Jennifer Meier
Waukesha,WI
Summary
Documentation Manager with strong background creating and managing lease and loan documents. Successful at delivering superior results when preparing documents, accurately and timely. Team player with talent for cohesively collaborating with others. Results-oriented with focus on producing quality work and meeting deadlines.
Overview
22
22
years of professional experience
Work History
VP Documentation Manager
BMO Bank N.A.
Milwaukee, WI
10.2012 - Current
- Manage the preparation of lease documentation and funding packages
- Incorporate credit approval requirements into lease documentation.
- Negotiate lease documentation with in-house counsel
- Review executed lease documentation and manage the funding process, including progress fundings and final fundings
- Work with equipment vendors’ invoices ensuring equipment descriptions and invoiced amounts are detailed, accurate, and complete
- Review Uniform Commercial Code (UCC) for filing in appropriate jurisdiction
- Order and review UCC searches, partial releases, and proper authorizations
- Manage UCC continuations
- Order insurance certificates, review for additional insureds and coverage, and track for expiration dates
- Identify and develop process improvements to enhance customer experience while increasing the efficiency and quality of the equipment finance work product
- Assisted in the development of internal controls to protect company assets.
- Managed secure storage, backups and retrieval of archived documents through OneSpan.
- Kept documents moving in proper flow by applying strong organizational, planning and multitasking abilities.
- Reviewed and updated existing documentation to ensure accuracy and completeness.
- Developed new processes and procedures for document control.
Documentation Specialist
GE Healthcare Financial Services
Brookfield, WI
03.2002 - 10.2012
- Manage the preparation of lease documentation and funding packages
- Negotiate lease documentation with in-house counsel
- Incorporate credit approval requirements into lease documentation.
- Negotiate lease documentation with in-house counsel
- Review UCCs for filing in appropriate jurisdiction
- Order and review UCC searches, partial releases, and proper authorizations
- Reviewed and updated existing documentation to ensure accuracy and completeness.
- Developed new processes and procedures for document control.
- Developed standard operating procedure manuals for documentation department
Education
High School Diploma -
Waukesha South High School
Waukesha, WI06.1997
Some College (No Degree) - General Education
UW Waukesha
WaukeshaSkills
- Contract Negotiation
- Operations Management
- Process Improvement
- Customer Service
- Business Development
- Process Optimization/Improvements
- Complex Problem-Solving
- Company Guidelines
- Presentations
- Relationship Building
- Policy and Procedure Development
- Training and Mentoring
- Team Leadership
Affiliations
- Member, Alumni Association with the ELFA
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
VP Documentation Manager
BMO Bank N.A.
10.2012 - Current
Documentation Specialist
GE Healthcare Financial Services
03.2002 - 10.2012
High School Diploma -
Waukesha South High School
Some College (No Degree) - General Education
UW Waukesha
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