Credit & Documentation Specialist
7 months ago
**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? Is finding a role that allows you to grow within the company to achieve your career goals, exactly what you are looking for? If so, consider becoming a Credit & Documentation Specialist with our Current Financial Team
**Responsibilities**:
- Credit Analysis & Decisioning:_
- Assess the financial health of prospective clients and provide credit recommendations.
- Diligently analyze financial statements and conduct extensive due diligence to uphold our stringent credit policies.
- Actively monitor credit portfolios, identifying any potential risks, and formulating risk mitigation strategies.
- Partner with internal teams to address credit inquiries and disputes.
- Keep abreast of market trends and regulatory shifts that could influence credit strategies.
- Liase with our Broker partners.
- Documentation & Compliance:_
- Manage, draft and verify documentation for lease transactions, ensuring thoroughness and compliance.
- Conduct the necessary due diligence searches.
- Engage with clients and brokers to secure necessary documentation and address any deficiencies.
- Audit transactional documents to guarantee accuracy and adherence to approval stipulations.
- Submit completed files for funding.
- Oversee and refine documentation processes, contributing to systemic enhancements.
**Qualifications**:
- Demonstrable organizational acumen and prioritization skills.
- A vigorous passion for achieving professional success.
- Exemplary work ethic, aligned with a strong sense of commitment to task completion.
- Inherent willingness to assist across various departments within the organization.
- Superior communication skills, with a proven analytical and problem-solving mindset.
- Proficiency in maintaining composure and efficiency in high-pressure situations and fast-paced work settings.
- Minimum of two (2) years' experience in finance, documentation, legal, or administrative capacities.
- Background in equipment leasing and financing will be considered a significant advantage.
- Prior experience as a legal assistant or paralegal, particularly in the fields of insolvency and restructuring, debt and foreclosures, or commercial litigation, will be highly valued.
**About Us**:
Current Financial stands as a forward-thinking financial entity in Western Canada, offering bespoke asset-backed lending solutions to the SME sector. Our ethos is rooted in pragmatic lending, and we take pride in crafting custom-fit, innovative financial remedies for our clients.
We cultivate a welcoming and nurturing workplace, where staff members are encouraged to engage with all aspects of our operations, ensuring both personal growth and the continuous evolution within the equipment leasing and financing realm.
- We thank all applicants for their interest, but only those selected for an interview will be contacted._
- Current Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees._
**Salary**: $40,000.00-$65,000.00 per year
**Benefits**:
- Dental care
- Employee assistance program
- Extended health care
- Vision care
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
**Experience**:
- finance, documentation, legal, or administrative: 2 years (required)
Work Location: Hybrid remote in Edmonton, AB
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