Bilingual Documentation Sales Coordinator

1 week ago

Toronto, Ontario, Canada Kelly Services, Inc. Full time
Job Title: Bilingual Documentation Sales Coordinator

Kelly Services, Inc. is seeking a highly skilled Bilingual Documentation Sales Coordinator to join our team. As a key member of our documentation team, you will play a critical role in supporting our sales and customer service efforts.

Responsibilities:
  • Generate lease and loan documents using our internal leasing system, Aspire, based on credit approvals issued by the credit team.
  • Communicate documents, execution instructions, and requirements to dealers and customers, and assist them with the execution process.
  • Follow up with dealer representatives and customers to ensure the documentation process flows in a timely manner.
  • Generate and distill internal reports to facilitate continued business flow.
  • Verify document packages for accuracy and completeness, addressing deficiencies quickly with the sales team, credit team, dealers, customers, funding team, and third-party stakeholders.
  • Pre-vet and prepare document packages for funding.
  • Register PPSA and RDPRM liens, conduct lien searches, obtain waivers where necessary, and perform other functions related to registered security on assets.
  • Advise the credit and sales teams and external partners on matters of documentation structure.
  • Follow up with sales teams and dealer personnel to ensure post-funding items are received.
  • Participate in projects to improve the systems and workflows of the documentation team.
  • Advocate for customer and dealer satisfaction in all processes and workflows.
  • Safeguard information, trade secrets, customer data, and other assets from unauthorized access.
Requirements:
  • Bachelor's degree in Finance or Business, or equivalent work experience.
  • Minimum of 1 year of experience generating and working with commercial lease and loan documentation.
  • Experience in sales support and customer service is an asset.
  • Experience working in a fast-paced office environment.
  • Possess strong organizational skills that enable you to be an efficient team player who can perform well under time-sensitive demands.
  • Detail-oriented, focused, and able to follow through and follow up on tasks while working with accuracy.
  • Fully fluent in both written and verbal French and English languages, and able to articulate yourself in business communications.
  • Familiarity with the vocabulary of finance is essential, and vocabulary and familiarity with heavy equipment and commercial vehicles is an asset.
  • Proficient in Microsoft Office suite, the use of Windows, using a laptop, using a VPN, and other basic office technology.
  • Familiar with financial calculations, including the time value of money, calculating payments, rates, discounting, and compounding, using a financial calculator like the HP19 or BA-II Plus, T-Value Software, and Excel.
Perks:
  • Work for a reputable commercial finance organization that continues to grow.
  • Permanent position with competitive salary and benefits.
  • Salary ranges from $60k to $65k depending on experience.

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