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

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

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