Documentation and Funding Specialist

3 weeks ago


Aurora, Canada Volvo Group Full time

**Documentation & 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 onsite position located in Aurora, ON, and reports to the Director of Operations.

**This is us, your new colleagues**

**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, Credit Path, 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.

**Job Types**: Full-time, Permanent

Schedule:

- Day shift

Work Location: In person



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