Portfolio Specialist, Amendment

Posted 6 days ago

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About the role

  • Portfolio Specialist processing lease and loan amendments for DLL, a global asset finance company. Managing documentation, customer requests, compliance, and cross-functional coordination in a hybrid Burlington role.

Responsibilities

  • Complete changes to retail transactions, including name changes, assignments/assumptions, addition or removal of debtors, portfolio transfers, restructures, and payment frequency changes
  • Prepare, review, and send lease and loan security documentation accurately and in compliance with credit and legal requirements
  • Provide customers with instructions on payment options, insurance requirements, and necessary documentation
  • Negotiate fees within guidelines and maintain positive consultative customer relationships
  • Review and audit documents for accuracy, maintain organized records, and follow up on incomplete or missing requirements
  • Liaise with credit, risk, and legal departments on adjudication, contract updates, and PPSA registration amendments
  • Organize and submit requirements to internal teams for system updates and ensure proper execution
  • Contribute to special projects and departmental initiatives and provide backup support
  • Achieve KPI/SLA targets, update procedures, and assist with training documentation

Requirements

  • Experience in Operations function, preferably in leasing or financing industry, is an asset
  • Strong attention to detail and data entry accuracy
  • Ability to manage multiple priorities under tight deadlines
  • Excellent planning and organizational skills
  • Team-oriented with a proactive mindset in a fast-paced environment
  • Ability to thrive in an independent, goal-driven work setting
  • Strong analytical and problem-solving abilities
  • Effective written, verbal, and interpersonal communication skills
  • Ability to handle complex customer interactions and negotiations professionally
  • Adaptability and openness to change
  • Ability to work in a hybrid work model: in-office twice per week and remote work
  • Proficiency in MS Word and Excel is an asset
  • Post-secondary education is an asset
  • Bilingual French is an asset
  • Successful completion of a background check

Benefits

  • Two working days per year volunteering for a local charity
  • Bonus plan
  • Remote working from home opportunities
  • Flexible hours
  • Career development opportunities: online learning, member development programs, Tuition reimbursement program
  • Outstanding Medical, Dental, Vision and Paramedical benefit programs
  • Employer paid defined contribution Pension plan
  • Industry leading Vacation package
  • Subsidized Gym membership programs
  • Employee Referral program
  • Open concept modern working environment
  • Healthcare benefits
  • Sick leave
  • Parental leave
  • Possible discretionary bonuses

Job type

Contract

Experience level

Mid levelSenior

Salary

CA$52,323 - CA$78,485 per year

Degree requirement

No Education Requirement

Location requirements

HybridBurlingtonCanada

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