Documentation and Funding Specialist

3 weeks ago


Aurora, Canada Volvo Group Full time

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

Schedule:

- Day shift

Work Location: In person



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