Documentation Specialist

3 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 the best outcomes for our clients' financing needs through creativity and thorough problem-solving. Our team excels in delivering outstanding

customer experience, keeping our clients at the heart of everything we do.

Taking full responsibility for our actions ensures seamless execution and removes barriers for both our team and our clients. We continuously seek improvements and innovations, striving for excellence and efficiency in all our endeavors. Integrity and ethics guide us, and we face tough conversations and decisions head-on, always choosing the right path.

At Dynamic Capital, we believe in the growth and development of our employees. We provide ample opportunities for career advancement, continuous learning, and professional development. Our supportive and collaborative environment ensures that you have the resources and encouragement you need to succeed and achieve your career goals.

As a Documentation Specialist, you'll be at the core of our operations, ensuring the accuracy and efficiency of our documentation processes. You will manage documentation requests, handle PPSA registrations, and ensure the timely and precise completion of funding packages. Your role is pivotal in maintaining the quality of our client interactions and ensuring that all credit conditions are adhered to. With responsibilities that span from documentation preparation to customer relationship management, this position offers a dynamic mix of routine tasks and unique challenges, providing ample opportunities for professional growth.

If you're looking for a role that offers growth, supports your career aspirations, and values community involvement, consider joining Dynamic Capital as a Documentation Specialist. Discover how our organization operates and seize limitless opportunities to advance your career with us

Essential Responsibilities

**Documentation Preparation & Review**
- Complete all new documentation requests for House, Broker, and TPO.
- Ensure House documents are produced, reviewed, and sent to Audit.
- Verify the accuracy of broker documentation before sending it to the client.
- Request and process information needed for documentation and closing (e.g., payouts, title evidence, insurance).
- Handle PPSA requests independently, including registration, searches, and waivers.
- Ensure accurate and timely completion of documentation and funding packages.
- Adhere to credit conditions.
- Gather and compile closing items for internal and external deals.
- Process incoming customer service requests promptly.
- Maintain KPIs, including clean documentation and funding submissions, 2-hour turnaround times for incoming requests, and outlined customer service levels.

**Closing Deals**
- Review signed documentation to ensure completeness (e.g., signed documents, insurance).
- Enter all required information in LS, ensuring substage completion throughout entire deal flow.
- Organize, clean, and properly name all supporting files in the client folder on the server.

**Customer Relationship Management**
- Efficiently handle all direct requests from clients and lenders after deal funding.
- Maintain high-level communication and rapport with Account Managers, Administrative Assistants, and clientele.
- Assist with client inquiries, maintenance of files, equipment sales, and discharges.

**Lease & Loan Documentation**
- Prepare loan/lease documents, create payment amortization schedules, and conduct collateral/debtor searches.
- Manage transaction closings, including PPSA registrations and audit documentation packages.
- Ensure all additional approval conditions and requirements are met.

**Core Competencies**
- Strong attention to detail.
- Excellent communication skills.
- Superior organizational and time management skills.
- Ability to multitask effectively.
- Proficiency in MS Office Applications, specifically Excel and Word.
- Self-motivated and able to work independently.
- Team player with a strong understanding of internal processes.
- Education and Experience
- A Bachelor of Commerce degree or Business Administration diploma is an asset.
- Experience in documentation and closings of complex equipment finance contracts is an asset.
- Strong interpersonal and communication skills.
- Excellent administrative and organizational skills with the ability to prioritize.
- Prior customer service experience is advantageous.
- Proficiency in Microsoft Office, specifically Excel and Word, and internal systems.

**About Dynamic Capital**

Dynamic Capital Equipment Finance is a premier heavy equipment finance company with a lease and loan portfolio exceeding $200 million. We

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