Document & Funding Specialist, Equipment Financing

3 months ago

Edmonton, Canada CWB Financial Group Full time

At

CWB

, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:
- Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do

Roles Specifications

Location: Edmonton, AB.

Everyday flexibility. Hybrid work environments. Collaborative connections.

Note: The external title has been changed to align with industry standards. The internal job title will be: “Collateral Securities Specialist”

CWB Equipment Financing

CWB Equipment Financing is Canada's largest and longest-standing equipment financing company - helping business customers secure equipment with our full range of financing & leasing services in construction, forestry, oilfield services & transportation from coast to coast.

The opportunity

Knowledge resource. Documentation preparation. Record management. Security maintenance.

This role provides critical knowledge and support in the preparation, registration and maintenance of collateral securities in servicing CWB’s equipment financing loan portfolio. As a Collateral Securities Specialist, you will work to support leaders drive a high level of quality and standards, risk management, and strong data integrity.

What you’ll be doing

Client Experience
- Deliver exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise.

Internal Service Commitments
- Provide equipment financing collateral securities support to an assigned branch network portfolio, leaders & client relationship managers through a continuous collaborative approach with the business and corporate departments. Corresponding with all partners, both verbally and in writing, regarding all loan processing, including inquiries.
- Prepare and maintain documentation related to applicable equipment financing loans and funding, ensuring accurate and timely completion
- Ensure Service Level Agreement (SLA) targets and quality benchmarks for credit support are being met
- Establish a collaborative and client-centric relationship with the credit support department and the equipment financing network while balancing the efficiencies and governance of a standardized structure.
- Ensures understanding on closing requirements with equipment financing teams, customers and attorneys as needed while ensuring that all closings occur within scheduled target dates.

Process Compliance & Optimization
- Contribute to the implementation, maintenance and improvement of processes which lead to consistent and predictable daily credit support outcomes across the equipment financing teams.
- Ensure contributions to equipment financing collateral securities align with the Bank’s policy & guidelines to ensure equipment financing partners are able to continue to deliver exceptional customer service.
- Accountability as the team member for the execution of work procedures, policies and methods to ensure compliance with Canadian Western Bank’s legal, regulatory business policies and procedures.
- Actively engage in the targeted benefit realization from credit processing standardization
- Demonstrates high degree of effort to achieve accuracy and consistency at all times.
- Participates in projects that primarily impact functional area or specific department, adhering to standard project governance practices and operating within approved budget.
- Perform due diligence as it relates to credit support activities, procedures and documentation for compliance with regulatory bodies.

Who we’re looking for & what you’ve done

Capabilities that will take you further
- Customer focused, with proven ability to engage in and drive multiple initiatives simultaneously in a fast paced, high volume, work environment.
- Identify efficiencies and continuous improvement in processes aligned with corporate culture.
- Creative problem solving and conflict resolution skills, with the capability toc diffuse complicated situations and find common ground.
- Respectful, dedicated, and self-motivated teammate with experience in peer-to-peer coaching and mentorship.
- Strong verbal and written communication skills and the ability to interact expertly with a geographically diverse group of partners in a non-client facing environment
- Process efficiency with an optimization focus to continuously enhance and improve day-to-day operations
- The ability to organize and prioritize while maintaining data integrity is a must

Knowledge to grow from
- Minimum of 3 years credit support experience with solid understanding of collateral securities
- Knowledge of commercial lending policies, procedures, regulations, documentation, compliance issues, collateral securities and audit requirements
- Technologically proficient in Banking Systems, Loan Origination Systems, Microsoft Office Suite, and Adobe Forms

Why work with us?

  • Documentation Specialist

    4 months ago

    Edmonton, Canada Dynamic Capital Equipment Finance Inc. Full time

    **Join Our Dynamic Team and Shape the Future of Financial Solutions!** Are you ready to embark on a fulfilling career with a company that truly values innovation, customer focus, and accountability? At Dynamic Capital, we are dedicated to delivering exceptional results by providing creative funding solutions across all market cycles. We thrive on finding...

  • Document & Funding Specialist, Equipment Financing

    3 months ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Document & Funding Specialist, Equipment Financing - 1 Year...

  • Equipment Finance Representative

    6 months ago

    Edmonton, Canada SMS Equipment Inc. Full time

    At **SMS Equipment, **our **Equipment Finance Representative **is responsible for providing financing solutions to customers including promotion of equipment finance options, managing finance paperwork for individual deals, attending customer meetings to support sales within Western Canada and provide finance solutions to customers. This position is in...

  • Document & Funding Specialist

    7 months ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Roles Specifications Location: Edmonton, AB On-site...

  • Equipment Finance Associate

    3 days ago

    Edmonton, Canada Dynamic Capital Equipment Finance Inc. Full time

    Do you want to be part of an organization that knows the importance of supporting local charities throughout the year in every location we are in? Is finding a role that allows you to grow within the company to achieve your career goals, exactly what you are looking for? Are you a leader that thrives on working with and growing the best team in the business?...

  • Documents & Funding Specialist

    7 months ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Roles Specifications Location: Edmonton, AB On-site...

  • Credit & Documentation Specialist

    7 months ago

    Edmonton, Canada CURRENT FINANCIAL CORP. Full time

    **Position Location**: This role is intended to be fulfilled on-site to enhance team collaboration and engagement with our business operations. We value the synergy and rapport that in-person interactions foster within our dynamic workplace. **Remote Work Consideration**: **Role Overview**: Are you interested in taking the first step to a rewarding career?...

  • Fund Development Specialist

    3 days ago

    Edmonton, Canada Chrysalis: An Alberta Society For Citizens With Disabilities Full time

    **Job Title**: Fund Development Specialist **Reporting to**: CEO Reporting to the CEO, the Fund Development Specialist is responsible to lead the implementation of fundraising activities and priorities set forth by the Chrysalis Charitable Foundation Board. Primarily, this includes the development and execution of fundraising and fund development...

  • Fund Development Specialist

    5 days ago

    Edmonton, Canada Chrysalis: An Alberta Society For Citizens With Disabilities Full time

    **Job Title**: Fund Development Specialist **Reporting to**: CEO Reporting to the CEO, the Fund Development Specialist is responsible to lead the implementation of fundraising activities and priorities set forth by the Chrysalis Charitable Foundation Board. Primarily, this includes the development and execution of fundraising and fund development...

  • Funding Coordinator

    2 months ago

    Edmonton, Canada General Bank of Canada Full time

    General Bank of Canada (GBC), headquartered in Edmonton, Alberta, is a Schedule 1 Chartered bank and part of the Wheaton Group. Our roots trace back to the entrepreneurial spirit of our founder in the mid-1950s, who began with a single auto dealership in Saskatchewan. Evolving into one of Canada's fastest-growing small banks, GBC expanded into helping...

  • Finance Administrator

    3 months ago

    Edmonton, Canada Finning International Inc. Full time

    Company: Finning Canada Worker Type: Permanent Position Overview: Responsible to provide end-to-end financing assistance to the sales organization and customers in a positive, confident, and proficient manner. Duties include coordinating all financial data to Caterpillar Financial Services in a predetermined time frame. This role is also responsible for...

  • Mortgage Funding Analyst

    7 months ago

    Edmonton, Canada Canada ICI Capital Corporation Full time

    Located in **Edmonton, Alberta** and reporting to the Director of Mortgage Underwriting and the Managing Partner, you will work with the Mortgage Origination team to **assist and facilitate the funding of loans on behalf of our borrower clients.** This is a position that works in a **team-based and collaborative environment** focusing on a high level of...

  • Mortgage Funding Analyst

    7 months ago

    Edmonton, Canada Canada ICI Capital Corporation Full time

    Located in **Edmonton, Alberta **and reporting to the Director, Mortgage Underwriting the **Mortgage Funding Analyst** will work with the Mortgage Origination team to underwrite and analyze commercial mortgage investments with a** specific focus on assisting and facilitating the funding of loans on behalf of our borrower clients.** This is a position that...

  • Finance Specialist

    1 day ago

    Edmonton, Canada Alberta Hotel & Lodging Association Full time

    **Finance Specialist** Alberta Hotel & Lodging Association, T6X 0P7 We are looking for a skilled finance professional to join a progressive, mission focused organization. If you want a challenging and engaging role where you can use your finance skills to make a big impact on a provincial association that represents and serves many businesses, we have just...

  • Finance Assistant

    7 months ago

    Edmonton, Canada The Nature Conservancy of Canada Full time

    Taking care of our environment has never been more important than it is today. The Nature Conservancy of Canada (NCC) is looking for a Finance Assistant to join a team committed to protecting our most important natural areas and the plants and animals they sustain. NCC is the nation’s leading not-for-profit, private land conservation organization, working...

  • Business Finance Specialist

    2 days ago

    Edmonton, Alberta, Canada Horizon North Full time

    Join Horizon North, a leading provider of built environments in North America, as a Business Finance Specialist. With over 75 years of experience serving clients across the continent, we offer a unique opportunity to make a meaningful impact on our economy and local communities.About UsWe are a forward-thinking company that values diversity, inclusion, and...

  • Equipment Operations Specialist

    1 month ago

    Edmonton, Alberta, Canada Cooper Equipment Rentals Full time

    Are you a motivated individual looking for a challenging role in Edmonton, AB? Cooper Equipment Rentals is seeking an Equipment Operations Specialist to join our Climate Control branch.About UsWe are a safety-minded organization with a strong commitment to providing excellent customer service. Our team members enjoy competitive salaries, excellent benefit...

  • Fund Development Specialist

    6 months ago

    Edmonton, Canada Canterbury Foundation Full time

    **Position Scope** Canterbury Foundation is looking for a lively, dynamic, and passionate individual to join our team as Fund Development Specialist. The Fund Development Specialist is a relationship builder, responsible for connecting donors, sponsors, and funders to our innovative senior care model by inspiring and stewarding all avenues of giving. They...

  • Finance Manager

    4 months ago

    Edmonton, Canada PlantForever Full time

    PlantForever is a tree-planting non-profit organization in Edmonton, Alberta. We plant trees in cities to mitigate the climate crisis. We are recruiting for a Finance Manager. This position will focus on accounting, finance framework development, and funding research. This is a fantastic opportunity to capture management experience as an executive at a...

  • Communications and Website Administrator

    4 months ago

    Edmonton, Canada BGCBIGS Full time

    **Communications and Website Administrator** **The Alberta Mentoring Partnership** The Alberta Mentoring Partnership (AMP) envisions an Alberta where mentoring relationships help young people thrive. The AMP is comprised of community agencies, government ministries, government-funded organizations and community members whose goal is to raise the profile of...