Bilingual Collection SPECIALIST

The incumbent provides internal control over the documentation, funding and booking processes for new retail transactions.

RESPONSIBILITIES:

• Ensures accuracy and sufficiency of all pre-funding contract package submissions for retail transactions.  Provides a pre-funding review, ensures that all credit requirements are satisfied, and executes completed documents
• Understands and becomes proficient with the information systems supporting our retail transactions  (Transaction, Express OS and SuperTrump)
• Analyzes the structure of lease and loan transactions to ensure they are documented and recorded consistently
• Reviews the titling and perfection of security interest for all equipment and collateral, including insurance certification in documentation package
• Responds to questions from Sales and Dealers relating to documentation and funding 
• Interfaces closely with the Sales, Credit, Wholesale, Legal and Customer Service
• Performs monthly tracking of various operations quality metrics
• Maintains Canadian Funding Database and daily funding volumes
• Reviews all lease and loan documentation and assists with preparation
• Reviews newly funded retail contracts booked into system to ensure consistent and accurate compliance with set up requirements
• Books new deals through the Express OS system within 24 hours of funding
• Ensures client files are scanned into OnBase system and sent offsite when the deal is clean
• Prepares Customer Welcome Packages
• Performs other duties and projects as assigned by Operations Manager

EDUCATION:

• BA/BS in Business or related field, or equivalent work experience in the financial services industry with proven record of academic achievement

EXPERIENCE:

• 3 to 5 years of documentation experience, preferably in a bank subsidiary, equipment leasing or other asset-backed financial services company with multiple business products
• Well rounded background in lending, leasing, and financing products with a focus on documentation, forms and procedures 
• Credit, accounting or pricing knowledge would be an asset
• Good working knowledge of PPSA an asset

SKILLS:

• Excellent organizational skills, with the ability to prioritize and work effectively on multiple tasks in a fast paced, demanding environment.
• Strong interpersonal skills, including the ability to communicate transaction flows and documentation requirements both internally and externally to customers.
• Excellent negotiation skills
• Strong written and verbal communication skills.
• Demonstrated computer skills and proficiency in MS Office
• Bilingual (French/English) would be an asset