Documentation Specialist

**Position Details**
- **Level**: Entry to mid-level
- **Location**: Onsite, Calgary, Alberta office
- **Employment Type**: Full-time, permanent
- **Reports To**: Documentation Manager
- **Professional Growth**: Opportunities for career advancement within the organization

**Job Overview**

We’re seeking a Documentation Specialist to join our fast-paced and dynamic equipment finance company. Based onsite in our Calgary, Alberta office, this pivotal role involves preparing, managing, and executing financing document packages with precision and professionalism.

As a Documentation Specialist, you’ll collaborate with internal teams, vendors, and clients to ensure accurate and compliant documentation while delivering exceptional service. This position is perfect for a detail-oriented, highly organized professional who thrives under pressure and is committed to excellence.

**Individual Key Contributions/Responsibilities**

**Administration & Documentation**
- Prepare lease and loan documentation for new transactions, amendments, and modifications, ensuring conformity to approval terms and Essex’ standard security requirements.
- Upload documents and agreements to the DocuSign platform to obtain electronic signatures.
- Vet completed contract packages for accuracy and enforceability.co-ordinate vendor payments in a timely and efficient manner.
- Effect Personal Property Security Act registrations, perform searches, and obtain waivers as applicable, to confirm Essex is in a priority secured position.
- Accurately enter and post transactions into portfolio management system. (Aspire)
- Assist sales force with obtaining required items for thorough preparation of documents and complete funding packages.

**Continuous Learning**
- Keep up to date of changes and developments in the industry and in technology applicable to Essex.
- Be well-informed of changing rules and regulations pertaining to government legislation affecting the business unit and the industries which Essex serves.

**Customer Focus**
- Ensure customers and business partners feel comfortable, important, and secure in their dealings with Essex.

**Personal Conduct**
- Maintain physical site and departmental security in accordance with departmental and corporate policies.
- Maintain strict confidentiality of Essex’ operations, customers and business partners.
- Identify and investigate any questionable situations/transactions to protect Essex’ position against possible loss.
- Possess excellent communication skills; both written and oral.
- Be able to prioritize heavy workloads and work effectively under pressure in a fast-paced environment.
- Maintain a high degree of organization with ability to multi-task and meet competing deadlines.
- Be detail oriented with a focus on accuracy.
- Be professional and self-motivated with a high sense of integrity.

**Required Education and Experience**:

- Prior Documentation and/or Lease/Loan Administration
- 1 to 2 years of experience in a related field - bachelor’s degree preferred, but not required.
- Experience in the Financial/Leasing Industry would be considered an asset.
- Knowledge of jurisdictional PPSA registration systems and/or familiarity of contract law would be beneficial.
- Competent in the use of MS Word, Excel, Outlook

**What We Offer**:

- Competitive salary with incentive bonus.
- Comprehensive health, dental, and vision benefits.
- RRSP matching and education reimbursement.
- On-site parking and fitness facility.
- Partner benefits and team-building events.
- And more

**Corporate Responsibility**

Essex Lease Financial Corporation is Western Canada’s leading independent industrial equipment finance company. Essex is focused on providing straightforward solutions tailored to our customers’ needs. We strive to have a positive economic and social impact, providing responsible leadership in the marketplace, the workplace, and the communities where we live and work.

We operate in an environment where trust is paramount. As a company and as employees, we hold ourselves to the highest standards of integrity and professionalism.

**About Essex**

Essex Lease Financial Corporation is a Canadian-based financial services company located in Calgary, Alberta. For over 30 years, Essex has provided new and used equipment financing and leasing solutions to businesses across Canada.

We emphasize strength of character and equipment value as primary criteria for lending. Our professional approach, expedient service, and detailed industry knowledge have earned us the trust of new and repeat clients in a wide range of industries.

**Learn More**

Additional pay:

- Bonus pay

**Benefits**:

- Commuter benefits
- Company events
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Calgary, AB: reliably