Lease Documentation Specialist - Burnaby, Canada - Meridian OneCap Credit Corporation

Meridian OneCap Credit Corporation

Verified Company

Burnaby, Canada

4 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

_At Meridian__ _
_our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are__._**About Meridian OneCap

Meridian OneCap Named Winner of the 2022 ELFA Operations & Technology Excellence Award

Please note:
this is a 18-month contract opportunity

Your role as a Sales Coordinator you will:

Audit and funding disbursement

Responsible to review transaction documentation package for completion and accuracy including proper execution, compliance with credit authorization and pricing guidelines, as well as operational policies and procedures
Execute and date booked contracts, upload to Databank
Ensures compliance with all provincial and federal regulations and internal company policies, including but not limited to Reducing the Risk (Anti-Money Laundering), Know Your Customer, and Information Security & Privacy
Ensures that all data elements in the system accurately reflect the transaction parameters and ensure accurate data entry of approved equipment lease transactions, preparation of vendor disbursements.
Works with Sales Coordination team to deal with any issues or additional information which may be required

Documentation and Collateral Security

Understands fully the documentation requirements for every type of transaction. For more complex transactions, works with Onboarding team to validate structure and documentation
Review and ensure liens are registered in appropriate jurisdiction and according to legislated timelines to perfect security to ensure enforceability of priority on equipment to minimize losses in the event of contract default.
Understands the Insurance requirements for each type of equipment/transaction and ensures that coverage is obtained, either through our internal programs or through customer's own coverage, as dictated by internal policy.

Administration

Followsup with Sales Coordination team and external parties to clear all deficiencies for all postfunding items.
Prepare and send out Welcome Letters
Send out EFT remittances to appropriate parties once deal has been booked and funded
Participates in team huddles, 1on1s and meetings, offering unsolicited constructive feedback for the betterment of Meridian and participates in stretch projects.
Identifies areas for process improvements
Completes all required trainings in a timely manner
As needed, participates in User Acceptance testing and becomes familiar with any new enhancements being implementedHas indepth knowledge of all required programs and products, fee structures, pricing guidelines and control requirements. Adheres to all processes as documented and stored in Knowledge Central.
Prioritizes tasks for the workday and reevaluates priorities as new tasks are required.
Performs related duties as assigned

How You Will Succeed:

Knowledge of leasing industry considered an asset but not required.
Effective analytical kills, with excellent attention to detail and strong focus on accuracy
Detail oriented with strong organizational, problemsolving,
Excellent time management skills, and ability to effectively multitask.
Ensuring that priorities are set with the ability to meet multiple and sometimes competing deadlines
Ability to adapt to and learn new products/processes and technologies quickly
Excellent interpersonal, verbal and written communication skills
Being attentive, strong listening skills, and able to follow instructions and open to feedback
Proficiency with MS Office products
Proven ability to work well with people and handle a variety of items simultaneously.
Independent worker that blends easily into a team environment.
Extremely detail oriented, selfmotivated and a selfstarter, neat and orderly.
Possesses the ability to meet deadlines; ability to work within tight time frames
Ability to work cross functionally
Understanding of Lease documentation and security perfection
Strong math skills and understanding of discounted cash flow calculations and basic accounting
Ability to make decisions within their limits or recommendations.
Strong communication, organization and time management skills; ability to interact effectively with internal and external customers
Aptitude for mathematics including working knowledge of discounted cash flow analysis and associated tools
Basic understanding of accounting including client Accounts Receivable and balancing general ledger entries.
College degree/University degree preferred
Minimum one (1) year of administration experience preferably in financial services.
French as a second language would be considered an asset.