Portfolio Specialist, Operations, 12-Month Contract
About The Position
This is a 12-month contract hybrid position requiring customer contact. The Portfolio Services Administrator will work collaboratively with a team of approximately 4 colleagues on General Ledger (GL) fund management and various reports. Responsibilities include ensuring accurate completion, updating, and consistency of lease and loan forms and/or documentation with credit and legal requirements. The role requires adherence to credit and matrix authorizations, system rules, and corporate policies to meet customer turnaround-time commitments. This position supports the Portfolio Services Department in various administrative responsibilities.
Requirements
- Post-Secondary education a requirement
- 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 & Excel and Outlook
Nice To Haves
- 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 regarding cheque inquiries and payment processing 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/updating/commenting on GL reports monthly.
- Prepare and review reports, including end-of-term asset status, automatic payment corrections, term adjustments, purchase option adjustments, and system yield audits.
- Conduct assigned daily, weekly, monthly, and ad-hoc/system audits, documenting and completing findings.
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
