Documentation and Funding Specialist (Commercial)

What you will do?

You will provide internal control over the documentation, funding, and booking processes for new retail transactions. You will report to the Director of Operations.
You will work in a collaborative, on-site, office-based environment at our location in Mississauga, Ontario, partnering daily with colleagues and dealer. We celebrate wins and learn from challenges, transforming together to stay flexible, fast, and customer focused. 

Key Responsibilities:

• Ensure accuracy and sufficiency of all pre-funding contract package submissions for retail lease and loan transactions.
• Provide a pre-funding review, ensure that all credit requirements are satisfied, and execute completed documents.
• Understand and become proficient with the information systems supporting our retail transactions (Transaction, Q2 and Supertrump).
• Analyze the structure of lease and loan transactions to ensure they are documented and recorded consistently.
• Review the titling and perfection of security interest for all equipment and collateral, including insurance certification in the documentation package.
• Respond to questions from Sales and Dealers relating to documentation and funding.
• Interface closely with our Sales, Credit, Wholesale, Legal and Customer Service teams.
• Review all lease and loan documentation and assist with the document preparation.
• Review newly funded retail contracts booked into the system to ensure consistent and accurate compliance with set-up requirements.
• Ensure client files are scanned into OnBase system and sent offsite when the deal is processed. 
• Perform other duties and projects as assigned by the Director of Operations.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified, and they may change at any time.

What you bring?

Do you dream big? We do too, and we are excited to grow together. In this role, you will bring:

• University or College Degree or a minimum of two (2) years related experience: knowledge of equipment finance and leasing preferred.
• Must have strong organizational, analytical, reasoning, and problem-solving skills.
• Ability to multitask, display initiative, integrity, and strong attention to detail and accuracy.
• Must have strong interpersonal skills, the ability to work both independently and collaboratively as part of a team.
• Strong written & oral communication skills.
• Demonstrated computer skills and proficiency in MS Office. 
• Bilingual (French/English) would be an asset.

You will be successful in this role if you are good at problem-solving, a critical thinker, thrive in a team environment, and like to look at the big picture.

What’s in it for you?

In addition to being part of a high-performing team in a fast-paced, rewarding environment, our benefits package also includes the following: 

• Competitive compensation package including eligibility for a discretionary company bonus
• Generous RRSP employer matching contributions
• Group health, dental, LTD insurance, and EAP program
• Career development with global prospects
• A dedicated Health & Wellbeing program
• Volvo Group University for professional and personal development
• The opportunity to do truly meaningful work in a supportive, constructive culture that encourages you to make the most of your talents.

Volvo Financial Services is an on-site business, and we understand that you might need occasional or temporary flexibility, which your leader is equipped to manage and fits well to our culture, as being together enables us to build upon our innovative and collaborative culture, as well as develop you for continued success.

Your future team:

In VFS, we demonstrate a clear vision to continue Transforming Together, a global mindset and a proven track record of successfully developing people, teams, culture, and leadership. By interacting with each other as an on-site business, we build relationships, which allow us to work together more efficiently and form stronger bonds with our colleagues and customers.