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Operations Document Specialist, Vendor Equipment Finance

Mortgage & Commercial Lending
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As a part of TIAA’s Retail & Institutional Financial Services business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

Provide services in the area of operations documentation management, including implementation of automated documents for systems generation, filed as form fillers, and any future updates and modifications. Coordinates with all process leaders to facilitate the necessary approvals for changes to terms and conditions to ensure compliance with TIAA Bank, and regulatory policies and procedures.

• Work with Marketing to define and comply with brand standards for all customer facing documents.
• Layout, publish, and maintain all obligor and vendor documents from content provided by the legal staff and other process owners.
• Create program specific document templates from documents provided by legal staff.
• Work with IT to develop, implement, and maintain a searchable storage system for documents.
• Train operations staff on document tools.
• Manage the formatting, posting, integration, and testing of Microsoft Word document templates within IFS LeaseWorks.
• Establish document archiving and control methodologies and effectively manage this process.
• Research newly available tools and enhancements to simplify and streamline the documentation process.
• Participate in process renewal efforts to create future self-service functions for our vendor relationships.
• Responsible for testing of all Leaseworks future enhancements that effect documentation.
• Conduct webinar training for new vendors in the use of Dealer Portal and UBB/Bulk Meter Upload capabilities.
• As backup for Partner services, cover responsibilities for managing vendors in LeaseWorks.

• Overall general knowledge of financing, including leases and loans
• Expert in designing, building and testing database linked document templates in Microsoft Office
• Expert in creating form fillable document templates in Adobe Professional
• Knowledge of or experience with document library technologies such as SharePoint
• Ability to handle multiple tasks and prioritize appropriately
• Excellent communication skills
• Teamwork, cooperation, and relationship building skills
• Strong organizational skills
• Initiative and achievement orientation
• Analytical thinking
• Strong training and presentation skills
• Exceptional attention to detail

  • High School degree required. Bachelor's degree preferred
  • Minimum of 3-5 years leasing industry preferred
  • Minimum of 3-5 years documentation experience

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