Portfolio Specialist, Amendment, 12-Month Contract
About The Position
As a Portfolio Specialist, you will work collaboratively with a team of about 6 on completing changes to retail transactions, including but not limited to, name changes, assignments/assumptions, add/removal of debtors, and restructure requests across all business units. Your role will involve ensuring that all lease and loan security documentation is accurately completed, updated when required, and consistent with credit and legal requirements. You will be responsible for adhering 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 is a 12-month contract hybrid position that requires customer contact.
Requirements
- Strong attention to detail and data entry accuracy
- Ability to manage multiple priorities under tight deadlines
- Excellent planning & organizational skills
- Team-oriented with a proactive mindset in a fast-paced environment
- Thrives 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
Nice To Haves
- Experience in Operations function (preferably in leasing or financing industry) is an asset
- Proficiency in MS Work & Excel (an asset)
- Post-secondary education (an asset)
- Bilingual (French) an asset
Responsibilities
- Handle requests for name changes, contract assignments or assumptions, addition or removal of co-debtor, portfolio transfers, restructures, and payment frequency changes.
- Prepare, review, and send documentation, ensuring compliance and accuracy in customer details, payment terms, and contract identifiers.
- Provide clear instructions on payment options, insurance requirements, and necessary documentation. Negotiate fees within guidelines. Develop and maintain a positive consultative relationship with customers as it relates to the requests.
- Review and audit documents for accuracy, maintain organized records, and follow up for incomplete or missing details/requirements.
- Liaise with credit, risk, and legal departments to ensure proper 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, departmental initiatives, and provide backup support when necessary.
- Achieve key performance targets (KPIs/SLA), update procedures, and assist with training documentation.
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
- Healthcare benefits
- Vacation
- Sick leave
- Parental leave
- Possible discretionary bonuses
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
