Portfolio Specialist, Operations, Contract

DLL Group • Burlington, ON

2d • Hybrid

About The Position

As a Portfolio Services Administrator, you can expect to work collaboratively with a team of about 4 colleagues on General Ledger (GL) fund management and various reports. You will be ensuring that all lease and loan forms and/or documentation is accurately completed, updated when required, consistent with credit and legal requirements. Responsible for exercising adherence to: credit and matrix authorizations, system rules, and corporate policies to ensure the accurate completion of documentation while meeting customer expected turnaround-timing commitments. This position is responsible for supporting the Portfolio Services Department in various administrative responsibilities. Please note this is a 6-month contract hybrid position and requires customer contact.

Requirements

• Minimum of high school education required.
• Strong attention to detail and excellent keying data entry skills.
• Ability to manage multiple priorities within tight timeframes while maintaining ongoing attention to detail while meeting set deadlines.
• Must be self-directed, decisive and goal oriented.
• Comfortable working in an empowered work environment with established goals/expected results and limited step-by-step direction.
• Ability to embrace and champion change.
• Capable of driving growth capacity by continuously looking for better ways to improve processes.
• Excellent problem-solving skills along with logical thinking.
• Excellent verbal and written communication skills along with effective interpersonal skills.
• Able to work independently.
• Excellent planning & organizational skills.
• Solid team player with the ability to work in a very demanding, fast-paced environment.
• Proficient in MS Word & Outlook; strong proficiency in MS Excel.

Nice To Haves

• Post-Secondary education an asset.
• Having worked in a Finance or Operations function with leasing or financing industry experience considered an asset.

Responsibilities

• Investigate and assist with identifying incoming unidentified payments.
• Liaise with customers to resolve outstanding payment identification issues.
• Conduct follow‑ups with customers and vendors as required, including: Cheque inquiries (e.g., name mismatches, unsigned cheques), Payment processing issues (PAPP rejections, setup issues).
• Review cheque inquiries and submit appropriate documentation to create and apply fees.
• Reconcile accounts as required to ensure accuracy and completeness.
• Manage and maintain GL reports by ensuring all received payments are applied to the correct contracts and reviewing, actioning, updating, and commenting on GL reports on a monthly basis.
• Prepare and review reports, including: End‑of‑term asset status reports, Automatic payment corrections, Term adjustments, Purchase Option adjustments, System yield audits.
• Conduct assigned daily, weekly, monthly, and ad‑hoc/system audits, documenting and completing findings as required.
• Validate and approve equipment exchanges.
• Collaborate with internal departments to complete requests efficiently.
• Ensure accurate and timely system updates and processing of paperwork within 24 hours of receiving all required information.
• Act as backup support for team members as assigned by the Manager.
• Meet or exceed established daily, weekly, and monthly KPIs and SLAs.
• Participate in system enhancements, automation testing, and special projects as requested by management.
• Support team workload distribution by completing additional administrative responsibilities as needed.

Benefits

• Remote working from home opportunities
• Flexible hours
• Career development opportunities: online learning, member development programs, Tuition reimbursement program.
• Employee Referral program
• Competitive pay
• Generous benefits
• Health and wellbeing support
• Manage your work-life balance through our hybrid working flexibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED