Documentation and Funding Specialist
4 weeks ago
Canada
**Position Description**
The incumbent provides internal control over the documentation, funding and booking processes for new retail transactions. This position within VFS Canada Inc. is a part of the Operations Team and reports to the Director of Operations. This is an onsite position.
RESPONSIBILITIES:
- Ensures accuracy and sufficiency of all pre-funding contract package submissions for retail transactions. Provides a pre-funding review, ensures that all credit requirements are satisfied, and executes completed documents
- Understands and becomes proficient with the information systems supporting our retail transactions (Transaction, Credit Path and SuperTrump)
- Analyzes the structure of lease and loan transactions to ensure they are documented and recorded consistently
- Reviews the titling and perfection of security interest for all equipment and collateral, including insurance certification in the documentation package
- Responds to questions from Sales and Dealers relating to documentation and funding
- Interfaces closely with the Sales, Credit, Wholesale, Legal and Customer Service
- Performs monthly tracking of various operations quality metrics
- Maintains Funding Database and daily funding volumes
- Reviews all lease and loan documentation and assists with preparation
- Reviews newly funded retail contracts booked into the system to ensure consistent and accurate compliance with set-up requirements
- Books new deals through the Credit Path system within 24 hours of funding
- Ensures client files are scanned into OnBase system and sent offsite when the deal is clean
- Performs other duties and projects as assigned by the Director of Operations
EDUCATION AND EXPERIENCE:
- University or College Degree or a minimum of two (2) years related experience: knowledge of equipment finance and leasing preferred
SKILLS:
- 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, and the ability to work 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
**About us**
At **Volvo Financial Services**, we are working together to shape the world we want to live in. As the captive finance arm of the Volvo Group, VFS provides financial services and solutions that meet the needs of our customers’ evolving business. Through our dedication to innovation, we support society in its adoption of sustainable transport and equipment solutions. VFS is headquartered in Greensboro, North Carolina, USA and serves Volvo Group customers and dealers in more than 50 markets
**Auto req ID**
138113BR
**Organization**
Volvo Financial Services
**State / Province**
Ontario
**City/Town**
Aurora
**Employment/Assignment Type**
Regular
**Travel Required (maximum)**
No Travel Required
**Functional Area**
Commercial Finance
2023-03-17T00:00:00Z
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