Commercial Documentation Specialist Job at Celeros Flow Technology (Houston)

Commercial Operations Lead Documentation Specialist

Citizens Asset Finance (CAF) is headquartered in Johnston, RI and provides secur...

Location

United States , Johnston; Columbus; Charlotte; Chicago

Salary:

96000.00 - 106000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

5+ years of related experience in financial services
Understanding of lease and loan documentation requirements
Ability to effectively manage multiple priorities through planning and time management
Advance knowledge of post-approval to loan closing process for equipment finance transactions (preferred)
Strong knowledge of lease accounting system (preferred)
Have a collaborative style, be flexible, and have an ability to partner with other team members across global time zones
Self-motivated with an ability to adapt and adjust to changing conditions and priorities
An evidenced and accomplished history of independent problem solving
Established track record of delivery results in a complex environment
Demonstrated motivation to assist with team goals

Job Responsibility

Review documentation packages prepared by Documentation Coordinators and outside legal counsel including documentation and collateral (invoice/asset) review, outgoing wire validation and approval and pre-bookings entered into system
Perform appropriate due diligence to ensure all conditions precedent are met prior to closing / funding a transaction
Research and resolve complex operational issues
Must be well versed in UCC requirements to review UCC searches, UCC1, UCC3
Assist in the development, implementation, and training on any new processes, tools or software enhancements
Be able to review documents that CAF purchases and facilitate funding and pre-booking in system of record
Support the Documentation Manager in establishing and maintaining appropriate procedures, training materials, control environment, metrics and reporting
Act as an informal resource for colleagues on the team

What we offer

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds mandatory requirements
Opportunity to earn an annual discretionary bonus

Fulltime

Accounting Specialist - Commercial Property

Robert Half has partnered with a well-established private investment group speci...

Location

United States , La Jolla

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in Accounting preferably in commercial RE but open to residential real estate, development, or property management too
Hands-on experience with Yardi Voyager required
Strong organizational and time management skills with the ability to prioritize across a high-volume workload
High attention to detail, professionalism, and ability to work collaboratively in office in a team environment

Job Responsibility

Manage full-cycle Accounts Payable and Accounts Receivable for a multi-entity portfolio
Process invoices, coding, and approvals within Yardi for regular payment cycles
Record and reconcile incoming rent payments, including wires, ACH, and checks
Maintain tenant accounts, monitor outstanding balances, and support tenant communications related to billing items such as rent and common area charges
Assist with reconciliations related to operating expenses and shared property costs
Ensure timely processing of payments for taxes, utilities, and vendor invoices across multiple states
Reconcile vendor statements, resolve discrepancies, and support year-end 1099 reporting
Track and record tenant sales data tied to percentage rent agreements within the system
Maintain compliance for multiple business entities, including monitoring filings, renewals, and required registrations across various jurisdictions
Track certificates of Insurance for tenants, vendors, and contractors to ensure compliance with lease and company requirements

What we offer

medical, vision, dental, and life and disability insurance
401(k) plan

Customer Service Specialist (Commercial Lines)

The primary responsibility of this role is to service customer accounts. Since 1...

Location

United States , Orlando

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

2-20 license (within 90 days of employment)
High School or equivalent education
Proficient with MS Office Suite
Experience in working in a paperless environment – strong PC skills required
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
Must be detail oriented and possess the ability to multi-task
Commitment to excellent customer service
Ability to effectively work well with others
Be a Team Player with a Positive Attitude

Job Responsibility

Set up New and Renewal client records
Review applications
Bind New and Renewal policies
Issue policies as necessary
Follow up for missing file documentation (loss runs, applications, etc.)
Issue, Invoice and Process endorsements, cancellations, reinstatements and non-renewals
or other policy servicing tasks
Order loss control reports, follow up for compliance of recs
Compliance with Quality Control guidelines
Other activities, duties, projects or tasks as assigned

What we offer

Medical/Rx
Dental
Vision
Life Insurance
Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services

Fulltime

Loan Documentation Specialist I

We are looking for a detail-oriented Loan Documentation Specialist I to support ...

Location

United States , Wayne

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience in loan documentation, loan administration, or commercial lending support within a banking or financial services environment
Strong knowledge of loan closing processes, collateral documentation, due diligence practices, and compliance-related controls
Ability to manage multiple transactions at once while maintaining accuracy, organization, and attention to deadlines
Experience coordinating with lenders, operations teams, legal counsel, title partners, and other external stakeholders throughout the closing process
Proficiency with Microsoft Excel and comfort working with tracking tools, operational systems, and document repositories
Familiarity with real estate lending support tasks, including tax monitoring, flood certifications, insurance follow-up, and lien-related filings
Solid reconciliation and cash activity experience, including deposit balancing, suspense account review, and exception management
Strong communication, customer service, and procedural discipline with a commitment to quality and timely execution

Job Responsibility

Oversee a high-volume pipeline of new and renewed loan transactions, keeping milestones on track and driving timely completion of closing requirements
Conduct thorough due diligence reviews to confirm approvals, supporting documents, collateral records, and closing conditions are complete and properly documented
Prepare and distribute loan documentation packages to lenders, operations teams, and customers, ensuring accuracy, completeness, and prompt turnaround
Coordinate closing-day activities, including funds flow preparation, booking details, and confirmation that all documentation and collateral protections are in place
Partner with relationship managers, legal counsel, operations staff, title companies, and participating banks to align stakeholders and support compliant loan closings
Order and track third-party items such as tax service and flood certifications, while monitoring property tax status and related delinquencies on real estate-secured loans
Interpret key loan terms and enter critical information into workflow and operational tracking tools to support accurate loan boarding and servicing
Manage post-closing and collateral-related tasks, including filing lien records, reviewing continuation or termination needs, submitting recordable documents, and maintaining secure document storage
Reconcile good-faith deposit and suspense accounts, monitor aged differences, verify vendor invoices, and maintain accurate exception tracking and reporting
Upload and index loan records in the bank’s centralized repository according to document control standards and established procedures

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Business Analyst/Technical Documentation Specialist

We are looking for a Business Analyst/Technical Documentation specialist to supp...

Location

United States , Evanston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a Business Analyst role or a closely related position
Demonstrated ability to gather information proactively from multiple stakeholder groups in complex client environments
Experience creating formal documentation such as BRDs, FRDs, and FIAs
Strong verbal and written communication skills with the ability to manage stakeholder interactions effectively
Familiarity with Agile Scrum environments and participation in stakeholder meetings and engagement activities
Experience supporting commercial data or reporting initiatives is preferred
Background in the life sciences industry is preferred but not required

Job Responsibility

Engage with stakeholders across business and technical teams to uncover, organize, and clarify project needs and objectives
Produce and maintain detailed project artifacts such as business requirements documents, functional requirements documents, and impact assessments
Convert high-level business goals into precise functional specifications that support data-related and reporting-focused solutions
Partner with analytics, data, and technology teams to confirm shared understanding of requirements and resolve gaps early in the process
Facilitate ongoing review sessions to refine requirements, capture updates, and support alignment throughout the project lifecycle
Document decisions, dependencies, and changes in a structured format that enables effective communication across stakeholders
Support requirement validation efforts by helping teams confirm that proposed solutions meet documented business expectations

What we offer

Medical benefits
Vision benefits
Dental benefits
Life insurance
Disability insurance
Company 401(k) plan

New

Commercial Operation Specialist

This role is looking for a diligent and independent team member to liason with i...

Location

Thailand , Bangkok

Salary:

Not provided

Baxter

Expiration Date

Until further notice

Requirements

Bachelor Degree in in Business Administration
Minimum of 4 years of experience for customer service, and commercial / production operations is essential
Experience in handling international logistics and shipping documents
Experience in Distributor Management
Proficient in the use of MS office application and knowledge of any MRP system is advantageous (preferably JDE/ SAP)

Job Responsibility

Maintain a proper & updated e-filing system with regards to orders/sales/customer references
Sales coordination which includes and not restricted to updating reference installed base, dealer's pending orders, delivery dates
Customer Relations Management which includes handling customer complaints, receivables, inquiries, short shipments, commission payable to dealers
Taking ownership of customers issues and following problems through to resolution
Managing end-users/dealers expectation of delivery dates against factory's output dates
Handle from the placement of orders, refunds or warranty replacement through to shipment completion
Conduct weekly conference calls or ad-hoc basic with HQ production planner to ensure timely delivery of finished orders, backlog issues and other essential commercial issue
Assist in consolidating sales reports, order reports on weekly basis
Accountable for maintaining a tracking system in orders/sales to ensure the deliverables are in line with forecasted numbers
Assist in Contract Management

Fulltime

New

Commercial Desk Specialist

The Commercial Desk Specialist supports New Business, Renewals, and Existing Cus...

Location

United Kingdom , London

Salary:

Not provided

Optimizely

Expiration Date

Until further notice

Requirements

3–5 years' experience in Commercial Operations, Sales Operations, Deal Desk, Contract Administration, Renewals, or a similar commercial support role
Experience supporting contract lifecycle processes, including new business, renewals, amendments, and commercial requests
Working knowledge of pricing structures, discounting, approvals, and commercial governance
Experience using Salesforce (SFDC), CPQ, and contract generation tools such as Conga or equivalent systems
Strong attention to detail with the ability to manage multiple requests and meet deadlines in a fast-paced environment
Experience working with cross-functional stakeholders including Sales, Customer Success, Legal, Finance, and Operations
Strong analytical, problem-solving, and communication skills
Bachelor's Degree and relevant experience

Job Responsibility

Ensure all requests are logged and tracked via the CSR system
Review, triage, and manage CSR queues and priorities
Track CSR stages and ensure requests progress through workflow
Maintain accurate documentation and audit trail for all requests
Close CSRs once contracts or requests are completed
Support improvements to CSR workflow, stages, and tracking
Manage both standard and complex requests, escalating where required
Support Sales with New Business deal structuring and approvals
Assist with: Ramp deals (multi-year pricing structures), Bundle pricing and packaging, Discount approvals and pricing checks, Non-standard deal structures
Ensure deals are correctly structured in SFDC and CPQ

Fulltime

Commercial Marketing Specialist

We are looking for a Commercial Marketing Specialist to support digital marketin...

Location

United States , Minnetonka

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Detail-oriented experience in marketing, digital marketing support, or a related business function
Strong written and verbal communication skills with the ability to create, edit, and review marketing content effectively
Experience coordinating with vendors, business partners, and internal stakeholders in a team-oriented environment
Ability to manage multiple assignments with strong attention to detail, organization, and follow-through
Familiarity with brand standards, presentation materials, brochures, and marketing collateral review processes
Comfortable using research, monitoring, and reporting tools to track progress and support campaign improvements
Working knowledge of compliance-focused review practices and commitment to maintaining content accuracy
Proficiency in collaboration and administrative support activities related to marketing operations

Job Responsibility

Coordinate the development, review, and distribution of marketing assets to support campaigns, partner needs, and brand visibility
Conduct research to inform messaging, audience targeting, and marketing strategies while identifying opportunities to improve performance
Work closely with internal teams and external vendors to organize deliverables, maintain timelines, and support successful project execution
Edit and proofread brochures, presentations, and other collateral to ensure clarity, accuracy, and brand consistency
Monitor campaign activity and use available tracking tools to evaluate results, highlight trends, and recommend optimization opportunities
Support administrative and operational marketing tasks such as material handling, document scanning, and deployment preparation
Help maintain compliance standards by reviewing content and materials for required approvals, regulatory alignment, and best-practice adherence
Contribute to strategic planning discussions by sharing insights, coordinating updates, and supporting cross-functional collaboration

What we offer

medical
vision
dental
life insurance
disability insurance
401(k) plan

Select Country

Commercial Documentation Specialist

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?