programmatic uses.

• Organizes and oversees legal files and materials so that they are easily accessed and retrieved without compromising the confidentiality or privacy of the information they contain.

• Proofreads documents and processes for accuracy and completeness.

• Responsible for maintaining the document library and ensuring all required approvals are obtained and archived accordingly.

• Responsible for performing monthly document audits to confirm the documentation was executed in accordance to company policy.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

6IC

Preferred Qualifications:

• Bachelor's degree in business, Finance or related field and/or Paralegal Certificate

• 2+ years of experience as a paralegal doing transactional work in a law firm or leasing business or 2+ years’ experience in an equipment leasing business that required legal drafting or a Law Degree Strong verbal and written communication skills; work history in related field required.

• Experience or familiar with ABBYY software, highly preferred

This is a hybrid position. Hybrid roles require working in the office four days per week with one flexible day to work remotely.

Posting end date: 12/27/2024

Job Seeker Notice

EverBank, N.A. ("EverBank") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

EverBank's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

Pay Range $68,000 - $92,000

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.