Documentation and Funding Specialist

Ready to shape tomorrow’s society with us?

At Volvo Financial Services (VFS), we believe that relationships, hard work, and technological innovation will lead the way into the future to keep our customers and employees connected, successful, and moving forward. As a Documentation & Funding Specialist, you provide internal control over the documentation, funding, and booking processes for new retail transactions.

This is an on-site position. We are in the process of relocating to Mississauga, and during the transition, you'll have the flexibility to work from both our Aurora and Mississauga offices. For the first few months, some time in Aurora will be helpful for onboarding and training.

This is us, your new colleagues

VFS is committed to providing competitive financial services for the Volvo Group for their acquisition and use of Volvo Group products. This collaborative approach brings to life the concept of one-stop shopping for customers. During the customer transaction lifecycle, this collaboration enables the Group to offer additional products and services after the customer’s purchase, which further builds our relationship with the customer and increases Volvo Group sales.

This is how you make an impact

• 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 clean
• Perform other duties and projects as assigned by the Director of Operations

Who are you?

• 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

Are we the perfect match?

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

• Competitive remuneration package including generous RRSP employer matching contributions.
• Career development with global prospects
• A dedicated Health & Wellbeing program
• The opportunity to do truly meaningful work in a supportive, constructive culture that encourages you to make the most of your talents.

We understand you may not tick all the boxes, and that’s ok; if you are interested in learning it, we’ll help you get there as we learn together.

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 with our culture, as being together enables us to build upon our innovative and collaborative culture, as well as develop you for continued success.

We look forward to hearing from you. Complete your application and we’ll be in touch.